Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Interests
Timeline
Generic
Ross Campbell

Ross Campbell

Dallas,TX

Summary

Experienced banking and financial advisor with over 13 years of successful sales, service, and training experience at Bank of America Merrill Lynch. Holds licenses SIE, Series 7, and Series 66. Skilled in financial planning, relationship deepening, and ensuring client satisfaction. Proven track record of exceeding goals and adept at coaching and persuading others. Adaptable to change with a keen attention to detail. Known for effective problem-solving, resourcefulness, and versatility. Strong background in financial modeling and risk management, providing financial consultations and solutions for businesses of all sizes. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Highly reliable and adaptable, with a swift capacity to learn and apply new skills. Committed to driving team success and contributing to organizational growth. Demonstrates strong analytical, communication, and teamwork skills, quickly adapting to new environments. Eager to contribute to team success and further develop professional skills. Brings a positive attitude and a commitment to continuous learning and growth.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Assistant Vice President; Financial Solutions Advisor

Bank of America, N.A./Merrill
07.2023 - Current
  • Working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients
  • Leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives
  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
  • Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions
  • Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) to promote portfolio growth
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
  • Executing referrals across banking and brokerage lines; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities

Self-Employed Sole Proprietor

Self-Employed
05.2021 - 07.2023
  • Explored various business opportunities including:
  • Building an ecommerce store - Marketing, posting content, fulfilling orders, researching products and trends
  • Day trading – Analyzing market conditions and make same day buy and sell transactions

Assistant Vice President; Financial Solutions Advisor II

Bank of America, N.A./Merrill
01.2017 - 05.2021
  • Working with mass affluent clients to build deliver holistic financial advice and deepen client relationships by identifying broader product and service solutions that meet their investment, savings, and credit needs
  • Responsible for maintaining our existing client relationships by providing day to day service and advice
  • Provide end-to-end comprehensive advice
  • Customized solutions to clients that help them achieve their financial goals
  • Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions
  • Executing referrals across banking and brokerage lines; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds
  • Engage and share value proposition with customers in the lobby
  • Further strengthen client relationships by anticipating needs, exceeding service expectations, and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
  • Adapt to client preferences using a conversational style
  • Understand and proactively identify leading indicators of client attrition and mitigate
  • Observe, model and coach the financial center team on identification of opportunities and how to position role and partnership with specialist to create mutually beneficial relationship for client and associates
  • Drive associate performance via continuous coaching, developmental opportunities, with maintaining focus of client best interests

Assistant Vice President; Financial Center Manager II

Bank of America, N.A./Merrill
01.2015 - 01.2017
  • Operate as business owner and responsible for ensuring operational risk excellence of financial center while fostering a customer-centric environment
  • Managing the day-to-day sales performance and overall operational risk management of the financial center
  • Primary responsibilities include driving operations and customer experience metric by engaging staff on business strategy and performance results while evaluating key performance indicators to identify opportunities for improvement
  • Execute risk and service delivery strategy by fostering collaboration between financial center teammates, partners and specialists looking for relationship deepening opportunities
  • Communicate the need to exceed metrics while emphasizing the importance of long-term strategies and goals
  • Adhere to, enforce, and carry out internal and regulatory policies, procedures, and processes while proactively identifying and managing risk in business, product, and service transactions
  • Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience while uncovering customer financial priorities and delivering suitable financial solutions
  • Responsible for choreography of customer traffic including direct routing of preferred customers to specialists from either the lobby or self-service area to help drive overall team revenue growth
  • Responsible for servicing Commercial, SBB deposit customers and Mass Market customers via self-service bank ATM/ATA’s with support from Relationship Bankers
  • Ensure customers are connected to the financial resources to help them achieve their financial goals
  • Hold associates accountable to delivering against our revenue strategy
  • Successfully resolve customer issues and escalations timely and professionally
  • Responsible for associate and customer safety
  • Observe, model and coach the financial center team on proper execution of financial center risk, service, and sales strategy
  • Drive associate performance via continuous coaching, developmental opportunities, and documented performance improvement plans

Officer; Financial Center Operations Manager

Bank of America, N.A./Merrill
01.2012 - 01.2015
  • Assisting and supporting the Financial Center Manager in managing the day-to-day aspects of running a banking center and leading a team to create a quality banking experience for clients
  • Building, deepening, and retaining client relationships, minimizing risk, associate development and engagement, operational excellence and managing partnership to meet and exceed performance targets
  • Ensuring daily implementation of Financial Center Manager’s directives
  • Directly working with customers to build relationships, uncover and satisfy their needs through the sale of financial products and services
  • Spent most of the time on the sales floor, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer’s needs are met
  • Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service
  • Establishing the staffing schedule for the banking center and assisting with teller recruiting and performance management activities
  • Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same
  • Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for branch associates
  • Managing difficult situations with customers and providing clients with information, data, and advice

Personal Banker

Bank of America, N.A./Merrill
01.2008 - 01.2012
  • Primary responsibilities include sales and maintenance of Bank products and services
  • Work with other associates to exceed goals and provide support and training to new and existing employees in bank systems, products, and services
  • Provide financial consultations and analyze customer needs and make appropriate recommendations
  • Exceeded quarterly total goal by the end of the second month of the quarter while continuing to maintain high productivity
  • Instrumental in achieving a Score of a 9 out of 10 (97.5%) on Banking Center audit score
  • Resulting in a substantial increase from previous audit of a 7 out of 10

Education

High School Diploma -

Canyon Del Oro HS
Tucson, AZ
05-2003

Skills

  • Instrumental in achieving a Score of a 9 out of 10 (975%) on Banking Center audit score Resulting in a substantial increase from previous audit of a 7 out of 10
  • Policy compliance
  • Financial analysis and planning
  • Consulting
  • Risk management
  • Financial management
  • Cash management
  • Liability management
  • Adaptability
  • Investment action planning
  • Financial profiling

Accomplishments


  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Chartered Retirement Planning Counselor (CRPC) - College for financial Planning.

Languages

English
Native or Bilingual

Interests

  • Tech enthusiast, passionate about exploring the latest advancements and innovations
  • Virtual Reality
  • I like working with my hands and fixing things
  • Woodworking
  • Martial Arts
  • Watching Movies and TV Shows
  • Coding and Programming
  • Video Gaming
  • Strategy Games
  • 3D Printing
  • Crafting and DIY Projects
  • I enjoy helping others and giving back to the community

Timeline

Assistant Vice President; Financial Solutions Advisor

Bank of America, N.A./Merrill
07.2023 - Current

Self-Employed Sole Proprietor

Self-Employed
05.2021 - 07.2023

Assistant Vice President; Financial Solutions Advisor II

Bank of America, N.A./Merrill
01.2017 - 05.2021

Assistant Vice President; Financial Center Manager II

Bank of America, N.A./Merrill
01.2015 - 01.2017

Officer; Financial Center Operations Manager

Bank of America, N.A./Merrill
01.2012 - 01.2015

Personal Banker

Bank of America, N.A./Merrill
01.2008 - 01.2012

High School Diploma -

Canyon Del Oro HS

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Ross Campbell