Taron Robinson
Indian Land,SC
Summary
To be a strong leader in my workplace and community. To abide by, display, and reinforce company values, policies and vision. Possessing outstanding people skills is my competitive advantage. Having worked with a broad array of people has allowed me to leverage that and be a well-rounded manager of people. It also has helped me relate to the vast majority of people I come in contact with which is my ultimate strength with my clients and employees. Strong finance, lending, and banking background particular in lending. Proven track record of being able to reach and obtain sales goals. Demonstrated achiever with leading successful teams and managing day-to-day business practices. Strategic Operations and Banking Leader with a focus on scalable customer solutions. Builds customer loyalty by effectively resolving problems and quickly processing transactions.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Cash Management Operations Manager
LPL Financial
Fort Mill, SC
12.2023 - Current
- Developed new mechanisms to improve cash reconciliation for broken processes for ACH and wire processing via Treasury and Accounting.
- Developed and implemented operational procedures and supervisory controls to ensure compliance and quality standards are met.
- Managed staffing needs through recruitment, selection, onboarding, and training, as well as disciplinary action as necessary.
- Oversaw financial management, budget management, accounting and payroll activities.
- Lead huddles and meetings with peers and business partners to discover new ideas to process improve and optimization
- Implemented innovative strategies that reduced operating costs quarter over quarter while maintaining high levels of client satisfaction.
- Managed a team that processed fund disbursement in the form of checks, ACH, and wire transactions from brokerage accounts. As well as researching missing or displaced funds and deciphering documentation to ensure compliance adherence.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
Director of Financial Planning
Northwestern Mutual
Charlotte, NC
02.2023 - 10.2023
- Managed a team of that created timely, accurate, and completed story-told plans and experiences for the clients of Financial Advisors.
- Gathered and distilled financial data, preparing reports and presentations for periodic leadership reviews.
- Recruited and hired financial planning coordinators, resulting in substantially increased revenue to expand department and operation.
- Hired and onboarded team members to meet immediate and expected demand.
- Created company handbook to document corporate policies and procedures.
- Delegated work to staff, setting priorities and goals.
- Led the development of new policies related to financial planning and management practices.
Premier Relationship Manager
Wells Fargo & Company
Charlotte, NC
08.2022 - 02.2023
- Cultivated strong relationships with new and key clients to uncover short-term and long-term goals of retirement, education and business.
- Routinely and actively reached out to a book of business to maintain a level of trust with the client and insure that all needs, wants, and desires from a financial standpoint was being met including any maintenance of the client relationship.
- Strategically partnered with Financial Advisor to create plans to maximize products and service suite that could be recommended to the clients.
Investment Sales Consultant
Vanguard
Charlotte, NC
02.2022 - 06.2022
- Uncover needs and outside assets of current customers in order to find suitable solutions for long-term and short-term investing goals
- Participate in internal mentorship and internal programs for growth of knowledge in the wealth management sector and growth with-in the company.
Financial Center Manager
Regions Bank
Charlotte, NC
03.2018 - 02.2022
- District Lending Champion: Prepared strategies to maximize growth for the North Carolina market, coached employees on increasing loan production, and track loan production along with delivering new loan/credit initiatives to employees
- Member of a 6-member person team to win 2018 Chairman's Club recognition which awards company excellence in compliance, household acquisition and client satisfaction
- Advised clients on banking, financial planning and lending solutions
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Developed initiatives aimed at improving customer experience at the branch level.
- Interacted with other departments within the organization when necessary in order to coordinate activities or resolve issues.
Personal Banker
Fifth Third Bank
Concord, NC
07.2011 - 03.2018
- Establish, grow, and develop relationships with local clients by helping them reach their short- term and long-term financial goals
- Involved in a monthly Fifth Third Bank Development and Coaching Workshop for training Financial Center Management
- Selected in Fifth Third Bank's "Banker Leadership" Program.
Personal Banker
Wells Fargo
Charlotte, NC
08.2010 - 07.2011
- Coached and trained tellers on how to identify new prospects obtain new customers
- Hosted on-site financial seminars for financial wellness for prospective clients to extend company brand
- Top personal banker in my branch for obtaining new household relationships and loan units from
Senior Credit Manger
Wells Fargo Financial
Matthews, NC
12.2006 - 08.2010
- Trained new employees for branch level management in fast-paced sub-prime lending
- Created business/sales plans and distributed leads to branch employees to obtain business
- Top New Money branch for the state of North Carolina June 09, July 09, Sept 09, & Dec 09
- Employee of the Month" May 07 and June 07 for most "new money" in the southeast
Education
University of South Carolina - Lancaster
Lancaster, SCSkills
- Cash Reconciliation
- Performance metrics
- Service Assistance
- Cash flow management
- Client Relationships
- Staff recruitment
- Employee Coaching
- Performance Tracking and Evaluation
- Presentation skills
- Staff Training
- Spanish and English Bilingual
- Cash management
- Regulatory compliance
Languages
English
Native/ Bilingual
Spanish
Full Professional
Certification
- FINRA Series 6
- FINRA Series 63
Timeline
Cash Management Operations Manager
LPL Financial
12.2023 - Current
Director of Financial Planning
Northwestern Mutual
02.2023 - 10.2023
Premier Relationship Manager
Wells Fargo & Company
08.2022 - 02.2023
Investment Sales Consultant
Vanguard
02.2022 - 06.2022
Financial Center Manager
Regions Bank
03.2018 - 02.2022
Personal Banker
Fifth Third Bank
07.2011 - 03.2018
Personal Banker
Wells Fargo
08.2010 - 07.2011
Senior Credit Manger
Wells Fargo Financial
12.2006 - 08.2010
University of South Carolina - Lancaster