Microsoft Office Programs
Tim Viancourt
Columbus
Summary
Currently in the GCT Financial Consultant role with Empower, finishing my ramp up period in April. I originally came from the retail side of the financial industry at Chase bank as a founding member of their Virtual Branch pilot in the corporate world. Which grew out into it's own department before I left. I pride myself on work ethic and getting better each week as I run into new scenarios. Approaching each participant as a unique individual with different situational needs, in a methodically repeatable way. My goal is to enter the senior segment with my head up. Ready for any changes while continuously getting better. I am still honing my process, but am very coachable and will always be trending in the right direction. I am committed and ready for the next step.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Consultant
Empower
09.2023 - Current
- Educate participants on retirement options, empowering them to make informed decisions about their finances throughout major life events and transitions.
- Collaborating with team members to develop strategies for optimizing conversations surrounding participants unique situations.
- Building strong relationships with clients through consistent communication and proper customer service.
- Leveraging resources to provide applicable solutions through probing questions to stay within compliance and hit KPI's.
- Providing best interest recommendations on different retirement vehicles based on the participants situation.
- Original member of the BIP advice pilot rolled out through GCT
- Utilized BIP data to form pivot tables and graphs for internal team competition tracking throughout March. Presenting that data briefly each week for the month.
MOD & Bartender
Hoof Hearted Brewing
09.2021 - Current
- Supervised and trained staff on preparing and delivering drinks, handling food, and money and setting up bar at beginning of shift and breaking down at end of shift to facilitate operations.
- Upsold menu items to customers, driving up per sale revenues and maximizing profits.
- Oversaw and monitored cash drawers and reconciled drawers at close of business.
- Established rules for ejecting problem customers from bar to reduce liability and maintain pleasant environment.
- Served high customer volumes during special events, nights, and weekends.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
Virtual Banker II
JPM Chase
03.2019 - 09.2021
- Founding member of Virtual Branch pilot before and during pandemic, which is currently a multimillion dollar department
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Compiled success stories for internal and external program promotion.
- Assisted clients with preparing financial health plans to meet financial goals.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Documented effective and replicable methods for extracting data and organizing data sources.
- Collaborated with business-unit leaders to identify and prioritize problems.
Senior Policy Specialist III
JPM Chase
03.2018 - 03.2019
- Supported department leadership in implementing new policies, procedures and controls.
- Identified areas in need of critical improvement and implemented strategies to achieve targets.
- Drove change through quality-oriented strategies to help operations accomplish ambitious short- and long-term goals.
- Guided less experienced staff through processes such as banker policy communication and escalations.
- High volume banker communications nationwide on every day and one off policy measures to drive branch revenue, decrease liability and increase customer experience.
Education
Bachelor's of Science in Agriculture - Agricultural Business And Applied Economics
Ohio State University
Columbus, OH 12.2021 - 12.2021
Skills
Product knowledge
Brand alignment
Multitasking Abilities
Teamwork and Collaboration
Data formatting
Data profiling
Data analysis
Sales expertise
Software
Certification
Financial Health Coach
Interests
Alpine Climbing and Systems
Timeline
Financial Consultant
Empower
09.2023 - Current
Bachelor's of Science in Agriculture - Agricultural Business And Applied Economics
Ohio State University
12.2021 - 12.2021
MOD & Bartender
Hoof Hearted Brewing
09.2021 - Current
Virtual Banker II
JPM Chase
03.2019 - 09.2021
Senior Policy Specialist III
JPM Chase
03.2018 - 03.2019