TREVOR MCCLEARY
Weston,MO
Summary
With more than 5 years of experience in the banking industry, I have cultivated a unique combination of diligence and ambition. My skills encompass sales and operations management, where I have consistently displayed a proactive attitude, unwavering dedication, and a strong sense of responsibility. I have a proven history of achieving outstanding results and surpassing goals, and I am committed to delivering excellence across all aspects of my work.
Overview
9
9
years of professional experience
Work History
Administrative Assistant
Braille Bibles International
Liberty, MO
08.2022 - Current
- Handled client inquiries with exceptional professionalism and enthusiasm
- Developed strong organizational and communication skills through coursework and volunteer activities
- Self-motivated, with strong sense of personal responsibility
- Gained extensive knowledge in data entry, analysis and reporting
- Proven ability to learn quickly and adapt to new situations
- Organized and detail-oriented with strong work ethic
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Client Care Coordinator
E-Shipping
Kansas City, MO
10.2021 - 08.2022
- Created and maintained a detailed database to develop growth of sales
- Requested and collected carrier quotes and relayed that information to the clients.
- Made detailed reports for clients on shipments concerning transit time, rates, when the shipment left the pickup location, and when it was expected to arrive and sent these reports out every morning.
- Made formulas in Excel where I could pull rates from reliable carriers that my clients liked to use to make it more efficient to get their shipments out on time.
- Trained new personnel regarding company operations, policies, and services
- Cross-trained with other departments and backed up other customer service managers
- Delivered proactive outreach initiatives aimed at deepening relationships with key accounts, driving increased revenue opportunities over time
- Developed strong relationships with clients to build trust and loyalty, resulting in repeat business
- Demonstrated commitment, proactive attitude, and kept an innovative mindset
- Applied strategic thinking skills when evaluating potential solutions or alternatives during critical decision-making processes affecting the client experience.
Financial Sales Representative
ARVEST Bank
Fort Smith, AR
09.2020 - 10.2021
- Conducted informal interviews with customers to help find the right finacial solution to meet their needs.
- Cross-sell consumer and commercial products, along with strategic partner offerings, to maximize revenue opportunities and enhance client satisfaction
- Able to maintain a high level of rapport with managers, tellers, and strategic partners within Arvest
- Utilize analytical skills to compile and analyse bank transfer date, extracting insights to maximize cost effectiveness, operational efficiencies, and performance while ensuring compliance with payment network regulations and standards
- Led team meetings to review sales numbers and goals for the month. Stayed informed on federal regulations and communicated this information with my colleagues to ensure compliance.
- Met all of my sale goals each month
- Learned several types of payment methods including ACH, domestic and international wires, and bank transfers outside of the United States.
Client Services
Air Filter Systems Inc.
Fort Smith, AR
07.2019 - 08.2020
- Worked to ensure shipments were placed, gathered, and sent out in a timely manner
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Identified issues, analysed information, and provided solutions to problems
- Worked closely with clients such as Children's hospital, and JB Hunt
- Learned how to effectively sale HVAC products to other companies by uncovering client’s needs.
Deficiency Coordinator
ARVEST Bank
Fort Smith, AR
10.2017 - 04.2019
- Work to insure post-charge-off-collection efforts are completed in a timely manner and recommendations are made as needed based on evaluation of accounts serviced
- Responsible for periodic updates and/or reports on recovered dollars to management for evaluation of collection efforts
- Manage third party vendors by providing monthly status reports for complaince with Arvest service agreement and statement of work.
- Created my own tracking program by utilizing Excel to run formulas to pull data, deficiency dollar amounts to present to management how the department was doing.
- Monitored statute of limitations for expiration date of judgments to ensure compliance with State/Federal laws.
- Tracked records, filed documents, and maintained communication between clients to manage office activities
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to
- Demonstrated creativity and resourcefulness through the development of innovative solutions
- Review accounts to make sure payments have posted correctly and update my reports as needed.
- Learned and adapted quickly to new technology and software applications.
Crossed Trained Teller
ARVEST Bank
Fort Smith, AR
01.2016 - 10.2017
- Accurately processed customer cash, check, transfer, and statement transactions
- Greeted and guided customers in a friendly and professional manner
- Processed recurring and daily electronic transactions
- Restyle accounts, run profiles on new customers, open accounts if needed Maintain up to date knowledge on current promotions and products as well as interest rates
- Average 150 transactions a day Sales/Credit Card leader.
Education
Bachelor of Arts - History
University of Arkansas Fort Smith
12.2017
Skills
- Communication
- Collect and Research Data
- Technical Writing
- Microsoft Suite/Advanced Excel
- Data Entry
- SAP trained
- Professionalism & Character
- Power Queries
- Compliance Adherence
- Financial Reporting
- Critical/analytical thinking
Accomplishments
Successfully completed the Leadership Program at Arvest Bank, showcasing strong leadership skills and dedication. Achieved academic excellence by making the Dean's list in 2022, demonstrating a commitment to excellence. Played a key role in implementing effective sales strategies at the bank, contributing to overall success. Demonstrated consistent performance by meeting and exceeding sales expectations, showcasing a strong work ethic.
Timeline
Administrative Assistant
Braille Bibles International
08.2022 - Current
Client Care Coordinator
E-Shipping
10.2021 - 08.2022
Financial Sales Representative
ARVEST Bank
09.2020 - 10.2021
Client Services
Air Filter Systems Inc.
07.2019 - 08.2020
Deficiency Coordinator
ARVEST Bank
10.2017 - 04.2019
Crossed Trained Teller
ARVEST Bank
01.2016 - 10.2017
Bachelor of Arts - History
University of Arkansas Fort Smith
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