Trevor McCleary
Liberty,MO
Summary
Hardworking and ambitious Banker with 5+ years of experience in the banking industry fulfilling roles in sales and operations management. Proactive, committed, and accountable.
Overview
8
8
years of professional experience
Work History
Braille Technology and Distribution
Braille Bibles International
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
10.2021 - 08.2022
- Created and maintained detailed database to develop promotional sales.
- Trained new personnel regarding company operations, policies and services.
- Cross-trained 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
09.2020 - 10.2021
- Conduct Interviews and communicate with clients effectively
- Cross sell consumer and commercial products, along with strategic partner offerings, to maximize revenue opportunities and enhance client satisfaction.
- Able to maintain high level of rapport with managers, tellers, and strategic partners within Arvest
- Utilize analytical skills to compile and analyze bank transfer date, extracting insights to maximize cost effectiveness, operational efficiencies, and performance while ensuring compliance with payment network regulations and standards.
- Maintain high attention to detail
- Provide quarterly reports detailing acquisitions of new clients and identifying potential opportunities for revenue growth and product optimization.
- Developed long-lasting relationships with clients through effective communication and understanding of their financial goals.
- Learned several types of payment methods including ACH, domestic and international wires, and bank transfers outside of the United States.
HVAC
AIR FILTER SYSTEMS Inc.
07.2019 - 08.2020
- Worked to ensure shipments were placed, gathered, and sent out in a timely manner
- Worked effectively in fast-paced environments.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Identified issues, analyzed information and provided solutions to problems.
- Worked closely with clients such as Children’s hospital, and JB Hunt etc
- Learned how to effectively sale HVAC products to other companies by uncovering client needs.
Deficiency Coordinator
Arvest Bank
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
- Perform and maintain composure under stressful situations
- Utilized Microsoft excel and word.
- 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.
- Learned and adapted quickly to new technology and software applications.
Crossed Trained Teller
Arvest Bank
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 on loans
- Average 150 transactions a day
- Sales/Credit Card leader.
Education
Bachelor of Arts - History
University of Arkansas - Fort Smith
Fort Smith, AR12.2017
Skills
- Communication
- Collect and Research Data
- Motivate Others/Work in Teams
- Meet Deadlines
- Desire to Learn
- Professionalism & Character
- Organized
- Compliance adherence
- Energetic
- Critical/analytical thinking
Accomplishments
Graduated from the Leadership Program at Arvest Bank
Made the Dean's list in 2022
Helped implement sales strategies for the bank
Volunteer Experience
- New Life Church, Young Adults Life Group leader
- New Life Church, Kid Life volunteer,
- Vive Culture Church, Kid's Ministry
- United Day of Caring
- Riverview Hope Campus in Fort Smith AR
- Coached Boys and Girls Club football and basketball
- Prime River Valley professional Summit Conference
Timeline
Braille Technology and Distribution
Braille Bibles International
08.2022 - Current
Client Care Coordinator
E Shipping
10.2021 - 08.2022
Financial Sales Representative
ARVEST Bank
09.2020 - 10.2021
HVAC
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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