Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Zach Reed

Centreville,MI

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Banker II

Fifth Third Bank
01.2022 - Current
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.

Senior Financial Planner

Larson Financial Group
10.2016 - 11.2021
  • Increased client satisfaction by developing personalized financial plans tailored to individual needs and goals.
  • Streamlined financial planning processes for more efficient client interactions and improved overall service.
  • Managed complex investment portfolios, resulting in increased returns and minimized risk exposure for clients.
  • Collaborated with cross-functional teams to provide comprehensive financial advice, enhancing client's overall experience.
  • Implemented tax-efficient strategies in client portfolios, optimizing savings and wealth accumulation potential.
  • Advised business owners on succession planning strategies to preserve their legacy and protect their family's future interests.

Education

MBA - Finance

Spring Arbor University
Spring Arbor, MI
04.2017

Bachelor of Arts - Spanish

Goshen College
Goshen, IN
01.2011

Skills

  • Transaction Processing
  • MS Excel
  • Financial advisement
  • Wealth Management
  • Customer Service
  • Client Relationship Management
  • Opportunity Identification

Certification

  • Licensed Banker (SIE, Series 6, Series 63, Life Health & Annuities).

Timeline

Personal Banker II

Fifth Third Bank
01.2022 - Current

Senior Financial Planner

Larson Financial Group
10.2016 - 11.2021

MBA - Finance

Spring Arbor University

Bachelor of Arts - Spanish

Goshen College

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Zach Reed