Overview
Work History
Education
Skills
Websites
Timeline
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Zachary Gerow

Tonawanda,NY

Overview

7
7
years of professional experience

Work History

Relationship Banker

Bank of America
02.2022 - Current
  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities.

Financial Advisor Assistant

CORNERSTONE CAPITAL WEALTH MANAGEMENT
06.2021 - 02.2022
  • Demonstrated organizational skills by managing account transitions through creating and uploading paperwork for over 300 clients
  • Audited data through the transfer and completion of over 300 client accounts
  • Developed reports and spreadsheets of data for financial reporting
  • Assisted 5 other financial advisors with managing and monitoring the completion of daily processes and offering support in all areas of the business.

Product Specialist – Northtown Hyundai

NORTHTOWN AUTOMOTIVE COMPANIES
06.2017 - 06.2021
  • Provided clients with a low-pressure buying atmosphere by presenting interested customers with information on as many cars as needed
  • Obtained an average of 5 positive customer reviews per month by facilitating a more comfortable sales process for both the salesperson and the customer
  • Stayed up to date with currency of vehicle information, inventory, and location.

Education

Bachelor of Science - Economics, Financial Economics

SUNY BUFFALO STATE COLLEGE
Buffalo, NY
12.2021

Skills

  • Leadership and time management
  • Communication and customer service
  • Critical thinking and adaptability
  • Active listening and organization
  • Microsoft: Word, Excel, PowerPoint, Outlook, Teams
  • Google: Docs, Sheets, Slides, Drive, Gmail
  • Other: Zoom, Skype, CRM Software for Business

Timeline

Relationship Banker

Bank of America
02.2022 - Current

Financial Advisor Assistant

CORNERSTONE CAPITAL WEALTH MANAGEMENT
06.2021 - 02.2022

Product Specialist – Northtown Hyundai

NORTHTOWN AUTOMOTIVE COMPANIES
06.2017 - 06.2021

Bachelor of Science - Economics, Financial Economics

SUNY BUFFALO STATE COLLEGE

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