Andrew Evener Email & Phone Number

Florida, United States

- Build and improve Chatbot content for SIPS products (Bank, Invest, Credit Card, Relay, Travel, Rewards, etc.)- Create and improve Digital Communication content for SIPS products

Jacksonville, Florida, United States

- Build and improve Chatbot content for Banking, and Investing- Create and improve Digital Communication content for Banking, and Investing

Jacksonville, Florida, United States

- Assist members with investment-related questions, including regulatory questions- Monitor proprietary Social Investing commenting platform- Create a Standard Operating Procedure (SOP) for monitoring and responding to members in proprietary Social Investing platform- Assist non-licensed representatives with investment-related member questions and issues

St. Augustine, Fl

- Work with an advisor to create an advisory program, including custom advisory portfolio asset models- Serve as the point person on researching new technologies and tools available to the team- Champion effort to reach out and transfer old NYL Securities accounts to new B/D- Work closely with advisors to prepare documents and account summaries ahead of client meetings- Update compliance procedures and prepare for first audit with new B/D - Kestra- Serve as point person for all compliance matters between the Financial Services Department and B/D- Lead team to update CRM data to reflect current and accurate information- Lead effort to move to a fully digital filing system- Successfully earned FL 2-14, SIE, Series 7, and Series 66 credentials in 3 months

Jacksonville, Florida Area

- Champion the conversion to iDoc and DocuSign (Paperless office tools)- Research new CRM tools, and champion upcoming conversion to RedTail as the new CRM- Main point of contact for Broker/Dealer change and repapering accounts- Process and provided analysis for monthly referral report from branches- Main point of contact for 5 Financial Advisors for service support and operations- Process annuity policies, mail to appropriate members, and follow-up as necessary- Handle 15-25 incoming calls/day from members requiring assistance with accounts- Secondary point of contact for 7 Financial Advisors for service support and operations- Emergency Preparedness representative for the Investment Department- Assist with Investment Services introductory training for new credit union hires

St. Augustine, Fl

- Develop member relationships through the 2x2x2 customer service concept and VyStar Excellence- Grow 1st and 2nd mortgage loan business, complete the application process, and close 2nd mortgage loans- Grow consumer loan business, and complete the process from application to closing- Refer members to business partners (i.e. Investment Services, VyStar Real Estate Agency, etc.)- Open new memberships- Perform member account maintenance/service

Jacksonville, Florida Area

- Develop customer relationships through the 2x2x2 customer service concept & Relationship Analysis Map- Perform customer account maintenance, open/close accounts, complete loan application process- Develop 2nd mortgage business, complete the application process, and close 2nd mortgage loans- Develop $100,000+ Annuity Book of Business in Annuities in 1 year- Work 40+ Vantis Life Insurance quotes- Complete OD Report daily- Backup teller line to maintain minimal wait times and top customer service levels

- Top performer in Jacksonville/Orlando Division in Reg. E calling- Perform customer’s banking transactions while providing excellent customer service- Perform daily functions as Vault Teller, including ordering/shipping to/from the Fed- Balance and pull daily totals from the ATM

- Tutored four separate student-athletes in Principles of Microeconomics- Proctored exams for class sizes ranging from 200 students to 400 students

- Led 3 tours a day through the historic Hotel Ponce de Leon, now Flagler College- Process over $400 worth sales at register every shift- Assist customers with questions or needs- Promote Flagler College to tourists, and prospective students- Stock merchandise in store- Keep store organized

Ba, History, Economics, 3.525

Activities and Societies: Society for Advancement of Mangement 2007-2008, Intramural Flag Football 2005-2007, Intramural Softball.

Ms, Economics, 3.0

Course work in MS degree in Economics.