Brian Boltz, Jr. Email & Phone Number

Germantown, Md, Us

Germantown, Md

Rockville, Maryland, United States

Processing and servicing PPP loan forgiveness applications

Rockville, Maryland, United States

- Collaborate with commercial lenders to develop client relationships further in the form ofdeposit accounts, treasury services, and personal loans- Manage branch operations and act as the frontline for the majority of client requests- Team Leader for the Experience Champion group, analyzing data from the 2020 GreatPlaces to Work survey- Awarded the Q3 2021 Principle Award - Make It Your Own

Laurel, Md

In addition to the same responsibilities under TD Bank, I also accomplished the following.- Travel to every location as needed for managerial support, training of new employees,special projects, and facilitating two bank acquisitions in 2016- Work directly with Retail Administration for daily balancing of armored car services- During the pandemic, offered assistance in the Customer Service Center due to increasedvolume, in-depth PPP related questions, and conversion related questions as Revere Bankwas being acquired by Sandy Spring Bank

Olney, Maryland

- Build lasting client relationships by exceeding expectations and creating a legendary experience with a friendly, professional, and timely manner- Provide suitable financial solutions, including all personal and business banking and lending needs as well as personal fixed insurance options, to help clients plan for and achieve financial goals- Exceed sales goals consistently and earning ‘Quality High’ ratings in every category, every quarterly review since beginning employment- Earn recognition for leadership qualities, such as professionalism and problem solving skills, toward management and corporate opportunities- Cross-trained as a teller, certified loan officer, certified insurance producer, financial educator, community representative, and branch supervisor

Columbia, Md

- Number one on regional performance charts for Keyholders in both units and dollars per transaction for the year of 2012- Assist guests and maintain lasting relationships through exceptional service- Manage a small sales team, including daily goals, training, and team selling

Greenbelt, Md

At the time of employment this company was known as First Investors Corp- Recommend and provide investment opportunities for households, including mutual funds, annuities, and life insurance- Analyze as a team how to match investments to specific needs and risk levels