Corey Kelva Email & Phone Number

Grand Rapids, Mi, Us

Greater Chicago Area

- Consistently coach assigned Preferred Relationship Managers using consultative sales skills and appropriate tools to encourage teams to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs.- Provide sales management direction, i.e., review strategy, best practices, training/coaching and production expectations to Retail Licensed Bankers within Fifth Third Securities to ensure performance levels are met.- Inspect pertinent documentation and reporting necessary to effectively manage the team including but not limited to household reports, financial center p/l's, financial needs assessments (FNA), credit queues and applicable dashboards.- Develop and maintain collaborative relationships with Retail leadership teams and supporting business partners in order to achieve a holistic approach to assessing the financial needs of customers.- Facilitate educational updates and requirements for Licensed Bankers utilizing a variety of channels including seminars, conference calls, team meetings and classroom or virtual offerings to ensure bankers are well positioned to offer a variety of solutions to clients along with meeting performance objectives and requirements.- Manage the licensing process for the licensed banker candidates in the assigned territory in conjunction with the Manager of Bancorp Licensing Programs.- Participate in new licensed banker onboarding to include licensed banker orientation and required coursework completion.- Maintains knowledge regarding Investment products distributed though out the Retail channel.- Responsible for FTS supervisory duties within assigned territory.

Greater Chicago Area

- Supervise less experienced roles in transactional tasks and processes to ensure timely completion, quality, and compliance- Identify opportunities for process improvement and risk control development in less complex functional areas- Make day to day supervisory decisions and resolve issues related to team supervision, work allocation, and daily operations- Leverage interpretation of policies, procedures, and compliance requirements- Collaborate and consult with peers, colleagues, and mid level managers as well as interact directly with external customers- Manage allocation of people and financial resources for Brokerage Field Support- Mentor and guide talent development of direct reports and assist in hiring talent

St. Louis, Mo

- Developed, coordinated, and executed program management for all mentoring alliances and partnerships, included but not limited to identified mentors based on proficiencies and paired/grouped mentors and mentees, as well as monitored and followed-up with mentees and mentors and tracked progress- Provided structure and content for mentoring program, e.g. weekly, monthly, quarterly consultations between mentors and mentees, ensured mentoring partnerships were progressing and developing- Paired and managed mentor-mentee partnerships and assignments, with keen attention to mentor strengths and mentee skill gaps and development needs- Drove and contributed to strategic initiatives, e.g. manager call series, Branch Leadership Tour, and other projects as assigned- Worked with associates and leaders of all levels and built strong collaborative relationships with key business partners including Learning & Development, Marketing, Communications, Human Resources, Products & Advice, Strategy & Innovation, WFA Leadership, as well as branch, regional, and home office leadership- Demonstrated flexible attitude and ability to prioritize in a high-paced, demanding work environment that constantly evolved to meet the needs of WFA Senior Leadership as well as contributed to group projects and efforts as needed

Greater St. Louis Area

- Distributed critical field facing communications to financial advisors and branch managers using numerous communications methods including e-mail, intranet, mobile/digital, video and audio vehicles.- Incorporated design and technology practices to ensure the success of important communication initiatives.- Prepared data and distribution lists with great care, in preparation of targeted communications.- Collected, manipulated and analyzed data.- Organized, formatted, and distributed Excel spreadsheets using a prescribed format.- Maintained email distribution lists for each business channel and various segments.- Published email content and supporting documentation to the intranet.- Managed functionality of several mailboxes, monitored and shared responses from recipients.- Ensured messages containing sensitive information were delivered and received by only those intended.- Assisted in solving problems related to efficiency and efficacy in planning, production, communication, and marketing impact. Doing so included troubleshooting issues, proposing solutions and testing enhancements.- Took responsibility for ensuring that policies and procedures were current and in compliance, and that they enabled business continuity.- Provided desktop publishing support to Field Information Strategies team.- Managed ad hoc projects as assigned.

Greater St. Louis Area

-Facilitated distribution of important field communications via notifications to advisors, form updates, and important documents to clients. -Troubleshooted complex client issues across multiple business channels.

Greater St. Louis Area

-Crafted written content for social media use and maintained social presence for brand.-Developed and created flyers to communicate store promotions and team member news.-Recruited and screened talent using hiring websites. Interviewed, hired, and trained team members.-Developed and implemented customer service model for brand and provided detailed communication plan.-Organized and maintained HR files.-Analyzed sales trends and peak business hours to create effective schedules using Excel.-Drafted store policies and procedures.

Baltimore, Maryland Area

-Managed communication process for loss prevention program.-Managed all aspects of running the front end.-Planned and prioritized daily operating functions of customer service team.-Applied strong attention to detail in order to ensure compliance with all corporate loss prevention procedures.-Developed communications plan to ensure all vital information was shared amongst all associates.

North Carolina

-Provided written communication vehicles that distributed all necessary corporate updates to associates.-Responsible for cash management, record maintenance, account reconciliation, and supervision of cashiers.-Processed refunds, exchanges, money orders, wire transfers, and point of sale overrides.-Directed customer traffic to minimize wait times.-In charge of receipt, fulfillment, and delivery of online customer orders.

Morehead City, North Carolina, United States