David Spokes Email & Phone Number

Birmingham, Alabama

Birmingham, Alabama Area

Regions Center

Five Points West / Thirty Second Street

• Helps to oversee the daily running of an entire branch with emphasize on sales, customer service, operational support, compliance and HR.
• Responsible for sales management: analysis and implementation of branch and individual sales goals, supervision and coaching of both bankers and tellers. Acts as Mentor for new hires.
• Required to meet same individual sales goals as the Financial Sales Services position.

Homewood

• Recognized and met customer needs through selling and cross-selling appropriate products and services to new and existing customers. Used referrals to other lines of business when additional needs/opportunities were.
• Championed Regions ‘At Work’ Program through conducting on-site visits to local businesses and providing benefits/solutions to both employers and employees. Taught Financial Literacy Classes as part of Regions.

Hoover

• Provided expert advice to clients seeking to purchase a used vehicle. Helped clients through the whole car buying process from start to finish, making it as easy and pleasant a transaction as possible by providing the.

• Worked as an Independant Contractor for Investigative/Intelligence/Security and Protective Services. Worked on an as needed basis for a company a good friend of mine owns, Sabrehawk International, Inc. Most recent.

• Acted as an Investigator involved in all types of cases.
• Charged with the development of an A to Z Confidential Investigations, Inc’s Intelligence Program, including but not limited to the creation of an Intelligence product to be offered to clients in the future.
• Acted as Marketing Advisor, Financial Advisor, internal IT/Tech Advisor and Tech/Surveillance Equipment Inventory Controller.
• Acted as point of contact for international clients and cases. Currently able to provide linguistic services and support for German clients.
• Learned from and training with ex-FBI, US Marshalls and Armed Forces personnel.
• Acted as the Technical Advisor on the company’s websites, making sure they stay updated, constantly making improvements to the sites and the marketing of the sites. Worked in liaison with the company’s web designer.

• Worked as an Investigator and an Intelligence, Marketing and Technical Consultant on an as needed basis.
• Provided support and point of contact for company's German website.

• Provided comprehensive client service, communications and operational support to brokerage clients, working alongside a team of Financial Advisors. Also responsible for promotion of company’s product lines to clients.
• Aided the brokerage client with account opening, account maintenance and money transfers, as well as complex cost basis queries and adjustments, tax queries, retail banking advice and account restructuring.
• Worked within the following areas: Retail, Retirement, Estate, Broker Transfer, Cashiering, Business Accounts, Loans and HELOCs.

• Provided comprehensive client service, communications and operational support to brokerage clients, working alongside a team of Financial Advisors. Was responsible for cross-selling the brokerage clients using the.
• Aided the brokerage client with account opening, account maintenance and money transfers, as well as complex cost basis queries and adjustments, tax queries, retail banking advice and account restructuring.
• Worked within the following areas: Retail, Retirement, Estate, Broker Transfer, Cashiering, Business Accounts, Loans and HELOCs.
• Acted as Branch Client Associate Coach 06-08, whose responsibilities included working with upper level management to help to drive new campaigns and initiatives, as well as helping to manage the other branch Client.
• Assisted in the introduction of new policies and procedures, developing and implementing new training plans and strategies for new external and internal hires.

• Offered technical assistance, working with graphics, layout, and format of documents.
• Researched demographic and cultural information on this year’s featured country, Mexico.
• Performed general administrative tasks, including creating programs for events, creating databases and making travel arrangements.
• Contributed to the Birmingham International Festival’s ‘Salute to Mexico 2005.’
• Assisted in the creation of teaching materials for Alabama schools, including a resource guide and a selection of lesson plans.
• Attended and helped with the launch party for the ‘Salute to Mexico 2005’, held at Los Angeles restaurant and covered by Fox 6 News.

• Dealt with queries and invoicing for buying media: mainly newspapers, magazines and journals etc.
• Initiated correspondence in the form of both letters and emails. Provided basic technical support for IT and Internet work.
• Gained experience of advertising copy and graphics, advertising and marketing campaigns and strategies, and the production of a final product.

• Performed stock transfers, repurchases, sales, switches, and general client and account updates for European private and corporate clients, working mainly in German.
• Carried out the quality assurance (QA) of team’s work.
• Acted as Security/Compliance Officer for two teams.
• Trained new employees, and was responsible for updating team’s training materials, plans and day-to-day operational procedures.
• Worked for one month in the UK Comms Center, assisting private clients and financial advisors.

• Executed renewals of private clients’ motor insurance policies, which included making an assessment of the clients’ needs, updating client information, and creating a policy.
• Received training on client service and insurance retail systems and software.

• Supported following departments: Micro Finance, Agriculture, Health, Reconstruction, Justice and Peace Building.
• Translated proposals, reports, audits, and emails from French into English. Conducted online research on AIDS in Africa.
• Wrote and co-wrote reports and developed Access and Excel databases. Performed general administrative tasks.
• Assisted in developing the CRS Annual Report, which was sent to the US Government and all CRS benefactors.
• Created the CRS Emergency Contact Database for the Dakar office as a response to 9/11.

Ba/Hons, German & French Studies

Activities and Societies: • Core of French and German Language & Studies units, plus History, Politics and Culture. • Dissertation: ‘The.

A, Levels; German, French And English

Advanced Supplementary General Studies Certification Certificate of Further Studies in French for Business

Education record

German and French Linguistic Studies + Geography of the German Language 4-month study placement; as part of the University of Portsmouth.