Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business.Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerance.Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances.Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers.Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs.Performs other duties as assigned.

Registered Investment Representative for Huntington Financial Advisors

Eliminated Dedicated Relationship Banker Role***Handle Investment opportunities for the branch as well as sitting in on customer meetings to supplement information as well as experience for potential investment customers.A Relationship Banker plays a key role in looking out for our consumer and business customers•You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services•Providing excellent customer service and effectively resolving customer issues•Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners•Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships•Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)•Maintaining your knowledge of all products, services, technology and policies•Adhering to all operational, security, risk and regulatory policies and procedures•Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation.

Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships.Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)Maintaining knowledge of all products, services, technology and policies to provide the best service to customers.Accurately and efficiently assist on an as needed basis customer transactions while providing exemplary customer service.Adhering to all operational, security, risk and regulatory policies and procedures.Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation.Performs other duties as assigned.

A Relationship Banker plays a key role in looking out for our consumer and business customers•You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services•Providing excellent customer service and effectively resolving customer issues•Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners•Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships•Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking)•Maintaining your knowledge of all products, services, technology and policies•Adhering to all operational, security, risk and regulatory policies and procedures•Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentationHandle Investment opportunities for the branch as well as sitting in on customer meetings to supplement information as well as experience for potential investment customers

As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.Duties & Responsibilities:Providing excellent customer service and effectively resolving customer issues.Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies.Adhering to all operational, security, risk and regulatory policies and procedures.Other duties as assigned.

Providing excellent customer service and effectively resolving customer issues.Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies.Adhering to all operational, security, risk and regulatory policies and procedures.Other duties as assigned.

Providing excellent customer service and effectively resolving customer issues.Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies.Adhering to all operational, security, risk and regulatory policies and procedures.Other duties as assigned.

While at Burr Farms,I worked with the farm manager each day on improving the quality of the farm in many ways.I have worked on many hands on projects throughout the four months of working there.

Starting in December 2017, I developed a meticulous business plan to help kick start a partnership that is known as Miami Valley Dairy Transport LTD. I was able to utilize the skills I developed at the Fisher College of Business to help a friend from Holland create a business plan and become a major business owner in the United States. The business plan highlighted the core functions the business will need undertake and continue to execute in the future.

Promotional Specialist for Bacardi • Follow a specific marketing agenda that reflects the companies image and core values• Develop a clear brand knowledge and various product programs for events• Interact and promote Bacardi with possible consumers for both on-premise and off-premise locations• Perfectly execute pre-event planning, arrival & set-up, activating playbook, breakdown and recap

Lead Administration Assistant • Completed a Business Law internship• Work with county and state law officials in regard to legal documentation and court hearings• Coordinated and conducted meetings with clients establishing framework for various legal documents • Engineering and following the strict guidelines of certain legal documents• Maintained clear and concise communication between several attorneys, clients and county courts• Incorporated 250+ relationships between new and regular clients

Administration Assistant • Formulated spreadsheets for company expenses and tax information• Organized and recorded legal documentations for attorneys and office manager • Collected and conveyed company figures to lead accountant and office manager

At Woodland Run Equine Vet, I was required to work 4 days a week from 7am to 5pm sometimes 6pm. I was required to care for the horses that were being boarded or recovering from recent surgeries. A large majority of these horse were race horse that participated in races at Eldorado Scioto Downs. I would feed, water and cleaned up after the horses until around noon. During the day, i took care of the landscaping around the veterinarian center. This included things such as weeding, mowing, edging, mulching and planting. In the afternoon, i would serve as a helping hand to whatever task the doctors needed. At the end of the day, i made sure the horses were water and fed again before finishing up the day.