Elliott Davis Email & Phone Number

Cleveland, Ohio, United States

-Provides personalized financial guidance by conducting in-depth financial assessments and creating tailored plans to help clients improve budgeting, debt management, credit scores, and savings strategies.-Leads financial education initiatives by delivering workshops and one-on-one coaching on personal finance topics including but not limited to budgeting, investing, and retirement planning to enhance client financial literacy.-Builds and maintains client relationships, provides ongoing support, regular progress check-ins, and personalized financial advice.-Collaborates with cross-functional teams, branch managers, and specialists to provide holistic financial solutions, integrating bank products and services into client financial wellness plans.-Leverages KeyBank’s financial wellness tools to identify opportunities to cross-sell KeyBank products and service based on client needs.

Cleveland, Oh

-Directed and coordinated activities in a fast paced production department.-Oversaw the financial guidance of all departmental projects.-Managed extended team members from cross functional departments within organization.-Developed and continually improved processes using root cause analysis, promoted safe work practice and environmental performance within the department.-Coordinated staffing within the department to meet customer and production requirements and continually improved flexibility of this workforce.-Supported the creation and attainment of departmental goals and metrics and maximized the profitability of departmental operations.-Assisted in the development of current and future machining strategy.

Independence, Ohio, United States

- Helped customers research loans and navigate the application, approval and closing process. - Recommended commercial and personal loan options to clients and explaining their terms, determining risks for loaning to clients based on their credit and processing paperwork.- Assisted customers with opening checking and savings accounts.- Assisted clients in opening lines of credit.- Maintained customer accounts and assist with resolving disputes.- Resolved debit and credit issues.- Completed basic data-entry and administrative duties.- Utilized banking software to help clients make financial decisions.

Cleveland, Ohio, United States

Ensured consistent delivery of the “Un-Carrier Experience” in the retail store environment.Consistently maintained a business relationship metric of 150% or above for the company.Coached associates & secondary leaders in a timely manner.Assisted the Regional Sales Manager (RSM) with scheduling, coverage, and resource planning to ensure the store's success.Assisted in ensuring all timecards were reviewed and accurate.Partnered with RSM to successfully launch new products, services or processes, and team training.

Cleveland, Ohio, United States

Assisted customers with researching loans and navigating the application, approval, and closing processes. Recommended commercial and personal loan options to clients and explained their terms, determining risks for loaning to clients based on their credit and processing paperwork.

Woodmere, Oh

- Hired, scheduled and supervised Wireless Sales Associates.- Met or exceeded key performance indicators as defined by company and industry standards.- Handled customer situations and made equitable decisions for the customer and the company.- Performed daily interactions such as coaching/mentoring for the team.- Created a positive work environment for sales team.

Mayfield, Ohio, United States

-Customer Service including processing sales transactions including sales, returns & exchanges, web pickups, hhgregg card payments, answering phones, and replenishment of merchandise.-Assist in developing and training new associates. -Implemented a campaigning project that resulted in a 6% increase of store revenue in 2014.-Built a personal book of business for over 300 customers.