Jack O'Keefe Email & Phone Number

New York, Ny, Us

o Identifying new opportunities for Keystone Partners' talent solutions, leadership development, career transition and outplacement solutions

New York, New York, United States

o Initiate and develop loyal relationships with diverse consumer and business clienteleo Exceeded balance growth objective by securing $1.5MM in new funds for Quarter 2 and $3MM in Quarter 4o Appointed to lead branch in managers absence, responsible for operations, tellers, and bankerso Team Lead overseeing and authorizing transactions, banker and teller overrides and wire transfer approvalso Provide exceptional customer service by assessing needs, personalizing offers, and cross-selling productso Increase branch presence through proactive outreach, identifying opportunities, and guiding clients and businesses in making informed decisions to assist them in reaching their financial goalso Utilize CRM software to open and service accounts, submit applications for personal loans, credit cards, business loans, and lines of credit, and provide clients with tailored solutionso Collaborate with other departments (Corporate, Investments, Mortgage, Fraud, and Customer Service) contributing to the development and execution of strategic initiatives for customer acquisition and cultivation o Recognized for strong team spirit and collaboration

New York City Metropolitan Area

o Developed relationships with new and existing clients by cross-selling appropriate products and serviceso Executed Bank of America’s flex engagement strategy by educating customers, creating interest, and selling products and services in the teller line, lobby, or bank officeo Chosen as primary point of contact to manage high net worth client relationships, providing white glove serviceo Referred clients to Wealth Management, Lending Services, and Business Bankers; participated in daily, weekly, and monthly meetings in person, by phone or video o Software expertise: CRM, Interact, SSA, Bolt, CMC, EnAct, Fiserv DNA, Nautilus, WireXchange, DynaCash

Needham, Massachusetts, United States

o Processed retail and business banking transactions; identified sales opportunities; deepened existing client relationships to grow market share in targeted upper income communitieso Spearheaded business education about optimizing cash flow & merchant services enhancing operational efficiencyo Initiated/developed strong customer relationships; assessed needs & advised on relevant products and serviceso Connected with people; provided exceptional customer experience resulting in returning customers and uplifting my personal and professional reputation as a bankero Trained in all aspects of retail banking: personal/business lines of credit, insurance, mortgages, wealth management, investments, future planning

Holliston, Massachusetts, United States

o First-line support managing product inquiries for over 50 customers daily by phone, email, and via messenger/chat o Responded to social media comments and reviews o Authorized price adjustments to ensure customer satisfaction and uphold company reputation o Liaised with managers of Warehouse, Shipping and Returns about exchanges, complaints, and quality control

Holliston, Massachusetts

o Participated in all aspects of a start-up business, including marketing, sales, customer acquisition, production, and distribution of gourmet candieso Responsible for all facets of production and fulfillment: obtaining supplies, resolving mechanical failures, assisting wherever needed, and ensuring timely delivery. Created a catalog of products and updated the website o Educated retailers on the hands-on process used to produce our gourmet candy with a focus on quality and uniqueness. Cultivated sales by creating custom products to meet their needs o Supervised four employees alongside owner, coordinating schedules and production to fulfill orders in a timely manner

Needham, Massachusetts

o Managed all aspects of the hiring, onboarding and staffing of seasonal flu clinics. o Responsible for recruiting and hiring half of the registered nurses (150/300) hired by a five-person teamo Conducted cold call recruitment, in-person interviews, training, onsite support, payroll approval, and evaluations o Input and analysed data using Excel and recruiting software using a pool of 400 nurses o Ensured that all flu clinic staffing needs were met for small business as well as Fortune 500 companies o Resolved time-sensitive day-to-day issues that emerged at clinic sites with clients and nurses

Dedham, Ma

o Oversaw 15-25 servers and liaised with cooks, while supporting managers and customers in a restaurant seating 250 peopleo Promoted to Tier Two Server in recognition of performance with clients as well as back of the house staff

Hamden, Ct

Analyze information and cold call people to ask about hot topics in the news today at a nationally recognized polling institute.

Hamden, Ct

Responsible for responding to customer inquiries, resolving customer issues, supporting Financial Aid Officers, and general office management.

Needham, Ma

Self-starter with attention to detail, consistent work ethic, and flexible skill-sets. Performed tasks for various neighbors, including the elderly, related to home maintenance projects, shoveling snow, raking leaves, landscaping, cleaning attic and garage, trash removal, moving furniture and painting.