Joelle Cooke, Cfp®

Joelle Cooke, Cfp® Email and Phone Number

Relationship Manager @ Key Private Bank
cleveland, ohio, united states
Joelle Cooke, Cfp®'s Location
United States, United States
Joelle Cooke, Cfp®'s Contact Details

Joelle Cooke, Cfp® work email

Joelle Cooke, Cfp® personal email

n/a
About Joelle Cooke, Cfp®

A strong leader in client services with over 9 years of banking and payments industry experience, who provides excellent service, is well-organized, and goal-oriented. Successful and collaborative relationship builder across multiple levels of staff, leadership, and external audiences; trusted and influential advisor to clients.

Joelle Cooke, Cfp®'s Current Company Details
Key Private Bank

Key Private Bank

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Relationship Manager
cleveland, ohio, united states
Employees:
264
Joelle Cooke, Cfp® Work Experience Details
  • Key Private Bank
    Relationship Manager
    Key Private Bank Jun 2023 - Present
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  • Key Private Bank
    Associate Relationship Manager, Avp
    Key Private Bank Jan 2021 - Jun 2023
    Actively listen to client concerns which allows me to present a clear concise picture and provide the client with targeted solutions to help achieve financial goals. Effectively collaborate with field experts and other lines of business to problem solve complex client situations.
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  • Key Private Bank
    Wealth Development Partner
    Key Private Bank Dec 2019 - Jan 2021
    Effectively coached retail team members in the branch on Key Bank's wealth management services which lead to achieving a sales goal of 169%. Developed a targeted and systematic sales activity: Wealth Call Labs which have been implemented nationwide to increase wealth management referrals. Successfully increase collaboration between retail branches, mortgage loan officers and wealth management.
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  • Keybank
    Select Licensed Relationship Manager
    Keybank Feb 2019 - Dec 2019
    Brunswick, Ohio
    Managed and established a profitable book of business to achieve individual and team goals. Created a strong collaboration with retail financial advisor to achieve investment sales by 239%. Developed strong relationships with Mortgage Advisor, Operation Leader, and Business Colleagues to deepen client relationships.
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  • Keybank
    Licensed Relationship Manager
    Keybank Apr 2017 - Feb 2019
    Brunswick, Ohio
    Grew branch investment book to hit yearly target by July in 2018 Driving sales through excellent customer service; key player in driving branch sales to the top 15% of the company in 2018 Creating partnerships with local business to drive Key@Work program and grew household business to reach the top 33 of bankers in 2018Assisted in training new bankers on sales, metrics and operational standardsSuccessfully hit a revenue target of $60,000 in twelve months for a promotion to a Select Licensed Relationship Manager
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  • Citizens Bank
    Associate Licensed Banker
    Citizens Bank Dec 2014 - Apr 2017
    Bay Village, Ohio
    Consistently recommended customers to venture into new financial avenues directly increasing branch loans, investments and depositsExceeded sales goals by 150% for the 2015 and 2016 yearCreated partnerships with local businesses and a college to discuss financial opportunities which led to an increase in Citizens financial footprint.Assumed operational responsibilities which led to a state audit rated excellent Assisted in training new bankers on sales, metrics and operational standardsAchieved high customer services scores above 85% in 2016Assumed management responsibilities during restructure of branchFINRA Series 6, Series 63
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  • Forever 21
    Store Manager
    Forever 21 Aug 2013 - Dec 2014
    Beachwood, Mentor, Ohio
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  • Sears
    Assistant Store Manager- Softlines
    Sears Aug 2011 - Aug 2013
    Strongsville
    View

Joelle Cooke, Cfp® Skills

Sales Customer Service

Joelle Cooke, Cfp® Education Details

Frequently Asked Questions about Joelle Cooke, Cfp®

What company does Joelle Cooke, Cfp® work for?

Joelle Cooke, Cfp® works for Key Private Bank

What is Joelle Cooke, Cfp®'s role at the current company?

Joelle Cooke, Cfp®'s current role is Relationship Manager.

What is Joelle Cooke, Cfp®'s email address?

Joelle Cooke, Cfp®'s email address is jo****@****ank.com

What schools did Joelle Cooke, Cfp® attend?

Joelle Cooke, Cfp® attended Depaul University, The University Of Toledo.

What skills is Joelle Cooke, Cfp® known for?

Joelle Cooke, Cfp® has skills like Sales, Customer Service.

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