Jean Bosworth Email and Phone Number
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Private Client Advisor with more than 15 years of progressive experience in strategic planning, risk management, negotiations, lead generation, and sales management. Results-driven, sales professional with the proven ability to develop and retain new and existing business using customer relationship management (CRM) skills. Dedicated, passionate leader directing cross-functional teams to identify and fulfill customer’s needs, increasing satisfaction and customer loyalty.AREAS OF EXPERTISE Business Development Cash Management Account Management Financial Reporting Strategic Planning Sales Management Process Improvement Team Leadership Negotiations Client Retention Business Analysis Risk Management
Bank Of America
View- Website:
- bankofamerica.com
- Employees:
- 250057
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Private Client AdvisorBank Of America Aug 2015 - PresentGreater Detroit Area• Recognized as a trusted financial advisor to high net worth clients and prospects.• Identified new business development opportunities such as lending, trust, and philanthropic services.• Lead team of specialist that work together to customize financial strategies(cash flow, investments, estate planning and tax implications for wealth transfer) that integrate the many aspects of the client’s lives. • Participated in networking activities to enhance personal brand.• Secured FINRA Series 7 and Series 66 Licenses.
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Small Business BankerBank Of America Dec 2011 - Aug 2015Greater Detroit Area• Identified and secured new priority small business clients. • Established positive relationships with internal partners in retail banking, cash management, brokerage, and merchant services to fulfill client’s specifications.• Elected to represent the Small Business Bankers on the 2013 National Executive Council (2 year position), supporting business process improvement by employing root cause analysis to identify and resolve issues. Selected to this council as a top producer, surpassing sales goals by 200% annually.• Increased awareness of the Small Business Banking division.• Analyzed customer’s financial condition and recommended financial solutions to fulfill their business or personal needs.
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Banking Center ManagerBank Of America Aug 2010 - Dec 2011Greater Detroit Area• Recruited, hired, and trained individuals. • Supervised the banking center with the goal to grow the business, drive execution, lead cross-functional teams, and manage risks.
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Banking Center ManagerFifth Third Bank Nov 2002 - Aug 2010Greater Detroit Area• Launched opening of a new banking center, directing marketing strategies to increase brand awareness within the community in order to generate business.• Hired, trained, and developed a team to reach their full potential through career growth opportunities.• Fostered and maintained new relationships through involvement with business, social, and community events.• Secured Series 6 and Series 63 Licenses. -
Divisional ControllerPolk City Directories Nov 2001 - Nov 2002Greater Detroit Area• Supported the automation of a commission system with several tiers based on earning potential, enhancing accuracy and time savings. • Integrated and consolidated information after Info USA acquired Polk City Directories. • Managed profit and loss (P&L) , $15 million annual budget. • Oversaw monthly forecasting of sales revenue and expenses.• Verified assets, liabilities and revenue items as they appeared on the financial statements to supporting documentation and review of month end and year-end closing.
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Senior Accounting Manager/Division ControllerSterling Bank & Trust, Fsb Oct 1998 - Oct 2001Greater Detroit Area• Increased overnight investment income while decreasing bank analysis fees.• Collaborated with the IT department to implement an ACH origination system. • Developed and implemented internal processes and procedures to ensure workflow efficiency.• Conducted internal audit reviews to achieve effectiveness and efficiency of operations, reliability of financial and management reporting, and safeguarding of assets.• Performed internal audit reviews.• Daily cash forecasting and management of $100 million dollars.
Jean Bosworth Skills
Jean Bosworth Education Details
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Thomas Cooley Law SchoolJuris Doctorate (Jd) -
Detroit College Of BusinessAccounting
Frequently Asked Questions about Jean Bosworth
What company does Jean Bosworth work for?
Jean Bosworth works for Bank Of America
What is Jean Bosworth's role at the current company?
Jean Bosworth's current role is Business Development | Project Management | Strategic Planning | Finance.
What is Jean Bosworth's email address?
Jean Bosworth's email address is je****@****ust.com
What schools did Jean Bosworth attend?
Jean Bosworth attended Thomas Cooley Law School, Detroit College Of Business.
What are some of Jean Bosworth's interests?
Jean Bosworth has interest in Children, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Arts And Culture, Health.
What skills is Jean Bosworth known for?
Jean Bosworth has skills like Access, Banking, Budgets, Cash Management, Commercial Lending, Credit, Credit Analysis, Management, Sales, Small Business Lending, Small Business, Time Management.
Who are Jean Bosworth's colleagues?
Jean Bosworth's colleagues are Gurjant Singh, Dekeda Johnson, Ryanne Cory, Cliff & Iris Lane, Yolanda Washington, Matthew Duggan, Jonathan Smith.
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