James Michael Green Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Illinois, United States

Greater Chicago Area

Treasury Management Officer - Corporate Client Banking

Greater Chicago Area

Greater Chicago Area

Independently provides account management, client servicing and implementation coordination for highly complex accounts, which include highest revenue clients with specialized product, servicing needs. Researches, analyzes, and resolves a wide range of treasury, cash management and or depository products and services of varying complexity, some of which have global requirements. Identifies product and sales specialists and effectively integrates servicing with implementation and operational requirements across departments, other bank divisions, and countries. Provides relationship management, servicing and technical assistance to unit associates to resolve complex, unique client requests.

Greater Chicago Area

Downtown Chicago

I provide an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them.MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.CRN201507-174124

Engage in personal financial engineering via the Lifetime Economic Acceleration Process.* Tasked to retain current patrons and expand potential client base.* Provide analysis of group medical, dental, and life insurance policies for small businesses usingMicrosoft Excel and PowerPoint presentations.* Create marketing materials using Microsoft Publisher in the form of newsletters and presentations.Then communicate them through broadcast emails.* Other obligations include fulfilling a variety of office tasks including; managing and updating acompany database, communicating with insurance companies and providing customer support.* Gained acute interpersonal skills through communication with current and potential clients.

Provide refereeing services for all intramural sports offered at Loyola University Chicago.* Educate new employees as to rules and procedures regarding intramural sports.* Assisted in making employee scheduling more efficient and effective and use social media to promotecampus recreation activities.

Chicago

Created new innovative public relations campaigns for the founding partner of the firm, includingpublic service campaigns.* Communicated with virtually every newspaper outlet in Chicago to inform them of potential storiesregarding out clients’ cases.* Arranged and edited a weekly news column written by the founding partner.* Learned effective and efficient research methods to quickly and accurately check facts and findsources.

Operated and serviced a portion of an assembly line with 6 other employees.* Learned unique management skills regarding production efficiency with a diverse employee base.