Jonathan Wolfe Email & Phone Number

Vancouver, WA, US

• Act as the primary point of contact for a select group of affluent clients and other customers, providing exceptional service and building lasting relationships
• Utilize a proactive approach to manage clients' banking relationship, ensuring their financial needs are met through tailored advice and recommendations
• Collaborate with colleagues and work as part of a team to achieve business results, fostering a culture of excellence and exceeding customer expectations
• Drive growth in client balances by actively soliciting referrals and leveraging internal and external sources to acquire new clients
• Partner with specialists such as Private Client Advisor, Home Lending Advisor, and Business Relationship Manager to assist with specialized financial needs
• Enhance client convenience by promoting and setting up self-service options

Colorado Springs, CO, US

• Officiate youth hockey fairly to promote good sportsmanship.
• Communicate effectively with coaches, parents and participants.
• Mentor new and upcoming officials.
• 2021 USA Hockey Youth Nationals

Minneapolis, MN, US

- Built and fostered relationships with clients via multiple channels, including in-person, and virtually.- Engaged clients to provide tailored financial counsel, assessing and their banking needs effectively.- Demonstrated and educated clients on available deposit and loan products and services, recommending solutions based on individual goals and needs..

New York, NY, US

• Act as the primary point of contact for a select group of affluent clients and other customers, providing exceptional service and building lasting relationships
• Utilize a proactive approach to manage clients' banking relationship, ensuring their financial needs are met through tailored advice and recommendations
• Collaborate with colleagues and work as part of a team to achieve business results, fostering a culture of excellence and exceeding customer expectations
• Drive growth in client balances by actively soliciting referrals and leveraging internal and external sources to acquire new clients
• Partner with specialists such as Private Client Advisor, Home Lending Advisor, and Business Relationship Manager to assist with specialized financial needs
• Enhance client convenience by promoting and setting up self-service options

New York, NY, US

• Deepen relationships with high net worth client to add additional products.
• Work directly with specialists including Financial Advisor, Home Lending Advisor, Business Relations Manager
• Coach Associates on opportunities to refer clients for additional products
• Proactively reached out to client to discover financial needs and provide the best product recommendations.

Valley Forge, PA, US

- Sell Small Business Plans including SEP, SIMPLE, and Individual 401(k) products. - Assist clients with complex issues on retirement accounts.- Small business expert for SEP, SIMPLE, 403(b) and Individual 401(k) products.- Develop communication strategy for department.- Collaborate with other departments on many retirement accounts.

Valley Forge, PA, US

• Supervise team of 12 temporary employees.
• Train and coach the employees on customer service and retirement accounts.
• Evaluate performance and help improve performance.

Valley Forge, PA, US

-Identify client issues to develop a solution to problems.-Guide clients through investment choices.

Phoenix, AZ, US

-Communicate with students on the phone to identify educational goals and deliver program details. -Work with Finance and Academic departments to enhance student experience. -Assist student in the enrollment process and support student in online class setting.-Selected for specialized training program

Phoenix, Arizona, US

• Provided quality customer service experience.
• Led team of employees and coordinated tasks to be completed.
• Organized events to ensure smooth efficient process.
• Handled cash and made weekly deposits into company bank account.
• Responsible for new employee training in meeting high service standards.

• Created Marketing Materials to increase sales of rental units.
• Created newsletters to gain interest from Major League players in extended spring training.
• Exceed revenue growth goal by contacting customers.
• Ensured quality of rental unit before client arrived.
• Maintained Inventory and organization of warehouse storage.
• Worked with local business to fill units in downtown Phoenix

Columbus, GA, US

• Assistant to sales representative.
• Made prospecting calls to potential clients.
• Compiled information packets specific to each account.

Bachelors Of Interdisciplinary Studies, Business And Economics

Masters Of Business Administration, Global Management

Master Of Business Administration - Mba, International/Global Studies