Kyle Cheeks Email & Phone Number

Beachwood, Ohio, United States

•Process payroll•Enter and pay invoices •Posting financial transactions in the general ledger•Responding to vendors via email, handling invoices, and coordinating duties with other accounting department members

Cleveland, Ohio, United States

• Manage calendars and schedule meetings/events. Use scheduling assistant feature for arranging group calls/meetings • Effectively use firm travel and meeting tools, follow policies and procedures to make travel/meeting arrangements, confirm details and creates itineraries • Effectively prepare weekly time and expense reports as required; follow policies and procedures, resolve auditor inquiries and engagement code reclassifications • Apply firm branding and correspondence guidance to format/edit letters, reports, and correspondence from draft to client-ready stage; become knowledgeable of firm mailing/delivery processes • Maintain documents on appropriate file servers and repositories, learn and adhere to EY records retention policies • Proactively develop relationships with key internal/external client contacts, gaining recognition as a team resource • Effectively assist with project plans for small project teams in local and virtual team settings • With guidance, may manage certain administrative aspects of client engagements • Collaborate with colleagues to determine and recommend most cost-effective solutions for completing tasks. Apply and share knowledge obtained about work processes, resources, structure and business of the firm/service line/functional group

Brooklyn, Oh

Develop and implement business and sales plans • Build and expand quality personal or corporate customer relationships through individual and team product sales and referrals to specialized areas • Be responsible for branch operations and keeping the branch in compliance. • Coach, counsel, and make recommendations on hiring, performance management, and salary adjustment decisions. • Handle scheduling and sales activity within the branch

Willoughby Hills, Oh

Builds quality personal or business customer relationships by proactively recommending appropriate bank products, accounts, loans and various financial products. • Manages a self-developed pipeline of clients and prospects for future selling opportunities with the objective of meeting or exceeding assigned sales goals. • Maintains strong client relationships to expand cross sell opportunities looking to expand relationships and develop cross sell opportunities through service to sales excellence. • Maintains up to date knowledge of products, services, technology and regulations. • Maintains operational records, reports and procedures required by office. • Complies with bank security practices.