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

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.