Kyle Jackson, Mba Email & Phone Number

Dearborn, Michigan, United States

Greater Detroit Area

Greater Atlanta Area

Analyzed client performance scorecards and provided departmental process improvement models. Created high level and detailed workflow charts for all operational business units. Responsible for gathering operational and statistical data, performing analyses, and helping to draw conclusions about how the firm is functioning per management and client’s expectations. Served as the go-to resource on the operations team for financial reporting, data collection, analysis, presentations and summarizing operational results.

Greater Atlanta Area

Analyzed, tracked and resolved complaints, inquiries, and issues related to branch operational processes and regulations including KYC, BSA and AML risks. Guided bank staff in meeting procedural and regulatory requirements. Maintained confidentiality of bank customer information. Responded to and diagnosed fraud risk issues in conjunction with system users. Maintained technical expertise in order to effectively provide sales and service support. Ensured operational integrity, compliance, and total customer satisfaction.

Communicated with customers, responded to inquiries, deduced their needs, and recommended financial services and products based on findings. Monitored and assessed client portfolios to ensure quality and stability. Researched and analyzed market data, forecasted financial outcomes, and supported client needs during all phases of account management. Developed and implemented weekly management reports. Created and distributed daily client lists for use in following up on service issues. Devised marketing strategies and methods for increasing client volume.

Actively supported and backed up branch manager in day-to-day branch operations. Prepared, reviewed, distributed, and executed weekly marketing schedules. Trained and supervised tellers, overseeing and supporting sales and customer service activities; consistently met sales and quality goals. Facilitated new hire orientation. Led compliance activities, ensuring strict adherence to all applicable regulatory, legal, and policy requirements; earned title of “Compliance Champion.” Managed internal and external referral materials. Developed client retention spreadsheets to track and monitor customer attrition or retention related statistics. Audited and tracked check imaging and performance reports.

Bachelor Of Arts, Advertising; Public Relations

Masters Of Business Administration, Business Administration And Management, General