Leah Cooley Email & Phone Number

Grand Rapids, Mi, Us

Greater Grand Rapids, Michigan Area

Cascade, Mi

Provide outstanding client services and support in a retail banking environment. Implement strategies to build and strengthen client relationships, assess needs, and develop personalized financial recommendations. Demonstrate deep understanding of services offered by Old National including mortgage, investments, treasury management, merchant services, private banking, wealth management, and commercial. Leverage strong communication and problem-solving skills at the client-level to resolve account-related questions. Process transactions in a timely and efficient manner while adhering to company policy.• Excelled in corporate training and development programs as a new employee.• Successfully earned NMLS license (#1913341) for mortgage loan originations.

Grand Rapids, Mi

*Plans and coordinates special events for corporate functions, including conferences, workshops, business meetings, dinners and receptions*Works with internal stakeholders to develop marketing and sales goals and creates marketing strategy, agenda, collateral and communication plan*Determines event site and venue. Develops budget for the event, negotiates the terms for the required services and manages vendors/suppliers. Audits invoices from vendors/suppliers.*Responsible for supporting the development of client communication marketing activities for partners and external audiences*Provides administrative support to senior manager and other partners in the department*Monitor expenses and handles accounts payable for the Grand Rapids office*Handles and confirms travel arrangements and processes travel expense reimbursements

*Identify new and better ways to meet customer needs through an enhanced sales relationship*Monitoring and Inspection Sales *Provide administrative support to other members of the sales team*Meet demanding deadlines

Accounting

Education record