Marcus Finger Email & Phone Number

Louisville, Kentucky Area

- Currently lead a team of 15+ individuals specializing in complex processing of 401K shareholder accounts.- Direct various function departments such as Closings, Mass Issuance, Capital Control, and UPS Adjustments. - Communicate directly with Relationship Managers of top Fortune 500 companies such as UPS, Merrill Lynch, and Citibank on missing information.

Louisville, Kentucky, United States

- Assist various Client Service Managers with compiling year-end compliance test census data for year-end testing and 5500 filing situations by using IS-View, Power Image, and PES systems.- Communicate directly with Plan Administrators concerning adoption agreement, trust agreement, and pension plan document retrieval - Ensure best year-end testing results.

Lexington, Kentucky Area

• Key company point of contact for vendors and suppliers for Smuckers account within assigned market.
• Effectively supervise a team of 12 or more in inventory and risk prevention.
• Analyze inventory data reports daily and create month-end forecasted EXCEL report.
• Forecast, manage, and successfully perform against organization operational budgets.
• Build and cultivate strong relationships with members of all levels of leadership and middle management to ensure 100% customer satisfaction.
• Develop and implement high impact sales and marketing strategies to attract new clients and retain existing accounts.

Lexington, Kentucky Area

• Managed customer transactions, processed sales referrals, and promoted bank services and products.
• Initiated and approved individual and/or corporate wire transfers daily.
• Successfully recovered $250k in balance sheet discrepancies.
• Participated in cash drawer audit process on monthly basis.
• Coordinated and prepared monthly cash vault audit procedures on quarterly basis as back up to Assistant Branch Manager.
• Responded to customer inquiries and resolved issues relating to account balances, loans, and payments within a timely manner.

Lexington, Kentucky Area

• Manage and administer all aspects of multiple accounts to expand client (Sprint Communications) products.
• Successfully generated an increased sales pipeline by 15% and enhanced revenue by $400,000.
• Spearheaded a medical troubleshooting team resulting in the resolution of over 2,500 client (CVS Caremark) escalated items.
• Collaboratively worked within test pilot groups conducting market research of CVS products in comparison to various competitors.
• Liaison between pharmacy and CVS customers in order to resolve discrepancies in reference to Rx issues.

Lexington, Kentucky Area

• Engage small business and consumer clientele resulting in the selling of various banking products.
• Improved branch profitability from a Performance Level 4 to Performance Level 2 through increase in mortgage loans and investments.
• Successfully managed a financial services team to include Financial Advisor and Mortgage Officer which produced an enhanced revenue stream of $750K/yr.
• Aided in teller evaluations of job performance on a quarterly basis.
• Investigated questionable ACH and wire transfer movement in order to prevent fraudulent activity semi-annually.
• Managed, participated, and assisted in semi-annual audits of teller and bank vault activities.

Master’S Degree, Business Administration And Management, General, 3.8

Masters in Business Administration (General Management)

Bachelor’S Degree, Multi/Interdisciplinary Studies, 3.0

Bachelor of Science (Education)