Michael Kleinschmidt, Mba Email & Phone Number

Developed Training program and materials for Chevy Chase TrustDeveloped expertise in using Camtasia to develop training materialsLead training seminars with up to 40 employeesCatered 1 on 1 training seminars for employees requiring additional assistanceEnhanced knowledge of JIRA ticketing systemIntroduced to project management strategiesResponsible for.

• Dedicated book of business approximately $1.2 billion with about 70 client relationships.
• Facilitated complex transactions leading to no losses, and high customer retention
• Responsible for creating multiple reports to track expenses for trusts, distribution calculations for IRA and Unitrust payments.
• Responsible for testing, training, and optimizing new an internal software, TrustNet, that aggregates multiple programs into one, leading to increased efficiency amongst client services officers.
• Strong relationship management and conflict resolution skills with a record of positively collaborating, influencing, and coordinating with partners across all levels of internal and external organizations, especially.
• Develop and execute onboarding and training processes/strategies for Senior Trust Officers to streamline customer onboarding and overall customer experience

Bethesda, Maryland

Bethesda, MD

• Created new account opening process to utilize new technology and improve customer onboarding satisfaction by at least 20%
• Assisted 6 Senior Trust Officers with opening new accounts working on up to 65 new accounts simultaneously, leading to streamlined onboarding allowing for increase in customer satisfaction
• Coached team members (up to 25) on new SEI products, like ECR, to improve report generation for clients allowing company to maintain retention above 95%

Potomac, Maryland

• Forecasted weekly cash flows to meet client demand and maintain company mandated cash levels by utilizing client historical data and historical cash needs
• Coordinated sales methods with the teller and banker teams to increase sales by at least 15%
• Trained team on cash handling safeguards and transaction processing while applying these principles to my own work, which led to a perfect internal audit
• Advocated for fraud and counterfeit training leading to zero losses for the branch

Baton Rouge, Louisiana Area

• Assisted in executing company cash handling safeguards leading to zero branch losses
• Customized client service interactions to maintain above 90% client satisfaction
• Managed a team of 6 tellers, coordinating schedules to reduce wait time by 5%

Baton Rouge, Louisiana

• Succeeded in executing sales processes leading to at least 5 new relationships per month
• Developed relationships with other service providers, like Chase Investments, increasing cross sales by at least 15%
• Maintained perfect streak of client service satisfaction surveys

Alexandria, Virginia

• Articulated sales goals to tellers, achieving 35% increase in sales from the teller line
• Examined customer service practices and coached personnel to increase customer satisfaction from 17% to 85%
• Assumed temporary Branch Manager responsibilities and coordinated banker and teller processes to increase sales an additional 10%
• Administered company procedures precisely leading to two perfect Wells Fargo branch audits

Scottsdale, Arizona And Alexandria, Virginia

• Effectively assumed Manager on duty responsibilities, managing up to 8 tellers
• Facilitated transactions smoothly and efficiently, resulting in zero transactional losses to the bank
• Maintained customer satisfaction over 85% while being the second largest transactional branch in the Fairfax, VA district

Scottsdale, AZ

• Received 10 consecutive perfect client service experiences surveys that were given at random
• Achieved 7 consecutive perfect audits of my processes, cash and documentation handling
• Routinely achieved at least 5 business sales per diem

Mba

● Focus area: Finance & Capital Markets ● Courses included: Capital Markets, Financial Strategy for Corporations, Applied Equity Analysis.

Bachelor'S Of Arts In Education, Secondary Education And Teaching

● Received certification to teach History in the states of Arizona and Maryland ● Excellence award for the Praxis content assessment in.

High School Diploma, General Studies

Activities and Societies: Football Captain; Voices; National Honor Society; Track and Field