Thomas Post Email & Phone Number

Green Bay, Wisconsin

• Senior Client Champion, First Merit Bank, Pulaski, WI 2005 - Present
• Skillfully collaborate with high-net-worth individuals in order to manage accounts, provide recommendations and ensure customer satisfaction.
• Regularly meet sales goals for retail checking, savings and loans.
• Conscientiously keep clients informed on various products and services.
• Oversee comprehensive financial assessments for customers and issue referrals to banking partners such as Financial Consultants and Mortgage Officers.

Serve as Section Chief for RETRANS Unit which involves directing three subordinates and overseeing equipment operation, inventory and preventive maintenance.Certified as Signal Support Specialist including Secret Security Clearance.Recipient of ‘Perfect Attendance Award’ eight years running and nominated for ‘Soldier of the Year’ for exemplary performance.

Winner of ‘Branch of the Region’ during first year in this position and ‘Branch of the District’ for five of my first 12 months.Successfully ensured productivity and stability of branch financial portfolios, including profit/loss oversight.Thoroughly assessed monthly, quarterly and annual profit/loss reports to ensure profitability and budget.

Assist the Branch Manager in all aspects of operating a profitable and healthy branch.Assist in the development of all Branch employees including training, coaching, and all disciplinary action.Conduct financial needs analysis and counseling on optimal financial products tailored to the customers needs. Analyze all profit and loss reports identifying any.

Provided comprehensive support and assistance to Branch Manager for purposes of ensuring profitability and stability of office location.Oversaw professional development, training and disciplinary actions for all branch employees.Thoroughly analyzed financial performance metrics to develop bank products and services as well as ensuring.

Conscientiously provided financial counseling and recommendations appropriate to customer budgets.Successfully and regularly exceeded aggressive monthly goals for consumer and real estate loans, as well as credit insurance.Established and nurtured mutually beneficial business relations, resulting in minimal collections and delinquency concerns.Diligently.

Mba, Accounting, 3.8

MBA - Accounting

Bachelor Of Science, Business Administration

Business

High School