James Young Email & Phone Number

Lafayette, In, Us

Delphi, Indiana, United States

Cultivated strong relationships with clients while processing transactions and opening new accounts.- Achieved account opening and new money goals through superior customer service.- Identified sales and up-sell opportunities that generated new account openings and referral leads for commercial lenders and the investment advisor.Triaged, resolved, or escalated customer inquiries and complaints.- Successfully met the telephone inquiry goal and exceeded the online chat inquiry goal. Member of Delphi Retail Strategy Team and the Future Leadership Division.- Presented on behalf of the bank at a joint Chamber of Commerce and Economic Development Corporation community education event.

Logansport, Indiana, United States

Responsible for the Board of Directors administrative duties and meeting coordination. - Facilitated effective Board collaboration and strategic plan evaluation through prepared agenda, meeting packets, recorded minutes, and assessment survey compilation so that target objectives were achieved. - Coordinated and administered Director education and training.- Digitally formatted Board evaluation surveys and enabled easier summation of outcomes that included visualization of the data generated.- Maintained corporate records- Prepared monthly Board payrolls.

Delphi, Indiana, United States

- Uploaded and processed weekly invoice payments on behalf of the bank. - Classified all expenses to corresponding general ledger accounts.- Improved spreadsheet templates for insurance invoices that resulted in a 20% increase in processing efficiency.- Created and updated vendor files within the BankTel software platform, including the receipt of W-9 information.- Communicated with vendors to answer questions and resolve issues. - Posted journal entries.

Delphi, Indiana, United States

- Built and strengthened the customer experience through superb customer service and communication skills. - Presented on behalf of the bank at community education event.- Engaged in cross-selling of bank products.- Completed cash, check, ACH, and wire transfers on behalf of the bank's customers.- Built and strengthened the customer experience through superb customer service and communication skills. - Completed cash, check, ACH, and wire transfers on behalf of the bank's customers.- Trained regularly to maintain retail & business sales certifications. - Responded to customer complaints and inquiries in person, online, and over the telephone, including transaction disputes. - Assisted with branch audit reviews and regular vault duties.- Complied with banking regulations.

Dushanbe, Tajikistan

Presented to crowds, small groups, and individuals to develop partnerships and promote awareness of the necessity of agricultural development in the nation of Tajikistan.- Raised over $4,700 in monthly funding commitments and over $75,000 in one-time contributions.Advised the local management team of a high-density apple orchard on best practices, and future opportunities and codeveloped a project input and expense spreadsheet.- Co-developed a project input and expense spreadsheet. - Strengthened cross-cultural work relationships for future work projects at the orchard.Tasked with language, culture, and custom acquisition in a foreign context.- Attained language proficiency, fostered relationships, and became known in the local neighborhood. - Taught math and a science unit in a local private school for expatriate children.

Lafayette, Indiana, United States

- Built and strengthened the customer experience through superb customer service and communication skills. - Completed cash, check, ACH, and wire transfers on behalf of the Bank's customers.- Trained regularly to maintain retail & business sales certifications. - Complied with Banking regulations.

Lafayette, Indiana Area

- Taught introductory economics and second-year courses in micro and macroeconomics to college students.- Fostered students’ commitment to lifelong learning by connecting course materials to broader themes and current national and international events in economics.- Developed and delivered course materials, including engaging lectures, homework assignments, and exams to undergraduates.