Customer Service Manager

BRIAN SPEARS

*** ****** **** *****: 760-***-****

San Marcos, CA 92069 Email: **********@*****.***

FINANCIAL PROFESSIONAL

Strategy | Leadership | Performance

Financial Services Professional with over 10 years of experience in market penetration and analysis, accounting, and business support. Enthusiastic in approaching organization-wide challenges from many angles and utilizing financial expertise to deliver effective solutions. Recognized as a hands-on problem solver who can rapidly resolve cross-functional business process problems, formulate strategic plans, and implement change, with benefit to the company’s bottom line. Noted for strong leadership by example skills; ability to project a positive attitude and to participate in facility and teammate activities. Proactive with a total commitment to streamlining operations and controlling costs. Able to handle multiple projects and meet deadlines under pressure.

AREAS OF EXPERTISE

Customer Service

Budget Management

Communication Skills

Accounting Skills Financial Services

Business Operations

Loans & Sales

Mentorship & Motivation Reconciliation

Financial Reporting

Collaborative Teamwork

Organization & Time Management

PROFESSIONAL EXPERIENCE

EMERALD CONNECT, San Diego, CA 2011-Present

Marketing Consultant

Complex financial modeling/analysis.

Proven experience with application of database management and spreadsheet.

Budgeting

Deep knowledge of forecasting techniques.

Overall business operations and strategy expertise.

JP MORGAN CHASE, San Marcos, CA 2010-2011

Personal Banker

Consultative sales.

Market penetration through networking activities.

Sales forecasting.

Customer service resolutions.

Client relation management.

SAN DIEGO NATIONAL BANK, San Diego, CA 2006-2009

Branch Service Manager

Developed new deposit and loan business.

Forecasted sales trends to increase market penetration.

Ensured branch was in compliance with National, State and Bank regulatory policies.

Increased bank’s visibility through community relation activities.

Increased staff performance through coaching and leadership.

Completed performance appraisals.

BRIAN SPEARS – PAGE 2

PROFESSIONAL EXPERIENCE CONT.

BUCS FEDERAL BANK, Columbia, MD 2006

Branch Manager

Developed new deposit and loan business.

Responsible for underwriting commercial and personal loans.

Responsible for monitoring all transactions in excess of $10,000 to comply with Bank Secrecy Act.

Analyzed and created management reports to increase branch profitability.

SANDY SPRING BANK, Olney, MD 1998-2005

Community Office Manager

Developed new deposit and loan business.

Completed annual budget of branch to ensure maximization of profits.

Developed and managed complex excel-based financial models.

Analyzed market share and data on competitors to ensure maximum market penetration.

EDUCATION

Bachelor of Arts, Business Administration, minor in Finance,

Ashford University, Clinton, IA; GPA: 3.0

NASD Series 6

NASD Series 63

Currently enrolled in Charted Financial Analyst program

Contact this candidate