Customer Service Management

Jeremy M. Myers

**** ****** **. ******, ** ***** ? 937-***-****

E-mail: *.*.******@*******.***

BANKING ? FINANCE ? CREDIT ANALYSIS ? LEADERSHIP

Professional Profile

o Solutions-driven banking and finance professional with extensive

experience in retail banking, basic accounting, and finance.

o Highly adept at collaborating with management and senior management to

create and implement procedures in order to mitigate losses and

streamline customer service solutions.

o Experience in a diverse range of operational issues, including

balancing spreadsheets, auditing, document research, and

loss/recovery.

o Effective mediator, conflict-resolver and communicator.

o Skilled at financial counseling and advising clients, as well as

training, and coaching a team of colleagues.

Professional Experience

Customer Service Rep, Branch Supervisor, Delaware Co. Bank & Trust,

Sunbury, OH,

2010-Present

o Analyze current and potential clients' financial portfolios, listen

and understand needs to make appropriate recommendations.

o Utilize FIS Bankway, AS400, CBC Innovis, Lotus, and Microsoft

applications to perform everyday duties.

o Supervise teller staff and am custodian over the vault cash supply in

order to maintain the operational integrity of the branch.

o Responsible for taking loans and lines of credit applications,

analyzing credit, and making lending decisions based on the banks

lending guidelines.

o Have the responsibility of compiling daily, weekly, monthly, and

quarterly branch reports on transactions, branch goals, loans, and

cash balances.

Financial Aid Coordinator, ITT Technical Institute, Columbus, OH, 2009-2010

o Assisted incoming and enrolled students in all matters of federal and

private financial aid.

o Organized meetings with prospective students to discuss options for

obtaining federally funded student loans and grants.

o Put together grant packages, managed accounts payable, accounts

receivable, and streamlined financial aid process for entire student

body.

o Met with school administrators on a quarterly basis to discuss ways to

expedite entire financial aid process and ease the transition for

students upon entering and exiting school.

Reconciliation Agent, IQor, Columbus, OH, 3-month Contract, April 2009-July

2010

o Negotiated rates and repayment terms for federally defaulted student

loans.

o Received and posted payments for payment arrangements.

o Made and received calls to and from inquiring borrowers regarding

defaulted and delinquent loans.

o Obtained federal security clearance and adhered to all federal and

state collection laws.

Personal Banker, Branch Supervisor, Charter One Bank, N.A., Lewis Center,

OH 2007-2009

o Responsible for servicing ATM and conducted weekly audits and

replenished cash.

o Primary duty was to operate the teller line, process new accounts, and

perform account maintenance for customers.

o Mitigated branch losses by acting as branch operations champion,

conducted quarterly audits and designed tests for staff to keep up on

changing regulations and policies.

o Always hit and exceeded quarterly sales goals set forth by senior

management.

o Used Touchpoint, AM00, and Microsoft applications to complete daily

duties.

Meter Reader, Bermex Inc., Columbus, OH, 2006-2007

o Followed established and mapped new routes to read natural gas meters

for Columbia Gas of Ohio.

o Input gas meter readings into hand held computer and relayed readings

back to headquarters.

o Was responsible for performing primary duties in a timely and

efficient manner.

Education

Columbus State Community College, Economics, Currently Pursuing

Bowling Green State University, General Studies, 2003-2004

Professional Affiliations

Member, Columbus Young Professionals

Licensure

Notary Public, State of Ohio

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