Financial Wellness Branch Manager
Resume:
Roman Shoykhet
Littleton, CO 80127
E-mail: *************@*****.***
Experience:
**/**-******* *** ****, Littleton, CO
Financial Wellness Consultant/Branch Manager Assistant
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
Acts as a resource to identify and resolve more complex client servicing issues.
Listen for clues for financial wellness opportunities during client conversations and then appropriately transition the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome expectations.
Participate in and occasionally facilitate morning huddles and end of day debriefs.
Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines.
Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
03/21-01/2023 HERTZ Car Sales, Denver, CO
Sales Manager
Managing daily performance in sales, consignments, appointments, conversions, follow-ups, reviews, and other key performance indicators
Leading teammates with a professional management style that promotes enthusiasm, productivity, accountability, and superior guest-service
Supporting other operational units within the store to achieve maximum return on opportunity for the dealership
Exhibiting a professional management style that sets the example for enthusiasm, productivity and accountability.
Accountable for daily performance metrics in sales, appointments and call follow-up (CRM)
Training and directing a team of Car Sales Representatives
Strong closer to engage customers early in the sale to obtain maximum gross
Actively support, encourage and motivate sales personnel daily to maintain high morale
Assisting in managing profitable wholesale and retail transactions through Car Sales Consultant and F & I Teams
Finalizing Purchase, Trade-in, and Sales agreements, contracts, etc.
Motivating Team members
Lot display, inventory management & pricing
Assisting in managing a cost efficient and quality reconditioning process
Utilizing e-commerce tools, i.e. social media, listing services, inventory systems, etc.
Executing advertising and promotional plans
Assisting with various Remarketing initiatives
Assist in managing Rent 2 Buy sales and related processes
Working closely with Hertz Rental facilities
08/15-03/21 AutoVIN an ADESA company, Carmel, IN
Automotive Vehicle Inspector
Perform the vehicle end/after lease inspection to detect signs of previous structural damage/repairs and existing damage, accurately report findings
to calculate the repair cost in line with Mitchell and customers guidelines. Customers are Mercedes-Benz, Toyota, Lexus, Maserati, GM, Hyundai, BMW,
Audi, Bentley, Chase and US banks.
Dealer Floor Plan Audits on behalf of Fidelity Financial.
Performing consultation and inspection of the dealerships CPO.
03/09-08/15 Miller Honda, Van Nuys, CA
Finance Manager
Set up and finalized the vehicle service contracts, closed the sales. Provided progress reports on a daily basis to the general manager. Provided the Secure Financing and Establish Lender relations: secured acceptable financing for customers. Generated the Profit, handled the balance on the purchase of the vehicle, generate income for the dealership from different areas. Kept control until the loan is approved and all the necessary paperwork has been signed. On cash deals, maintained control until all the money is accounted for, all checks are received and funds have been verified. Trained and educated the salespeople with regard to the inner workings of the department.
10/01- 02/09 LA Brea Chrysler Jeep, Los Angeles CA
Finance/Sales Manager
Set up and finalized the vehicle service contracts, closed the sales. Provided progress reports on a daily basis to the general manager. Provided the Secure Financing and Establish Lender relations: secured acceptable financing for customers. Generated the Profit, handled the balance on the purchase of the vehicle, generate income for the dealership from different areas. Kept control until the loan is approved and all the necessary paperwork has been signed. On cash deals, maintained control until all the money is accounted for, all checks are received and funds have been verified. Trained and educated the salespeople with regard to the inner workings of the department.
05/98- 10/01 Toyota of N. Hollywood, N. Hollywood, CA
Finance Manager
Finance, Leasing
Set up and finalized the vehicle service contracts, closed the sales. Provided progress reports on a daily basis to the general manager. Provided the Secure Financing and Establish Lender relations: secured acceptable financing for customers. Generated the Profit, handled the balance on the purchase of the vehicle, generate income for the dealership from different areas. Kept control until the loan is approved and all the necessary paperwork has been signed. On cash deals, maintained control until all the money is accounted for, all checks are received and funds have been verified. Trained and educated the salespeople with regard to the inner workings of the department.
02/92- 01/95 Valley Park Ford, Chatsworth, CA
Sales Representative
08/84- 08/91 Airport Chisinau, Chisinau, Moldova
Airport Engineer 1
Education:
01/01- 07/01 Oxford Institute of Technologies, Woodland Hills, CA
A+, CCNA, MCSE 2000
04/98- 05/98 Pat Ryan Finance School, Chicago, IL
09/79- 08/84 Polytechnic Institute, Chisinau, Moldova
Bachelor’s Degree, Civil Engineering
References: Available upon request
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