Customer Service Sales

Michael Graham Jones

E-mail: ************@*****.*** Phone: 405-***-****

Dear Hiring Manager,

I am writing to apply for the Bank Teller position with Signature Bank. I was drawn to the Bank Teller position because I believe that I can use my skills and experience to provide an immediate impact for Signature Bank by providing world- class customer service and assisting clients with their financial needs. I am originally from Oklahoma City, where I obtained my MBA with a concentration in finance. While studying towards obtaining my MBA, I worked for MidFirst Bank as a Bank Teller. Over a three-year period, I was given increased levels of responsibility, which included connecting customers with banking products to address their specific needs, completing weekly and monthly reports on the success of the branch and assisting management with ad-hoc projects. In addition to my experience as a Bank Teller, I obtained significant professional experience as an Equity Research Associate and Portfolio Management Associate for the Herm Meinders Endowment Fund at Oklahoma City University. As a member of the Graduate Investment Team, I not only collaborated with my associates to design a very successful investment strategy, but I also acted as the main point of contact between our team and Mr. Meinders and his team by providing our investors with weekly reports on the state of the fund. SLQce PRYLQJ WR NeZ YRUN, I Ye ZRUNed aV a SaOeV AVVRcLaWe aW PaWaJRQLa V fOaJVKLS SOHO VWRUe. IQ WKLV SRVLWLRQ, I strengthened my interpersonal skills by working as an independent salesperson while also collaborating with an extremely successful team. As a key member of the team, I significantly grew my customer service and selling skills, exceeding both individual and team goals monthly.

I am very interested in the Bank Teller position with Signature Bank because I believe that, given the opportunity, I would make an immediate impact for the bank and customers. What I bring to the table is the ability to think independently while also working collaboratively, strong relationship building and interpersonal skills, strong communication skills, and the ability to adapt to fast-paced, changing environments. I would love the opportunity to discuss how my background fits the qualifications of the position.

Thank you for your consideration, and I look forward to hearing from you. Sincerely,

Michael Graham Jones

Michael Graham Jones

E-mail: ************@*****.*** Phone: 405-***-**** EDUCATION

Oklahoma City University August 2017 July 2018

Master of Business Administration (Major in Finance) x Awarded Honors Degree; GPA: 3.75

Wittenberg University August 2011 May 2015

Bachelor of Arts Political Science

EXPERIENCE

PATAGONIA, New York, NY November 2019 April 2020 Sales Associate

x Continually exceeded sales quotas on the sales floor by successfully connecting customers to products that reflected their needs and consistently using effective selling skills. x Operated Point of Sale systems accurately and efficiently; prepared daily end of day reports for management. x Organized inventory in the stock room and generated detailed reports for products transferred to the sales floor. x Trained new employees on products, sizing, store services, and systems, as well as company policies. x Stayed up to date on new products and their features to effectively match them with customers. MIDFIRST BANK, Oklahoma City, OK July 2016 April 2019 Bank Teller II

x Prepared reports for senior management, tracking daily processed transactions, referrals, and deposit and withdrawal calculations.

x Acted as the main point of contact for a portfolio of high-net-worth banking clients within the wealth management team.

x Contributed to the Western Banking CeQWeU V OeadLQg QXPbeU Rf cXVWRPeU UefeUUaOV, RXWSacLQg aOO RWheU baQNLQg centers in the state by 10%.

x Managed the training program to ensure new bank tellers adhered to company policies and best practices for processing transactions.

x Identified customized and effective options for customers to receive consistent returns on their investments. x Assisted with ad-hoc project analysis for the Grand and Western Banking Center. GRADUATE INVESTMENT TEAM, Oklahoma City, OK August 2017 April 2018 Equity Research Associate/Portfolio Management Associate x Managed alum donor HeUPaQ MeLQdeUV SRUWfROLR Rf $100,000. x Collaborated with 10 team members to design an investment strategy focused on undervalued and growth stocks and ETFs, to collectively make decisions that increased the profitability for the portfolio. x Built detailed financial models using DCF and Market Approach valuation techniques to look at the intrinsic and relative values of various companies to identify prospective targets for the portfolio. x Used Bloomberg Terminal to examine company charts and key financial metrics to support my financial models and assist in the facilitation of trades for the fund. x Conducted valuation checks on the investments in the portfolio to ensure the capital allocation was in-line with the WeaP V RYeUaOO VWUaWeg\ aQd RXU LQYeVWRU V gXLdeOLQeV. x Drafted and updated reports based on valuation checks for use in presentations for Mr. Meinders and his staff. x Outperformed the S&P 500 by 7% during the period of August 2017 and April of 2018, with an overall 12% return. CERTIFICATIONS AND SKILLS

x Sales and Customer Service

x Accounting, Portfolio Management and Trading

x Proficient in Python, SQL, and Tableau

x Proficient in Microsoft Excel, Outlook, PowerPoint, and Word x Bloomberg Terminal Certified

x Financial modeling: DCF and Market Approach valuation techniques, FP&A

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