John Scherfel Jr.
Baltimore, MD 667-***-**** *********@*****.***
Ambitious mid-career banker with 10+ years of business experience. Working knowledge of financial services and financial crimes. Adept at researching and critical thinking. Possessing the essential knowledge to function effectively in this role.
Core Competencies
Banking, Relationship Building, Grant Making, Financial Reporting, Customer Service, Data Base Management, Meeting Organization, Community Building, Board Service, Risk, Banking Regulations, Legal Entity Foundations, Business Technology, Virtual Office Technology, Sales, Analyzing Data, Leadership, Fair Lending Practices, Personal Financial Management and Planning, Research, Audit Compliance, Financial Services, Personal Banking, Confidentiality, Professionalism
Professional Experience
Truist Financial Baltimore, MD
Senior Relationship Banker December 2020 - Present
●Advise clients on personal and business banking solutions, allowing them to focus on what matters most to them in life
●Have caring conversations that help the bank know the customer and verify that customers are who they say they are
●Adhere to the bank’s risk policies and procedures to prevent losses and adhere to audit standards
●Follow reporting processes for fraud claims, report suspected criminal activity, and review transaction activity, to ensure client account integrity
Mr. Scherfel Menswear Annapolis, MD
Owner Manager October 2015 - March 2020
●Found and managed custom menswear brick and mortar retail boutique
●Produced social media content for 4 social media accounts, organized online advertisements, and managed ecommerce website
●Developed excellent customer service standards for the business to uphold
●Organize and manage small business guild to advance and promote commerce and community
Travelers Aid International Washington, DC
Director of Marketing April 2012 - September 2014
●Secured sponsors funding from sources such as individual, corporate, and government sponsors
●Represented the organization at press conferences, client meetings, and award presentations
●Created content for the organization’s website, social media accounts, and print communications
National Academy of Sciences Washington, DC
Manager of Fundraising Research April 2008 - June 2012
●Create documents and presentations for senior leadership that clearly articulate recommendations and strategic choices with rational around why conclusions are being presented
●Gather and interpret data and present findings in the form of verbal, slideshow, or email updates to business partners
●Identify information sources to obtain and distill data into usable information
Additional Experience
Downtown Annapolis Partnership Main Street Association, Board Member Corcoran Gallery of Art and College, Research Manager American Red Cross, Business Analyst American Red Cross, Customer Service Representative
Education
Freedom Area High School, Diploma
Baltimore City Community College, Accounting Major