Anthony Modesitt
Zionsville,IN
Summary
Accomplished professional with a proven track record at Capital Group, adept in relationship building and decision-making. Leveraged communication and leadership skills to enhance client satisfaction and exceed performance metrics. Demonstrated expertise in financial solutions and a commitment to detail, driving significant improvements in service delivery and operational efficiency.
Overview
15
15
years of professional experience
Work History
Retirement Plan Services
Capital Group
04.2022 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Paid attention to detail while completing assignments.
- Organized and detail-oriented with a strong work ethic.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
- Versatile professional with strong problem-solving skills and history of adapting to diverse challenges. Applies innovative solutions and technical expertise to deliver exceptional results. Committed to streamlining processes and advancing organizational objectives.
Personal Banker
Huntington Bank
03.2017 - 04.2022
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Licensed Relationship Manager
KeyBank
06.2010 - 03.2017
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Complied with established internal controls and policies.
- Conducted financial due diligence on potential investments and acquisitions.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Education
No Degree - Business Management
IUPUI
Indianapolis, INSkills
- Decision-making
- Self-Directed
- Communication
- Leadership
- Relationship building
- Attention to detail
Timeline
Retirement Plan Services
Capital Group
04.2022 - Current
Personal Banker
Huntington Bank
03.2017 - 04.2022
Licensed Relationship Manager
KeyBank
06.2010 - 03.2017
No Degree - Business Management
IUPUI
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