Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Jonathan Marsh

Flint,ANT

Summary

Results-focused Financial Industry professional with strength in Relationship Building, Account Management and Planning. Proactive leader with strengths in communication and collaboration. Proficient in leveraging client goals and industry knowledge to promote financial freedom. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Sales Manager

Ace Outdoor Services
Flint
07.2021 - Current
  • Oversee ongoing sales and renewals of Commercial Snow and Lawn Contracts
  • Interview, Hire, Train and Develop Sales employees
  • Responsible for achieving Sales Goals
  • Scorecard Management
  • Hold Weekly Sales Meetings
  • Sales Goal Planning.

Private Client Banker

JPMorgan Chase Bank N.A
Hartland
06.2012 - 06.2021
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies
  • Modified, opened and closed customer accounts
  • Advised customers on bank products, services and financial planning options
  • Reduced bank losses by setting successful risk management policies
  • Met needs of high net worth individuals looking to manage at least $50,000 in assets
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation
  • Achieved or exceeded personal sales goals on consistent basis.

Sales Supervisor

Best Buy
Flint
11.2003 - 05.2012
  • Mentored employees and instructed on management of complicated sales, complex issues and difficult customers
  • Supported business performance targets to drive improvements in sales and customer satisfaction levels
  • Enhanced sales by implementing merchandising and promotional improvements
  • Collaborated with management and executives and made strategy recommendations based on insights into sales operations
  • Connected with customers daily to understand needs, provide assistance and collect feedback to optimize operations
  • Exceeded targeted goals and quotas through upselling and strategic customer cultivation.

Education

Some College (No Degree) - Pre Law

Western Michigan University

Skills

  • Multitasking
  • Planning
  • Customer service
  • Basic math
  • Active listening
  • Flexible
  • Communication

Certification

  • Licensed with Series 6, 2013
  • Licensed with Series 63, 2013
  • Licensed with Michigan Life and Health, 2013

Timeline

Sales Manager

Ace Outdoor Services
07.2021 - Current

Private Client Banker

JPMorgan Chase Bank N.A
06.2012 - 06.2021

Sales Supervisor

Best Buy
11.2003 - 05.2012

Some College (No Degree) - Pre Law

Western Michigan University

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