Ryan Clark
Kennesaw
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Fraud Operations Specialist
Etrade From Morgan Stanley
04.2023 - 12.2024
- Played a key role in the development and implementation of new fraud prevention initiatives, resulting in a significant reduction in overall fraud losses.
- Enhanced customer satisfaction with proactive communication and timely resolution of fraud cases.
- Optimized resource allocation by prioritizing high-risk cases for immediate attention and action.
- Assisted law enforcement agencies in investigating complex fraud cases, contributing to successful prosecutions.
- Provided exceptional customer service during sensitive situations involving identity theft or account compromise while preserving customer trust in the company''s security measures.
- Leveraged advanced analytical tools for better understanding of complex data sets; resulting in more accurate identification of fraudulent activities.
Substitute Teacher
Fulton and Cobb County BOE
01.2022 - 03.2023
- Enforced classroom routines to keep students on schedule and operating at consistent level
- Requested as substitute teacher based on excellent referrals and trusted performance
- Maintained student attendance and assignment records to prevent lapses during teacher absences
- Established relationships with students to encourage a supportive educational experience.
- Implemented classroom management techniques, creating a respectful learning atmosphere.
Private Client Banker, VP
JPMorgan Chase
08.2019 - 12.2020
- Advised customers on bank products, services and financial planning options
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability
- Gained trust and confidence of clients using consultative techniques and point-on solutions
- Recognized for driving client loyalty by delivering exceptional service
- Demonstrated leadership by managing branch with limited staff during Covid
Strategic Account Manager, VP
PNC Bank, NA
09.2018 - 07.2019
- Recruited for newly designed position, by previous SunTrust Premier manager
- Nurtured professional relationships through personal client meetings and consistent check-ins
Senior Licensed Personal Banker, VP
Wells Fargo
05.2017 - 08.2018
- Advised customers on bank products, services and financial planning options
- Modified, opened and closed customer accounts
- Completed thorough and accurate documentation for money movements, deposits or withdrawals
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling
In-Store Banker/Premier Banker, VP
SunTrust
05.2013 - 04.2017
- Managed In-Store client relationships by processing transactions, loan payments, safe deposit boxes and check-cashing
- Successfully achieved banking and lending goals
- Platinum Performance Excellence Award
- (Top 1%)
- Promoted to Premier Banker role
- Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices
- Devised targeted solutions for various customers and offered deposit, lending and investment services
- Helped customers open and close accounts, apply for loans, in addition to conducting loan closings
- Met or exceeded sales goals by promoting bank products and services in customer interactions
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling
- Capitalized on cross-selling and upselling opportunities to consistently exceed quotas
Education
Bachelor of Arts - Psychology
Auburn University
Auburn, AL05.2008
Skills
- Client Relationship Management
- Investment Opportunity Identification
- Financials Analysis
- Branch Banking Operations
- Consumer Loan and Mortgage Lending
- Service Oriented
- Goal Driven
- Collaboration With LOB Partners
- Excellent Verbal and Written Communication
- Strong Work Ethic
- Decision-making
- AML compliance
- Transaction monitoring
- Organizational growth
Certification
- Licensed FINRA SIE Certification
- Licensed FINRA/NASD SERIES 63 SECURITIES
Finra SIE
Active FINRA SIE registration.
Timeline
Fraud Operations Specialist
Etrade From Morgan Stanley
04.2023 - 12.2024
Substitute Teacher
Fulton and Cobb County BOE
01.2022 - 03.2023
Private Client Banker, VP
JPMorgan Chase
08.2019 - 12.2020
Strategic Account Manager, VP
PNC Bank, NA
09.2018 - 07.2019
Senior Licensed Personal Banker, VP
Wells Fargo
05.2017 - 08.2018
In-Store Banker/Premier Banker, VP
SunTrust
05.2013 - 04.2017
- Licensed FINRA SIE Certification
- Licensed FINRA/NASD SERIES 63 SECURITIES
Bachelor of Arts - Psychology
Auburn University
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