Lance Roberts
Relationship Banker at SECU Credit Union- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
SECU Credit Union
-
United States
-
Financial Services
-
300 - 400 Employee
-
Relationship Banker
-
May 2022 - Present
Pasadena, Maryland, United States Successfully implemented administrative best practices to enhance member relationships, resulting in a 25% increase in product sales and improved client engagement. Efficiently managed a portfolio of 15+ high-value clients, generating $1.6 million in deposits and loans, showcasing strong project management and multitasking abilities. Demonstrated exceptional self-discipline and productivity while working remotely for 40 hours per week, ensuring successful project execution without direct… Show more Successfully implemented administrative best practices to enhance member relationships, resulting in a 25% increase in product sales and improved client engagement. Efficiently managed a portfolio of 15+ high-value clients, generating $1.6 million in deposits and loans, showcasing strong project management and multitasking abilities. Demonstrated exceptional self-discipline and productivity while working remotely for 40 hours per week, ensuring successful project execution without direct supervision. Show less
-
-
-
Advance Auto Parts
-
United States
-
Retail
-
700 & Above Employee
-
Assistant Manager
-
Aug 2021 - May 2022
Lutherville, Maryland, United States Utilized strong administrative and organizational skills to manage a team of 12 individuals, improving sales by 15% and reducing labor costs by 10% through efficient scheduling and operations management. Ensured data security compliance during remote work, maintaining a 98% satisfaction rating from commercial clients and establishing a solid foundation for successful projects. Exhibited exceptional self-discipline and productivity while working remotely for 40 hours per week, ensuring… Show more Utilized strong administrative and organizational skills to manage a team of 12 individuals, improving sales by 15% and reducing labor costs by 10% through efficient scheduling and operations management. Ensured data security compliance during remote work, maintaining a 98% satisfaction rating from commercial clients and establishing a solid foundation for successful projects. Exhibited exceptional self-discipline and productivity while working remotely for 40 hours per week, ensuring project objectives were met effectively and on time. Show less
-
-
-
T. Rowe Price
-
United States
-
Financial Services
-
700 & Above Employee
-
Retail Account Management Service Associate
-
May 2020 - Aug 2021
Owings Mills, Maryland, United States Spearheaded the development of a new workflow system for remote new hire training, reducing onboarding time by 50% and increasing overall efficiency by 25%. Managed and coordinated remote training for a team of 30 account managers, demonstrating exceptional organizational and multitasking skills in project execution. Showcased consistent productivity and self-discipline while working remotely for 40 hours per week, achieving project goals and objectives efficiently.
-
-
-
Euler Hermes
-
Insurance
-
700 & Above Employee
-
Inside Sales Representative
-
Oct 2019 - May 2020
Owings Mills, MD, United States Scheduled 40 appointments and generated over $100,000 in sales per month, totaling over $750,000. Established connections with various businesses throughout North America and explained the benefits of Credit Insurance to their business. Updated data in Salesforce reports and dashboards. Maintained databases in support of operational and client services functional needs. Created a Training Guide to increase the efficiency of new hire onboarding by 30%. Exceeded quarterly sales targets by 10% due… Show more Scheduled 40 appointments and generated over $100,000 in sales per month, totaling over $750,000. Established connections with various businesses throughout North America and explained the benefits of Credit Insurance to their business. Updated data in Salesforce reports and dashboards. Maintained databases in support of operational and client services functional needs. Created a Training Guide to increase the efficiency of new hire onboarding by 30%. Exceeded quarterly sales targets by 10% due to increased productivity from improved training methods. Show less
-
-
-
Morgan Stanley
-
United States
-
Financial Services
-
700 & Above Employee
-
Assistant Business Manager
-
Jan 2018 - Mar 2019
Baltimore, Maryland Area Successfully coordinated global Cash Operations Department meetings across 3 continents, North America, Europe, and Asia. Aided in the reorganization of the Cash Settlements Department, by creating new teams and restructuring departments. Successfully developed a new organization chart for the Cash Operations department and built the time off management system to accommodate for business needs for over 300 employees and managers to accommodate for business needs.
-
-
-
T. Rowe Price
-
United States
-
Financial Services
-
700 & Above Employee
-
529 College Savings Associate
-
Apr 2015 - Jan 2018
Owings Mills, Maryland, United States Successfully designed & implemented training templates and work diagrams for the John Hancock 529 Plan, reducing on-boarding time by 50%. Successfully monitored new hire training for the John Hancock 529 Plan, helping to onboard 10 new employees. Successfully led an initiative to have all associates trained on all College Savings Plans. Discovered inefficiencies in record-keeping processes, which led to the development and implementation of a new system for transmitting notes to different… Show more Successfully designed & implemented training templates and work diagrams for the John Hancock 529 Plan, reducing on-boarding time by 50%. Successfully monitored new hire training for the John Hancock 529 Plan, helping to onboard 10 new employees. Successfully led an initiative to have all associates trained on all College Savings Plans. Discovered inefficiencies in record-keeping processes, which led to the development and implementation of a new system for transmitting notes to different processors. As a result of these efforts, productivity increased by 30% and errors were reduced by 45%.Collected data about weekly errors and reported back to management on any consistencies found, as well as proposed solutions.
-
-
Participant Service Center Associate
-
Dec 2013 - Apr 2015
Owings Mills, Maryland, United States Initiated a tracking system for team member's metrics which resulted in a 15% increase in productivity. Created an on boarding guide from the questions to aid with new hires, reducing the training time by 30%. Successfully interpreted data for management which led to more informed decision making and a 5% increase in budget.
-
-
-
-
Sports Marketing Intern
-
Aug 2012 - Feb 2013
Baltimore, MD Created and designed Player Cards. Event management, including setting up sponsor rooms and organizing fun zone for children at games. Promoted games by building awareness through passing out season schedules. Called season ticket holders for renewals or cancellations. Managed Twitter account during the week and games; including score updates, player updates, team news, etc. Gained 400 followers during my control of the account. Interviewed player for media guide. Handled tickets; including… Show more Created and designed Player Cards. Event management, including setting up sponsor rooms and organizing fun zone for children at games. Promoted games by building awareness through passing out season schedules. Called season ticket holders for renewals or cancellations. Managed Twitter account during the week and games; including score updates, player updates, team news, etc. Gained 400 followers during my control of the account. Interviewed player for media guide. Handled tickets; including packaging, mailing, and distribution. Show less
-
-
-
-
Entry Level Intern
-
Apr 2012 - Jun 2012
Timonium, MD Improved Brand Awareness, received Market feedback, and assessed customer loyalty through business to business travel. Spoke to decision makers of businesses. Gained skills in time management, organization of client lists, and direct sales.
-
-
Education
-
The Johns Hopkins University
Bachelor of Arts (B.A.), History