Zach Wilson
Staff Accountant at Herff Jones- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Herff Jones
-
United States
-
Consumer Goods
-
700 & Above Employee
-
Staff Accountant
-
Oct 2022 - Present
Indianapolis, Indiana, United States
-
-
-
Financial Center
-
United States
-
Banking
-
100 - 200 Employee
-
Member Experience Manager
-
May 2021 - Aug 2022
Indianapolis, Indiana, United States - Manage team responsible for electronic services offer by Financial Institution - Collaborate with Sales, IT, Project Management, Executive Leadership, Retail, Accounting, Risk Prevention, and Call Center Teams to improve process - Grow customer base by providing exceptional service through offering beneficial advice and products - Collaborate with Segment Group Patners to meet the needs of their companies - Offer operational experience to support small business needs -… Show more - Manage team responsible for electronic services offer by Financial Institution - Collaborate with Sales, IT, Project Management, Executive Leadership, Retail, Accounting, Risk Prevention, and Call Center Teams to improve process - Grow customer base by providing exceptional service through offering beneficial advice and products - Collaborate with Segment Group Patners to meet the needs of their companies - Offer operational experience to support small business needs - Troubleshoot situations to avoid company financial loss - Review, evaluate and implement process improvements to reduce company cost
-
-
Member Expierence Specialist
-
Apr 2019 - May 2021
-
-
Assistant Branch Manager
-
Oct 2017 - Apr 2019
-
-
-
FedEx Employees Credit Association
-
United States
-
Financial Services
-
1 - 100 Employee
-
Member Services Representative/Loan Officer
-
Sep 2015 - Oct 2017
Evaluate personal financial statements and credit reports for default risk. Produce and examine monthly reports for growth opportunities. Manage branch operations in compliance with local state and federal laws. Create a positive work environment for employees and clients. Collaborate with department leaders and representatives to resolve customer issues.
-
-
-
-
Relationship Banker
-
Oct 2014 - Sep 2015
Emerson Ave Established customer base in new market. Coached customers on fundamentals of finance. Organized community events to promote brand awareness in new market. Forecasted and managed weekly branch cash flow. Collaborated with department leaders and specialists to meet clients diversified needs.
-
-
-
Financial Center
-
United States
-
Banking
-
100 - 200 Employee
-
Personal Banker III/Manager in Training
-
Aug 2013 - Oct 2014
Supervised and coached tellers to create a team environment and improve customer experiences. Promoted customer satisfaction with effective communication, problem solving, and on-boarding techniques. Worked in team environment to develop standard operating procedures.
-
-
Contact Center Representative
-
Aug 2012 - Aug 2013
Reviewed transactional accounting reports for processing errors. Resolved client issues with effective communication among other departments of the company. Used multiple communication channels, such as phone, email, and instant messaging to resolve customer issues and complaints.
-
-
Personal Sales Representative
-
Sep 2011 - Aug 2012
Managed cash distribution and vault cash for loss prevention. Evaluated customers financial health for sales opportunities. Presented comparative analysis of company products.
-
-
-
Kohl's
-
United States
-
Retail
-
700 & Above Employee
-
Customer Service Associate
-
Sep 2009 - Sep 2011
Indianapolis, Indiana Area
-
-
-
Colliers
-
Canada
-
Real Estate
-
700 & Above Employee
-
Research Intern
-
May 2011 - Aug 2011
Developed database with product specifications for sales and operational purposes. Worked in partnership with realtors to improve company sales.
-
-
-
Jimmy John's
-
United States
-
Restaurants
-
1 - 100 Employee
-
Delivery Driver
-
Jul 2009 - Aug 2009
Indianapolis, Indiana Area
-
-
Education
-
Indiana University-Purdue University at Indianapolis
Bachelor's degree, Finance