Brennan Geiger
Pittsburgh
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
6
6
years of professional experience
Work History
Senior Financial Relationship Banker
Huntington Bank
10.2022 - Current
- Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners
- Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships
- Maintaining knowledge of all products, services, technology and policies
- Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation
- Providing excellent customer service and effectively resolving customer issues
Strategic Benefits Consultant
Alera Group
11.2021 - 10.2022
- Improve organic company growth through top funnel activity through appointment setting
- Assisting in the Development of Client Strategy
- Identify and develop relationships directly with key decision makers
- Work closely with Senior Producers
- Maintain excellent activity records in CRM that produce accurate reports and forecasts each month
Branch Sales & Service RRT (MLO)
PNC Bank
03.2021 - 11.2021
- Manages the customer experience by identifying opportunities to improve the customers financial well being and create loyalty while increasing share of wallet
- Drive proactive sales conversations through internal and outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
- Educates customers on options for managing financial transactions by leveraging technology, tools and resources
- Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
- Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner
Financial Representative
Northwestern Mutual
06.2018 - 03.2021
- Northwestern Mutual Pacesetter First 40 award winner (less than 5% of agents achieve)
- Constructed and delivered business plans and presentations
- Aided in recruiting, training, and developing interns and full time sales reps
- Create & implement standard operating procedures including organized system to track business analytics & client files
- Construct & deliver business plans to prospects
- Leadership member that participated on panels to educate, lead, and improve outgrowth of other sales reps
Education
Master's in Business Administration -
Duquesne University
Pittsburgh, PA01.2024
Bachelor of Arts in Business Administration -
Washington & Jefferson College
Washington, PA05.2018
Certificate -
Washington & Jefferson College
Washington, DC01.2016
Skills
- Microsoft Excel
- Organizational skills
- B2B sales
- Time management
- Computer skills
- Negotiation
- Sales
- Cold calling
- CRM software
- Salesforce
- Presentation skills
- Customer service
- Project management
- Leadership
- Financial planning
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
Timeline
Senior Financial Relationship Banker
Huntington Bank
10.2022 - Current
Strategic Benefits Consultant
Alera Group
11.2021 - 10.2022
Branch Sales & Service RRT (MLO)
PNC Bank
03.2021 - 11.2021
Financial Representative
Northwestern Mutual
06.2018 - 03.2021
Master's in Business Administration -
Duquesne University
Bachelor of Arts in Business Administration -
Washington & Jefferson College
Certificate -
Washington & Jefferson College
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