Joseph Dixon
Ardmore
Summary
With over 15 years of progressive financial services experience, I am a results-oriented individual who thrives in competitive environments. Effective leadership is demonstrated through strong problem-solving and decision-making skills. Proven success is a result of experience and mastery in various specified areas, including customer retention, strong and effective communication, organizational skills, risk management, matrix management, cross-selling, influencing/leadership development, building partnerships, and analytical/problem-solving abilities.
Overview
19
19
years of professional experience
Work History
Assistant Manager
WSFS BANK
07.2019 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Assistant Manager
BB&T
01.2018 - 06.2019
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Assistant Branch Manager
PNC Bank
01.2013 - 12.2017
- Supports all aspects of branch, including individual and team, performance
- Provides solutions and advice to improve client financial well-being
- Leads effective problem resolution
- Manages the branded sales process to proactively achieve sales targets and customer loyalty
- Manages operational, human capital, reputational and business risk through adherence to established policies and procedures
- Exercises sound decision making to identify and mitigate potential risk
Financial Services Consultant
PNC Bank
01.2006 - 01.2013
- Primary contact to build the branch customer base through proactive quality sales and service conversations
- Manages the customer experience end to end, efficiently handling service transactions, identifying sales opportunities and making referrals to ecosystem partners as appropriate
- Promotes investment and banking products and services to existing and prospective clients, demonstrating how to help them achieve their financial goals
- Identifies and acts upon opportunities through meaningful conversations with customers, making connections with partners as required
- Creates customer loyalty and grows customer share of wallet through a differentiated customer experience
Education
Bachelor of Science - Business Economics
South Carolina State University
05.2000
Skills
- Customer Retention
- Strong/Effective Communication
- Organizational Skills
- Risk Management
- Matrix Management
- Cross Selling
- Influencing/Leadership Development
- Building Partnerships
- Analytical/Problem Solving
Accomplishments
* Selected to support a Branch Conversion Partnership Program in LaGrange, GA and Kalamazoo, MI 2010
*Served as an Investment Bootcamp Presenter for PNC, 2009
Highlights
- Selected to support a Branch Conversion Partnership Program, LaGrange, GA, 10/01/10
- Served as an Investment Bootcamp Presenter for PNC, 01/01/09
Timeline
Assistant Manager
WSFS BANK
07.2019 - Current
Assistant Manager
BB&T
01.2018 - 06.2019
Assistant Branch Manager
PNC Bank
01.2013 - 12.2017
Financial Services Consultant
PNC Bank
01.2006 - 01.2013
Bachelor of Science - Business Economics
South Carolina State University
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