Tyler Metz
Pottstown
Summary
Experienced in data analysis and financial modeling, with a strong background in maintaining records and developing budgets. Successfully analyzed company expenditures to create financial models that support decision-making processes. Maintained positive relationships with staff and management while coordinating with various departments to address customer requests. Effective communicator skilled in problem-solving and critical thinking, contributing to business intelligence and market research efforts.
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
Work History
Analyst
Sei Investments Co
Collegeville
09.2022 - 06.2025
- Implemented strategies for automating organizational processes.
- Analyzed large datasets with statistical methods and software programs.
- Maintained accurate records of all data collected during analysis processes.
- Analyzed company's expenditures and developed financial models.
- Maintained positive working relationship with fellow staff and management.
- Collaborated with cross-functional teams on projects related to analytics initiatives.
Banker
KeyBank
Pottstown
06.2022 - 09.2022
- Generated monthly reports detailing performance metrics for senior management review.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Developed strategies to increase customer satisfaction and loyalty through excellent service delivery.
- Maintained accurate records of all transactions within the branch's database system.
- Analyzed customer's financial information to determine the best banking products for them.
Banker
PNC Bank
Pottstown
04.2021 - 06.2022
- Generated monthly reports detailing performance metrics for senior management review.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Analyzed customer's financial information to determine the best banking products for them.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
Bank Teller
PNC Bank
Norristown
04.2020 - 04.2021
- Educated customers about different types of banking services available at the branch.
- Maintained confidentiality of bank records, transactions and customer information.
- Performed cash handling duties including counting currency, coins and checks.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Developed strong relationships with customers to ensure repeat business.
HVAC Technician
Young & Bowman Inc
Doylestown
01.2018 - 04.2020
- Assembled sheet metal pieces into ductwork sections using rivets or screws as needed.
- Installed, repaired and maintained residential HVAC equipment, including furnaces, air conditioners, heat pumps and duct systems.
- Repaired or replaced defective parts such as compressors, motors, fans and other components in heating and cooling systems.
- Resolved customer complaints regarding installation or service issues in a timely manner.
- Updated and maintained service records and documentation for all HVAC maintenance and repair activities.
- Installed heating, air conditioning and ventilation equipment and tested for proper operation.
- Implemented safety protocols and procedures to ensure safe working conditions for all HVAC-related tasks.
- Disassembled units, repaired broken components and restored to operating condition.
Education
High School Diploma -
Norristown Area Senior High School
Norristown, Pennsylvania06-2016
Skills
- Data analysis
- Financial modeling
- Effective communication
- Record management
- Problem solving
- Finance
- Financial management
- Verbal and written communication
- Budget development
- Business intelligence
- Market research
- Decision-making
- Critical thinking
- Time management
- Customer service
Languages
English
Full Professional
Affiliations
- Golf
- Fishing
References
References available upon request.
Timeline
Analyst
Sei Investments Co
09.2022 - 06.2025
Banker
KeyBank
06.2022 - 09.2022
Banker
PNC Bank
04.2021 - 06.2022
Bank Teller
PNC Bank
04.2020 - 04.2021
HVAC Technician
Young & Bowman Inc
01.2018 - 04.2020
High School Diploma -
Norristown Area Senior High School