Jean Arrowsmith

Experience

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  Citibank (NYS) NA

  Mar 1980 - Oct 1986

  Assistant Manager, Branch Banking

  Responsible for assisting with branch management through selling financial accounts including mortgages, installment loans, credit lines, investment and transaction accounts, supervising teller activities and maintaining branch operation records.

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  Citibank Student Loan Corporation

  Oct 1986 - Mar 1989

  Operations Manager, Accounting

  Managed the performance of 13 accounting staff who were responsible for the performance and completion of six corporate Accounting functions.• Interviewed, hired, trained and appraised direct staff, resulting in appropriate staffing levels and superior performance levels.• Audited department account subledgers monthly to ensure integrity and timely resolution of issues.• Wrote extensive and original functional job procedures and job descriptions that improved performance appraisals and work processes significantly. Show less

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  Arrowsmith Remodeling and Real Estate Development

  Mar 1989 - Mar 1994

  Office Manager

  Responsible for managing the business office support operations for family-owned general contracting, real estate development and rental business.• Managed the execution of repairs, resolution of tenant concerns and rentals for thirty residential rental properties.• Maintained all account records for business operations to support business planning and tax reporting.• Prepared payroll records and filed appropriate tax documents accordingly to minimize risk to the business.• Participated in acquisition of mortgage financing for real estate purchases that built the rental unit base from ten units in 1989 to 30 in 1994. Show less

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  Citibank Student Loan Corporation

  Mar 1994 - Nov 1998

  Operations Manager, Customer Service

  Responsible for management, supervision and career development of 20 to 25 Customer Service Representatives in a call center environment.• Managed the performance of 20 to 25 staff through observation and process monitoring, using both qualitative and quantitative information to complete performance appraisals on a quarterly timetable.• Resolved all escalated customer calls referred from departmental staff, using advanced call management and problem resolution skills.• Managed project to enhance call-monitoring effectiveness by developing and implementing a multi-action response that reduced call handle time and established training for call management.• Generated and executed a multi-task project that reduced turnover from 25% to 15%, by improving employee satisfaction.• Represented the Customer Service department on a committee to revise performance appraisal system, resulting in the successful implementation of an innovative skills based system. Show less

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  Consumer Credit Counseling Service of Rochester, Inc.

  Mar 1999 - Jul 2006

  Director of Counseling

  Responsible for managing the debt management counseling/sales process in a non-profit agency dedicated to the reduction of personal consumer debt and financial literacy education.• Managed the sales and debt management counseling performance of six nationally certified consumer credit counselors through one on one observation, daily coaching and formal training. • Increased client conversion to program from an average of 125 per month to 175 per month over a five year time period.• Created written procedures and quality guidelines for all counseling job functions and monitored adherence using quantitative performance analysis. Show less

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  Citibank Student Loan Corporation

  Jul 2006 - Aug 2008

  Quality Assurance Manager, Customer Service

  Responsible for the development and management of a comprehensive quality assurance program for 45 staff members in 4 separate units in the School Customer Service department.• Developed and implemented detailed quality evaluation methodology for four work units resulting in a 15% improvement in customer satisfaction as measured by statistical surveys.• Using Six Sigma methodology, facilitated a staff lead project to improve efficiencies in technical knowledge and computer navigation among call center staff, resulting in significant improvements in customer satisfaction as referenced above. Show less

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  Consumer Credit Counseling Service of Rochester, Inc.

  Aug 2008 - Apr 2011

  Program Manager

  Responsible for managing the development and delivery of educational and counseling programs, grant acquisition, website educational content and event planning in a non-profit community based agency dedicated to the reduction of personal consumer debt and financial literacy education.• Established the agency’s Foreclosure Prevention Counseling and Reverse Mortgage Counseling Program per HUD guidelines resulting in grant revenue totaling $33,000.00 in 2009 and $45,000.00 in 2010.• Identified potential grant funders, wrote and submitted 8grant applications resulting in successful grant funding totaling $ 24,000.00.• Developed 15original financial literacy workshop education programs for delivery to corporations, other non-profit agencies and students and established strong partnership with other community service providers. • Managed the performance of a NYS certified teacher for the After School Financial Literacy Program. Show less

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  Edward Jones

  Jul 2011 - Mar 2012

  Financial Advisor

  Successfully acquired Series 7, Series 66 and Life, Accident and Health Insurance Licenses

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  Waddell and Reed Financial Advisors

  May 2012 - Apr 2013

  Financial Advisor

  Advised clients on financial plans utilizing knowledge of investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.• Built and maintained client base of 50 persons with a total of 1.5 million of assets under management. • Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.• Recommended strategies for achieving financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.• Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates. • Conducted seminars and workshops on financial planning topics such as retirement planning, estate planning, and money management. Show less

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  American Association of University Women - Greater Rochester Area Branch

  Jul 2012 - Jun 2014

  Program V.P. - Volunteer

  Created programs for monthly branch dinner meetings and special events that address educational and cultural topics. Supported the development of mission based programs that support the AAUW's national and state agenda.

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  Marathon Financial

  Feb 2014 - now

  Director of Client Services

  Securities offered through Commonwealth Financial Network®, member www.FINRA.org/www.SIPC.com.This communication is strictly intended for individuals residing in the state of New York. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Marathon Financial, 179 Sully's Trail, Suite 301, Pittsford, NY 14534, 585-419-2276 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Show less