Jonathan Cayton

Experience

• 

  BB&T

  Oct 2008 - Sept 2013

  Handle day- to-day client transactions, answer client telephone calls and coordinate with other departments in order to facilitate customer service.Assess clients on a number of criteria before referring them to other banking services.Conduct weekly follow-ups on referrals and perform assessments of customer satisfaction. Prepare daily operational reports for back office.Notarize legal documents for clients. Operate vault and prepare cash order/shipment schedules. Handle day-to-day client transactions, answer client telephone calls and coordinate with other departments in order to facilitate customer service.Assess clients on a number of criteria prior to referring them to other banking services.Conduct weekly follow-ups on referrals and perform assessments of customer satisfaction.

  • Senior Teller

    Oct 2009 - Sept 2013

  • Teller

    Oct 2008 - Oct 2009
• 

  Vanguard

  Sept 2013 - Jul 2015

  Brokerage Professional

  Operation Management• Provide timely and accurate information during trade execution in order to stay within compliance• Back up retail services fraud team in navigating potential security risks while providing high level of service to at risk clients• Maintain a high level of service availability during work day through effective time management and daily schedule planningBusiness Development• Stay abreast of new securities, services, market environment/trends, and economic implications• Help train new team members and support them in developing skills necessary for success• Captain team in initiative to improve employee engagement in the workplaceClient Relationship Management• Identify clients’ investment goals, risk tolerance, time horizon and position suitable products• Ask probing questions to help determine potential for asset consolidation, enhanced services offerings• Mitigate client concerns about possible market scenarios by helping them understand potential impact on portfolioAccomplishments:• Member of business results initiative team, tracking department metrics for management• Selected to assist high net worth clients as needed• Selected by management to attend Sr. management council to represent employees ways to improve engagement and development Show less

• 

  Bank of America Merrill Lynch

  Aug 2015 - Oct 2018

  Operations Analyst
• 

  Bank of America

  Oct 2018 - now

  Responsible for providing executive management with accurate and timely forecasts of the balance sheet and net interest income. Measure and analyze interest rate risk using various methods. Maintain close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. Partnerships focus on the following: (1) balance sheet composition and interest rate risk strategy, (2) strategic planning for company’s three-year outlook, (3) accurately measure the profitability of assets and liabilities to ensure efficient usage of the balance sheet, (4) stress testing the balance sheet under adverse economic scenarios, (5) producing the balance sheet and NII forecast in coordination with line of business as well as various other groups. Show less

  • Quantitative Finance Analyst - AVP

    Jan 2023 - now

  • Sr Asset Liability Analyst

    Oct 2018 - now

  • Sr Asset Liability Analyst

    Oct 2018 - Jan 2023