
Corey Kelva
Frozen Food Manager

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About me
Vice President, Licensed Preferred Team Manager at Fifth Third Securities, Inc.
Education

Carteret Community College
-Coursework towards AA Science/Aquaculture
Experience

Food Lion
Jul 2007 - Jan 2009Frozen Food Manager
Harris Teeter
Jan 2009 - Nov 2013-Managed communication process for loss prevention program.-Managed all aspects of running the front end.-Planned and prioritized daily operating functions of customer service team.-Applied strong attention to detail in order to ensure compliance with all corporate loss prevention procedures.-Developed communications plan to ensure all vital information was shared amongst all associates. -Provided written communication vehicles that distributed all necessary corporate updates to associates.-Responsible for cash management, record maintenance, account reconciliation, and supervision of cashiers.-Processed refunds, exchanges, money orders, wire transfers, and point of sale overrides.-Directed customer traffic to minimize wait times.-In charge of receipt, fulfillment, and delivery of online customer orders.
Assistant Customer Service Manager
Aug 2012 - Nov 2013Office Assistant/Customer Service Clerk
Jan 2009 - Aug 2012

Fields Foods
Nov 2013 - Aug 2014Customer Service Team Leader-Crafted written content for social media use and maintained social presence for brand.-Developed and created flyers to communicate store promotions and team member news.-Recruited and screened talent using hiring websites. Interviewed, hired, and trained team members.-Developed and implemented customer service model for brand and provided detailed communication plan.-Organized and maintained HR files.-Analyzed sales trends and peak business hours to create effective schedules using Excel.-Drafted store policies and procedures. Show less

Wells Fargo Advisors
Nov 2014 - Dec 2022- Supervise less experienced roles in transactional tasks and processes to ensure timely completion, quality, and compliance- Identify opportunities for process improvement and risk control development in less complex functional areas- Make day to day supervisory decisions and resolve issues related to team supervision, work allocation, and daily operations- Leverage interpretation of policies, procedures, and compliance requirements- Collaborate and consult with peers, colleagues, and mid level managers as well as interact directly with external customers- Manage allocation of people and financial resources for Brokerage Field Support- Mentor and guide talent development of direct reports and assist in hiring talent Show less - Developed, coordinated, and executed program management for all mentoring alliances and partnerships, included but not limited to identified mentors based on proficiencies and paired/grouped mentors and mentees, as well as monitored and followed-up with mentees and mentors and tracked progress- Provided structure and content for mentoring program, e.g. weekly, monthly, quarterly consultations between mentors and mentees, ensured mentoring partnerships were progressing and developing- Paired and managed mentor-mentee partnerships and assignments, with keen attention to mentor strengths and mentee skill gaps and development needs- Drove and contributed to strategic initiatives, e.g. manager call series, Branch Leadership Tour, and other projects as assigned- Worked with associates and leaders of all levels and built strong collaborative relationships with key business partners including Learning & Development, Marketing, Communications, Human Resources, Products & Advice, Strategy & Innovation, WFA Leadership, as well as branch, regional, and home office leadership- Demonstrated flexible attitude and ability to prioritize in a high-paced, demanding work environment that constantly evolved to meet the needs of WFA Senior Leadership as well as contributed to group projects and efforts as needed Show less - Distributed critical field facing communications to financial advisors and branch managers using numerous communications methods including e-mail, intranet, mobile/digital, video and audio vehicles.- Incorporated design and technology practices to ensure the success of important communication initiatives.- Prepared data and distribution lists with great care, in preparation of targeted communications.- Collected, manipulated and analyzed data.- Organized, formatted, and distributed Excel spreadsheets using a prescribed format.- Maintained email distribution lists for each business channel and various segments.- Published email content and supporting documentation to the intranet.- Managed functionality of several mailboxes, monitored and shared responses from recipients.- Ensured messages containing sensitive information were delivered and received by only those intended.- Assisted in solving problems related to efficiency and efficacy in planning, production, communication, and marketing impact. Doing so included troubleshooting issues, proposing solutions and testing enhancements.- Took responsibility for ensuring that policies and procedures were current and in compliance, and that they enabled business continuity.- Provided desktop publishing support to Field Information Strategies team.- Managed ad hoc projects as assigned. Show less
Assistant Vice President, Assistant Field Support Manager
Dec 2021 - Dec 2022Assistant Vice President, Manager Mentor Program Lead
Jan 2018 - Dec 2021Officer, Business Communications Consultant
Jan 2016 - Jan 2018Client Service Representative
Nov 2014 - Jan 2016

Fifth Third Securities
Dec 2022 - nowVice President, Licensed Preferred Team Manager- Consistently coach assigned Preferred Relationship Managers using consultative sales skills and appropriate tools to encourage teams to proactively identify the financial needs of customers or prospects and recommend the appropriate solutions to meet those needs.- Provide sales management direction, i.e., review strategy, best practices, training/coaching and production expectations to Retail Licensed Bankers within Fifth Third Securities to ensure performance levels are met.- Inspect pertinent documentation and reporting necessary to effectively manage the team including but not limited to household reports, financial center p/l's, financial needs assessments (FNA), credit queues and applicable dashboards.- Develop and maintain collaborative relationships with Retail leadership teams and supporting business partners in order to achieve a holistic approach to assessing the financial needs of customers.- Facilitate educational updates and requirements for Licensed Bankers utilizing a variety of channels including seminars, conference calls, team meetings and classroom or virtual offerings to ensure bankers are well positioned to offer a variety of solutions to clients along with meeting performance objectives and requirements.- Manage the licensing process for the licensed banker candidates in the assigned territory in conjunction with the Manager of Bancorp Licensing Programs.- Participate in new licensed banker onboarding to include licensed banker orientation and required coursework completion.- Maintains knowledge regarding Investment products distributed though out the Retail channel.- Responsible for FTS supervisory duties within assigned territory. Show less
Licenses & Certifications

Series 24 - General Securities Principal
FINRAJun 2021
Securities Industry Essentials (SIE)
FINRAMay 2020
Series 7 - General Securities Representative
FINRASept 2020
Series 66 - Uniform Combined State Law Exam
FINRADec 2020- View certificate

Developing Your Emotional Intelligence
LinkedInDec 2022 
Series 9 and 10 - General Securities Sales Supervisor Exams
FINRAMar 2022
Volunteer Experience
Member of the Board of Directors
Issued by Grand Rapids Civic Theatre and School of Theatre Arts on Jun 2025
Associated with Corey Kelva
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