Jason Canady

Experience

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  Fifth Third Bank

  Feb 2008 - May 2009

  SSR

  I starting my banking career here. I thought being a bank teller was just about handling transactions but it was about much more than that. It was about building relationships and and providing the best service to customers day in and day out. I got to know our regulars by name, made them feel valued and understood. As a result of this in about six months I was allowed to start handling assignments that would normaly be assigned to personal bankers.

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  Chase

  Apr 2009 - Aug 2013

  Small Business Specialist/ Personal Banker/ Registered Representative

  While working at Chase building solid relationships was key. I made sure clients felt valued and understood. That led to a bunch of them sticking around and being happy with the service they got from me. I surpassed sales targets not by bugging clients with products they didn't really want but by asking questions, actively listening and by really understanding what the client needed. Then I showed them how our products could make their lives easier. Plus, I kept an eye on the market to spot any new opportunities we could dive into. When complex problems came up I was right there, finding solutions and smoothing out any bumps in the road. Clients knew they could count on me to sort things out, even when it seemed complicated. As a result of this I was promoted twice in a 2 year span, I received rewards for exceeding sales targets and for providing exelent service. I was a Year-over-year top 10 producer. I was entrusted to temporarily manage the sales team at aChase branch for 3 months and I increased sales by 30%. Show less

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  American Benefits Exchange

  Sept 2013 - now

  Retirement Advocate. Insurance Advisor

  My partnership here opened the door for me to be a business owner. From hustling to get things off the ground to navigating the ups and downs, starting a business helped me hone and develop new skills My passion for serving my clients helped me to persevere through the dark moments. I made it my mission to understand their needs inside out and deliver solutions that met those needs. I learned to embrace change, stay agile, and keep evolving to stay ahead of the game.We provide retirement education through video, in person workshops and email newsletters for free Show less

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  Canady Financial Group

  Sept 2013 - now

  Owner/Founder

  In a lot of ways tradition financial planning has failed. Instead of increasing risk by chasing a rate of return or by trying to beat the stock market we strive to help our clients through proper asset allocation. We show them how to protect what they have and minimize taxes and a host of other risks that could reduce their retirement income. Whether you are trying to save for emergencies, prepare for retirement, save for college, protect your family from the "what if's", or just get your life into financial balance we can help. Show less

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  U.S. Bank

  May 2016 - Mar 2017

  Banker
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  RE:WORK TRAINING

  Mar 2024 - now

  BDR Manager

  re:WORK TRAINING, a 501(c)3 nonprofit organization, is creating workplaces that reflect the diversity of our neighborhoods.