Shawn McChesney

Experience

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  Charles Schwab

  Oct 1998 - Jun 2001

  Registered Representative
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  Liberty Mutual Funds

  Jun 2001 - Jun 2002

  Registered Representative
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  Charles Schwab

  Feb 2007 - Feb 2009

  Senior Registered Representative

  Assist corporate executives in exercising and selling equity options/restricted stock. Managed a product offering including sales and training demonstrations with Executive leadership. As co-manager of the Section 16 Center product, I developed and led sales and training demonstrations.Led the training and development of team members in regard to the Section 16 Center product offering.Worked to maintain and grow customer assets at Charles Schwab.Maintained a high standard for wrap/idle, calls handled and call quality.Recognized for flexibility by working various shifts as needed.Worked autonomously as the late shift representative.Acted as team lead on a number of occasions, handled escalated calls as well as customer call-backs to ensure issues were handled appropriately. Show less

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  TCF Bank

  Mar 2009 - Sept 2009

  Account Conversion Team Manager/Floating Manager

  Supervise outbound sales team responsible for conducting sales calls to existing bank customers with the intent to convert them from secondary to primary accounts. Managed all aspects of team including, but not limited to, call scripts, maintenance of the documentation process for calls, compiling statistics for weekly and monthly letters presented to my Region Manager and the VP of Retail Banking for Colorado, and ensuring that we met our daily call quotas. As a Floating Branch Manager I worked with many of the Denver area branches. Worked to increase the primary customer accounts at TCF.Led the training of the Account Conversion Team to improve sales call scripts.Increased efficiencies by developing an Excel based call tracking spread sheet. Show less

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  Jackson National Life Distributors LLC

  Oct 2009 - Jan 2013

  Internal Wholesaler

  Internal Wholesaler Responsible for maintaining existing relationships with Representatives in assigned territory as well as prospecting new business through cold calling and utilizing networking through existing relationships. I am the primary internal contact for the territory including Eastern Iowa and North West Illinois. Focus on sales, excellent customer service and building relationships with Representative in my area. Utilize a five step sales process to identify and close business. Provide client centered investment solutions for the representatives in my territory. Proactively seek solutions to problems that arise with the representatives I support. Utilize Salesforce.com to track my daily contact with my clients as well as planning future activities. Show less

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  Charles Schwab

  May 2013 - now

  • Senior Team Manager - Client Reporting and Security Services

    Dec 2020 - now

  • Senior Manager - Financial Crimes Risk Management

    Nov 2018 - Dec 2020

  • Senior Team Manager, Client Banking Services

    Mar 2018 - Oct 2018

  • Team Manager

    Mar 2016 - Mar 2018

  • Registered Representative

    May 2013 - Feb 2016