Charles Kizer

About Charles Kizer

Performance-driven and result-oriented banking professional with formal education, numerous awards (and hands-on knowledge base encompassing business administration, organizational leadership, staff management, client relations, risk & compliance, consumer & business banking. Able to effectively lead teams in initiating product and service introductions, as well as create scalable service offerings that accelerate consumer acquisition and satisfaction. Highly-reliable, disciplined, and able to balance priorities and quickly assimilate information while demonstrating integrity, decisive action, and sound judgment within all interactions and transactions. Strong work ethic, with eagerness to learn and willingness to contribute toward meeting a company’s goal. WHAT I OFFER Strong project management skills for directing cross-functional task forces & projects, developing strategic project plans & management schemes to ensure alignment with business plans of all departments. NOTABLE ACHIEVEMENTS o Worked intimately with partners in affluent investment strategy including Private Bankers and Financial Advisors, resulting in executing specialized affluent strategy including over $1M in referred assets o Leveraged partnerships within affluent and business strategy (147% partner goal in 2014), including cultivating referrals and community relationships that generated in excess of $142k + in profit Core Competencies • Project Management & Tactical Execution • Product & Service Orientations • Cross-Functional Team Leadership • Coaching, Training & Mentoring • Communications & Group Presentations LET\'S CONNECT If you are looking for someone able to build critical partnerships and strategic alliances; able to cultivate relationships with corporate executives, find value in divergent viewpoints, resolve conflicts for win-win outcomes and unite fractionalized groups for a shared sense of purpose, feel free to CONTACT ME at

Experience

1. Executive Escalations Specialist

   Wells Fargo

   Sep 2017 — Present

Education

• The Citadel, Military College of South Carolina

  Bachelor’s Degree

  2003 — 2007

Skills

• Microsoft Excel
• Credit
• Financial Services
• Analysis
• Management
• Customer Service
• Sales
• Time Management
• Portfolio Management
• Finance