John Grantham

Background

About John Grantham

Passionate! Creative! Energetic Go-getter! Learner, Remediator, Resonator My career experience has been in the financial services. I learned how I contributed to the clients’ experience and retention, as well as the companies’ return on investment. I needed to cross promote products and services. I created success methods to bring new business. Schwab: • As a Specialist in Managed and Advised Accounts at Schwab, I was aware of account types and required paper work (examples: IRAs, Testamentary Trust, Trust, Individual/Joint Organization or Indexing Accounts) • These accounts often required other associated tasks to complete, like funding with cash or security assets, establishing money movement privileges, setting investment strategies, changing Advisors, or modifying investment Money Managers/investment strategies • My goal was to be a 1-stop source where accounts were opened, funded and ready for investment, providing Advisors the ability to assist and promptly meet their clients’ financial goals. I learned what the client needed and how to provide solutions to meet their needs to keep Schwab as a custodian of choice Wells Fargo: • I lead of team of 10-16 collectors, developing constructive conversations with clients who were behind on auto payments. • I took service recovery calls that required extra attention due to the client’s delinquency, or an unprofessional customer service event • I assisted with the build out of a new customer contact center. Participated in the hiring new team members & supervisors. Participated in eight weeks of onsite training for the new teams. Mentored new supervisors as part of on-going development. TDAutoFinance: • I worked my way up from a collector, team leader, trainer, knowledge sharing specialist & finally credit advisor before I was laid off. • I learned Lean Six Sigma. I was able to implement projects in regulatory training & process development. • I was as awarded the annual Spark Award for my work updating training manuals to cover new roles/job duties that focused on customer service, processes, & regulatory requirements. I know skills such as multitasking, building personal relationships, product knowledge & timely resolution of clients’ requests are transferable to the hospitality industry. These skills focus on delivering first-class client experiences & support the business’ bottom line.