• Chicago IL

Brian Kozack

Operations Manager

Work History

Work History

Operations Manager

Jun 2015 - Present
U.S. Bank
  • Oversee a diverse team of 8 cash analysts 
  • Manage over 700 asset backed security deals and ensure over a billion dollars are paid out to institutional bond holders
  • Lowered monthly overdraft costs by 45% by reviewing and activating an inter-day sweep feature that helped to prevent overdrafts by buying or selling investment funds automatically
  • Introduced a cross site initiative for small groups of cash analysts in Chicago, Boston, and St. Paul to get together monthly to share best practices and get to know each other
  • Created a centralized "Where to find it" training document for any incoming cash analysts that has been adopted across all 3 sites

Senior Banker

Aug 2013 - May 2015
FirstMerit Bank
  • Manage daily operations of a growing branch with a primary focus on driving revenue growth, increasing profit, and managing risk.
  • Provide leadership and direction in sales, and compliance
  • Manage branch P&L, and maintain full accountability for the attainment of branch monthly goals.
  • Increased productivity year over year across a wide range of categories: Consumer Loans - 620%, Credit Cards 220%, Demand Deposit Accounts 194% and Investments 2160%

Branch Manager

Apr 2010 - Aug 2013
JP Morgan Chase
  • Managed a team of four bankers
  • Oversaw all sales activities; achieved corporate sales and customer service goals
  • Hired and on-boarded 3 new employees
  • Lead branch from bottom 20% in revenue produced to top 20% in a year, maintained top 20% the following year

Education

Education

Economics

Aug 2005 - May 2009
University of Illinois at Urbana-Champaign