Open to opportunities

Josh Stevens

@joshstevens

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Finance graduate and client-focused operator seeking a Personal Banker role to build lasting customer relationships.

United States

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What I'm looking for

I’m looking for a Personal Banker role where I can use my finance knowledge, client communication, and sales skills to build trust, support long-term relationships, and grow into banking management through measurable performance.

I’m a finance graduate with strong experience in operations, client communication, and relationship management. I’ve built partnerships through consistent vendor and stakeholder communication, coordinating weekly logistics and maintaining accurate, reliable execution in fast-paced environments.

In my current Logistics & Operations Coordinator role, I manage relationships with 50+ organizations, oversee inventory tracking and distribution with high accuracy, and help organize large-scale events with 30+ vendors. Across my service and sales experience, I’ve managed client expectations, delivered customer-focused service to support repeat business, and strengthened relationships through direct outreach and follow-up.

Experience

Work history, roles, and key accomplishments

Current

Logistics & Operations Coordinator

Current

Somebody Cares

Jun 2011 - Present (15 years)

Managed relationships with 50+ organizations and coordinated weekly operations and logistics, communicating with vendors and stakeholders to secure partnerships and donations. Organized large-scale events with 30+ vendors and maintained high-accuracy inventory tracking and distribution.

Client Relationship Management Operations Coordination Logistics Management Vendor Management Partnership Development Event Planning

Service Technician

Budget Blinds

Nov 2023 - Jul 2024 (8 months)

Managed client expectations, timelines, and materials for service projects to ensure customer satisfaction and repeat business. Maintained precise documentation and compliance with product standards.

Customer Service Client Communication Project Scheduling Materials Management Documentation Compliance Service Delivery Attention To Detail

Service Technician

Centurion Construction

Apr 2021 - Jun 2022 (1 year 2 months)

Coordinated logistics and material transport across multiple sites, ensuring efficient operations in high-volume environments. Maintained organization and streamlined execution across concurrent priorities.

Logistics Coordination Multi Site Operations Time Management Operational Efficiency Problem Solving

Sales & Service Technician

Perfect Painters

Feb 2016 - Apr 2017 (1 year 2 months)

Conducted direct sales and customer outreach, driving client engagement. Built and maintained customer relationships through follow-up service to support ongoing business.

Direct Sales Customer Outreach Client Relationship Management Sales Pipeline Customer Engagement Communication Skills Interpersonal Skills