Summary
Overview
Work History
Education
Skills
Timeline
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Adam Naumann

Adam Naumann

Lexington,KY

Summary

Knowledgeable Business Intelligence Analyst with solid background in market analysis and strategic insights. specializing in enhancing productivity, mitigating risk, and improving the client experience for both consumer and commercial account management. As a qualitative and quantitative researcher, I am highly experienced in providing full picture, high level, and detailed understanding of data streams, data implications, and conclusions. I have experience in managing teams of 20+ individuals, as well as working with executive leadership to develop risk strategies, increasing profitability, and driving client interactions. I stay actively engaged with multiple organizations with the goal of providing to underprivileged and underserved communities.

Proven track record in identifying market trends and providing actionable recommendations that drive business decisions. Demonstrated analytical skills and proficiency in data interpretation and competitive analysis.

Overview

18
18
years of professional experience

Work History

Market Intelligence Analyst II

Republic Bank
06.2019 - 09.2024
  • Collaboration with bank executive leadership, retail channels, digital acquisition teams, and Marketing to establish strategic priorities.
  • Enrichment and growth of product offering portfolio through voice of the client satisfaction data and transactional history and behaviors.
  • Deepen understanding of client demographics, portfolios, loyalty, and financial journeys across all channels of the bank.
  • Discovery of new data streams to be utilized to enhance internal data and accomplish goals.
  • Management of multiple vendor relationships including S&P Global, Dunn & Bradstreet, and Javelin Strategy Research.
  • Generate targeted prospecting data based on curated criteria to bank calling officers for existing client growth and potential new client onboarding.
  • Maintain reports, dashboards, and provide analysis for all internal departments.
  • Accomplishments:
  • Produced and led a financial literacy course for Martha Layne Collins High School in Shelbyville Ky, to teach banking, credit, and long-term savings to Seniors. This program met state mandated requirements for senior graduation.
  • Co-developed the “Republic Experience”, a methodology of bank officer interaction with clients to ensure best in class client satisfaction based on client satisfaction surveys and proven best practices from industry leaders.
  • Developed systemic measurement criteria for determining the profile of the Perfect Client, and methodology of converting existing clients into Perfect Clients.
  • Led consumer research initiatives utilizing internal and vendor data to develop and enact a comprehensive overhaul of our product offerings, technology services, and digital platforms to ensure sales growth and client retention.
  • Consulted with and trained retail leadership on Business Intelligence research, tools, and data.
  • Maintained multiple data dashboards and data streams for executive leadership use.
  • Collaborated with executive and regional leadership to develop and implement growth initiatives of our Nashville TN market, resulting in 5 new branches and increasing footprint in market by $300M.
  • Increased market share with strategic intelligence on competitor movements.
  • Contributed to long-term business planning, forecasting market developments and potential disruptions.
  • Implemented regular training sessions for junior team members to improve overall analytical capabilities and foster a culture of continuous learning.
  • Improved product development strategies with detailed consumer behavior studies.
  • Strengthened market entry plans, conducting competitive intelligence research.
  • Built strong relationships with external vendors to ensure continued access to top-tier market intelligence databases and services.
  • Contributed to product innovation, identifying emerging market trends and consumer needs.
  • Streamlined data collection processes to enhance accuracy of market analysis.
  • Enhanced competitive positioning by conducting in-depth market trend analysis.

Personal Banker

Republic Bank
05.2018 - 06.2019
  • Growing new client relationships and supporting existing clients.
  • Working with multiple local non-profit organizations to organize and execute fundraisers and events.
  • Junior Achievement instructor to teach financial literacy to Jefferson County Public Schools.
  • ACT mentor for coworkers looking to advance within Republic Bank
  • Founding Member of BNI Chapter

Personal Banker I & II

Fifth Third Bank
01.2014 - 05.2018

Customer Service Representative

Fifth Third Bank
05.2013 - 01.2014
  • Established new customer relationships and nurtured existing relationships. Provided guidance and counseling for financial matters. Developed close relationships and supported team in accomplishing sales goals and operational regulations.
  • Accomplishments:
  • Achieved and maintained ‘A+’ rating of Customer Experience Index
  • Awarded ‘Spirit of the Pin’ 4 times by co-workers and management for teamwork, productivity, and volunteerism.
  • Developed and accomplished plan with branch manager to increase sales numbers by 50% in 2015.
  • Implemented fraud prevention measures and identified and reported security risks.
  • Managed federal regulations during all aspects of customer interaction and account maintenance.

Manager (Multiple Levels)

Kentucky Wholesalers
05.2009 - 05.2013
  • Manager on store, district, and regional levels. Led district level of 4 stores and regional level of 9 stores. Responsible for staffing, inventory, and procedural decision making.
  • Accomplishments:
  • Trained all new hires in existing company guidelines, customer service, and sales responsibilities.
  • Increased revenue by 120% for entire region in 2012 and 150% in 2013.
  • Created and implemented sales and inventory reporting procedures for entire company, removing 90% of paper waste generated, and reduced overtime of reporting by 50%, while decreasing discrepancies and inaccuracies.

Customer Service Manager & Shift Manager

Eastland True Value Hardware
09.2006 - 05.2009

Education

Bachelor of Science - Biology

University of Kentucky
12.2008

Associates Degree - Biology

Ashland Community and Technical College
05.2006

Skills

  • Business intelligence
  • SQL Server Management Studio
  • Microsoft Power BI
  • Microsoft Power Automate
  • Microsoft SharePoint
  • Microsoft Office Suite
  • Salesforce
  • Adobe Suite

  • Consumer insights research
  • Educational materials development
  • Personnel management
  • Python programming
  • Qualitative analysis
  • Quantitative analysis
  • Industry analysis
  • Competitive intelligence

Timeline

Market Intelligence Analyst II

Republic Bank
06.2019 - 09.2024

Personal Banker

Republic Bank
05.2018 - 06.2019

Personal Banker I & II

Fifth Third Bank
01.2014 - 05.2018

Customer Service Representative

Fifth Third Bank
05.2013 - 01.2014

Manager (Multiple Levels)

Kentucky Wholesalers
05.2009 - 05.2013

Customer Service Manager & Shift Manager

Eastland True Value Hardware
09.2006 - 05.2009

Associates Degree - Biology

Ashland Community and Technical College

Bachelor of Science - Biology

University of Kentucky
Adam Naumann