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Organized with numerous years of experience completing projects efficiently by leveraging top-notch prioritization and multitasking skills. Resourceful and collaborative with extensive knowledge of maintaining customer relationships, keeping detailed records and promoting excellence in customer interactions.
Service-focused bringing unparalleled skills in customer relations, task prioritization and time management. Motivated to directly and efficiently address customer concerns head-on, develop proactive solutions and implement corrections with efficiency. Proficient in Microsoft Word, Excel and Outlook.
Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
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State Of Georgia – Knoxville, GA,
- Responsible for processing customer transactions, offering financial products and services while delivering exceptional customer service.
- Daily opening and maintenance of checking and savings accounts, as well as certificates of deposit and IRAs.
- Follow up with prospects and current customers by telephone or letter to promote new products and services, and/or thanking customers for existing business.
- Actively monitor the status of key customer relationships to promote business growth and service quality.
- Increase the number of services used per customer to increase both profits and customer retention.
- Answer questions and solve problems for customers and office staff concerning all services provided by the bank.
- Maintain a detailed level of knowledge of retail products and services.
- Open, close, and allow customer’s access to their safety deposit box following specified procedures.
- Work collaboratively with the personal banking team to achieve customer service and sales objectives.
- Actively participate in banking center sales activities.
- Retail Banker— Responsible for providing consumer lending opportunities for both current and new customers.
- Efficiently interviewed customers request, completed loan applications, pulled credit reports and determined both the suitability for the request and repayment options.
- Secured collateral, depending on which type of loan request was being made.
- The lending I was responsible for was consumer, which entailed vehicles, RV’s, home equity lines of credit and non-secured loans.
First Interstate Bank – City, STATE,
- Responsible for all trading activity for the Wealth Management Team.
- Efficiently traded all stocks, bonds, mutual funds and alternatives with great precision through trading system software.
- Prepared full portfolio reviews for client meetings to include account holdings, investment performance, gain/loss facts and predictions, and investment objective review using various software including Excel, Word and internal programs.
- Responsible for accurate reporting of all Wealth Management Investment Policy Committee meetings, preparation and filing of minutes.
- Accurately prepared several monthly, quarterly, semiannual and annual reports of various content.
- Successfully communicated with all branch personnel of Wealth Management to assure both their needs and the needs of their clients were met with the highest level of professionalism and accuracy.
UBS Financial Services – City, STATE,
- Responsible for assuring all aspects of internal and SEC compliance and regulatory requirements were met.
- Conducted mock internal audits on a regular basis in all seven (7) offices.
- Audited trade monitors and e-mail correspondence daily and conducted periodic calls to clients and financial advisers to assure investment objective and risk tolerance of accounts were being complied with.
- Responsible for successful passing of internal and SEC audits in all seven (7) offices.
- Assisted Branch and Regional Manager’s in reporting of monthly, quarterly, and annual reports as well as assisting with the budgeting process.
- Managed operations support staff for all seven (7) offices to include thirty-nine (39+) operations staff.
- Hired, trained and developed all operations staff.
- Responsible for monitoring licensing and registration for all employees.
- Participated in regular regional meetings by preparing educational material and presenting information through PowerPoint.
- Assisted operations staff and financial advisers with operational and client issues to assure tasks at hand were completed according to compliance and regulatory guidelines.
- Integral part of a 16-person regional team that developed the training manual for Administrative Managers/Control Officers that was used by over 1,000 Managers.
Altana Federal Credit Union – City, STATE,
- Effective member of the management team for both locations (Laurel and Red Lodge).
- Key participant in annual business planning, budgeting, and goal setting.
- I was the Retirement Plan Specialist for the Credit Union.
- Hired, trained and developed the operations support staff (25+ employees), to include opening and maintaining all new accounts, IRA’s, CD’s, personal and business checking accounts, ATM and/or credit cards, direct deposit and safe deposit boxes.
- Responsible for the balancing of all vault cash, ATM, and teller drawer cash.
- Maintained adequate supply of cashier checks, certified checks and money orders.
- Efficiently processed all ACAT and NON-ACAT transfers.
- Effectively administered the processing of all dividend payments for retail and business accounts, IRA’s, CD’s, closed accounts, etc.
MSU Billings COT MSU - Billings MT,
Laurel Senior High School - Laurel MT,
- Coursework in General Studies with Administrative focus
- Securities License Series 7, 8, 9, 31, 63, 65, Life & Health Insurance obtained 1999-2001. All have expired
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School Attended
- MSU Billings COT MSU
- Laurel Senior High School
Job Titles Held:
- Customer Service Specialist III
- Wealth Management Administrative Assistant/Trader
- Administrative Manager/Control Officer
- Director of Operations/VP Administration
Degrees
- AAS
- High School Diploma
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