Experience

Raccoon Valley Bank

• United States
• Banking
• 1 - 100 Employee

• Business Banking Specialist

  • Jul 2021 - Present

  Grimes, Iowa, United States My vision is to build a solid business banking model for the community bank that I work for. Meaning to build life long relationships with our clients, provide them with the correct products and resources at an affordable cost to help their business run smoothly and succeed.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Sr. Business Banking Specialist

  • Apr 2018 - Jul 2021

  Urbandale, Iowa Sr. Business Banking Specialists at Wells Fargo provide a full range of business banking services to customers with an emphasis on business lending. They have a proactive outbound approach to educate and acquire new customers and deepen existing relationships within the Community Bank Small Business segment. Outbound activities, such as outbound calling or visiting local businesses and participating in community organizations through committees or board assignments to expand their network of… Show more Sr. Business Banking Specialists at Wells Fargo provide a full range of business banking services to customers with an emphasis on business lending. They have a proactive outbound approach to educate and acquire new customers and deepen existing relationships within the Community Bank Small Business segment. Outbound activities, such as outbound calling or visiting local businesses and participating in community organizations through committees or board assignments to expand their network of contacts, makes up a significant amount of their time. They demonstrate a genuine interest in their customers and ask questions to understand their financial priorities and meet their needs. Sr. Business Banking Specialists develop strong relationships with other internal teams, bankers, and lines of business to deliver the full complement of Wells Fargo products and services that can help customers meet their financial needs. They are also responsible for identifying and referring customers with higher portfolios to the business banking team.

• Wells Fargo At Work Program Consultant

  • Sep 2016 - Jul 2021

  Des Moines, Iowa Area As a Wells Fargo At Work Program Consultant, I work with companies to enhance their employee benefit package by providing free financial education through workshops and seminars. Also, I work with many community organizations where I provide those same workshops to their clients. Another part of my job is to develop bankers in the branches. I work closely with them to help develop their skill set by speaking to decision makers and their presentation skills.

• Assistant Store Manager

  • Oct 2012 - Jul 2021

  Downtown Des Moines Provide customers with the right bank product to help them succeed financially.