Experience

IronStone Bank

• United States
• Banking
• 100 - 200 Employee

• Financial Services Representative

  • Feb 2008 - Present

  Serves in a dual role of selling bank services inside the branch and processing traditional teller transactions, serving as a back-up to the FSR II. Assists in customer acquisition activities, generating daily retail sales from new and existing customers through execution of the branch's marketing and business development plan, providing information concerning products and services offered by the bank, and providing high quality customer service for all clients. Serves in a dual role of selling bank services inside the branch and processing traditional teller transactions, serving as a back-up to the FSR II. Assists in customer acquisition activities, generating daily retail sales from new and existing customers through execution of the branch's marketing and business development plan, providing information concerning products and services offered by the bank, and providing high quality customer service for all clients.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Aug 2006 - Feb 2008

  Actively developed new business and expanded existing customer relationships. Assessed and handled customers' banking needs, obtained and processed customer/account information and sold bank deposit and loan products and services. Originated loans, opened new accounts, and completed safe deposit transactions. Consistently a Top Five performer and was Top Banker for 2nd Quarter 2007. Closed over $2 million in loans 2nd Quarter 2007. Actively developed new business and expanded existing customer relationships. Assessed and handled customers' banking needs, obtained and processed customer/account information and sold bank deposit and loan products and services. Originated loans, opened new accounts, and completed safe deposit transactions. Consistently a Top Five performer and was Top Banker for 2nd Quarter 2007. Closed over $2 million in loans 2nd Quarter 2007.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Co-Branch Manager

  • Jul 2004 - Apr 2005

  Lead and managed instore branch consisting of five bankers. Created, trained, and coached a successful sales team through the development of staff. Developed and maintained branch budget, business goals and objectives, staffing models, and performance standards. Reduced branch losses by 12% fiscal year 2004. Increases sales by 25% fiscal year 2004. Lead and managed instore branch consisting of five bankers. Created, trained, and coached a successful sales team through the development of staff. Developed and maintained branch budget, business goals and objectives, staffing models, and performance standards. Reduced branch losses by 12% fiscal year 2004. Increases sales by 25% fiscal year 2004.



Washington Mutual

• Assistant Financial Center Manager

  • Sep 2003 - Jun 2004

  Oversaw sales, operations, and administration of Financial Center. Lead bankers and managed tellers and teller transactions. Opened mortgages, personal loans, and deposit accounts. Acted as Financial Center manager in absence of manager.

• PACE Trainee

  • Mar 2002 - Sep 2003

  Apprentice to management staff. Learned sales, operations, and branch management protocol, policy and procedures.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Home Equity Supervisor

  • Jun 2000 - Jul 2001

  Lead, managed, supervised over 20 FTE. Managed large team of home equity customer reps in bound call service center. Developed motivational team building activities. Handled escalated calls and processed overrides.

• Workflow Coordinator

  • May 1998 - Jun 2000

  Trained, coached, and supervised credit card collectors with calls/transactions to ensure flow and reduce loss. Handled escalated calls, bank fraud, and referred calls to consumer debt service.

• Collector

  • Jun 1997 - Jun 1998

  Received and managed inbound collection calls for past due credit cards. Collected on past due credit cards, processed payment, and made payment arrangements. Referred bank fraud, and consumer debt service.