Experience

Professional Solutions

• United States
• Insurance
• 1 - 100 Employee

• Account Rep NFC

  • Oct 2019 - Present



First American Bank

• AVP Branch Manager

  • Apr 2017 - Oct 2019

• Personal Banker

  • Aug 2015 - Apr 2017



Peoples Trust & Savings Bank

• Waukee, IA

• Branch Operations Manager

  • Jul 2012 - Aug 2015

  Supervises the daily activities of the branch CSR/Teller staff according to established policies and procedures. Is responsible for the efficient operation of the CSR/Teller area. Ensures that customers are provided a high quality of customer service and are served promptly by all retail staff. In addition, is one of the primary leaders in referral coaching of teller staff. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering… Show more Supervises the daily activities of the branch CSR/Teller staff according to established policies and procedures. Is responsible for the efficient operation of the CSR/Teller area. Ensures that customers are provided a high quality of customer service and are served promptly by all retail staff. In addition, is one of the primary leaders in referral coaching of teller staff. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering questions. Performs various duties for the Bank/Branch's loan department. Provides administrative assistance to Loan Staff, including updating loan data in the loan system, and assembling of documentation for customers loans. Assists the Market President in overseeing and enforcing all Bank policies and procedures consistent with generally accepting accounting principals and regulatory requirements which include coordination the activities of the CSR/Teller operations area by assigning work, answering questionss, solving problems, helping with complex transactions and sensitive customer relations problems, and explaining policies and procedures to CSR/Teller staff and customers. Show less Supervises the daily activities of the branch CSR/Teller staff according to established policies and procedures. Is responsible for the efficient operation of the CSR/Teller area. Ensures that customers are provided a high quality of customer service and are served promptly by all retail staff. In addition, is one of the primary leaders in referral coaching of teller staff. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering… Show more Supervises the daily activities of the branch CSR/Teller staff according to established policies and procedures. Is responsible for the efficient operation of the CSR/Teller area. Ensures that customers are provided a high quality of customer service and are served promptly by all retail staff. In addition, is one of the primary leaders in referral coaching of teller staff. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering questions. Performs various duties for the Bank/Branch's loan department. Provides administrative assistance to Loan Staff, including updating loan data in the loan system, and assembling of documentation for customers loans. Assists the Market President in overseeing and enforcing all Bank policies and procedures consistent with generally accepting accounting principals and regulatory requirements which include coordination the activities of the CSR/Teller operations area by assigning work, answering questionss, solving problems, helping with complex transactions and sensitive customer relations problems, and explaining policies and procedures to CSR/Teller staff and customers. Show less



Peoples Trust and Savings Bank

• Clive, IA

• Customer Service Rep

  • Aug 2010 - Jul 2012