Personal Banker

• Feb 2022 - Present

Business Banker

• May 2018 - Feb 2022

I consistently strived to build, maintain, and enhance trustful relationships with small business owners in South Central Nebraska. After becoming well versed in all the unique aspects of their business, I worked closely together with clients in making the best product and service recommendations that ensured effective methods of cutting costs, while increasing operational efficiency; resulting in a sustained and solid growth rate required to achieve their financial goals and assuring long-term success. Show less

Senior Retirement Specialist

• Nov 2000 - Dec 2017

Upheld a multifaceted role as a senior team member and leader of new hires. Regularly shared personal knowledge of retirement planning, investing, tax compliance, and general finance philosophy.  Achieved an average top 20% monthly performance rating in quality, contribution deferrals, and asset rollover.  FINRA 7 and 66 licensed, therefore, a one-contact resolution was accomplished, exceptionally high-quality results were always realized, which played a key role in reducing monthly departmental operating costs by at least 3%.  Served as dedicated subject matter expert for the self-directed brokerage and managed account functionality of 401(k) and 403(b) retirement plans, therefore Principal Financial Group was empowered to offer these premium amenities, resulting in increased investor participation and annual profits.  Accounted for at least 250 outstanding investor compliments; always ensuring a detailed yet concise understanding of the essential management strategies to follow and enhance their ability and confidence to retire with ease.  Cultivated a friendly, welcoming, and productive environment for new and established employees alike, ultimately aiding in the individual professional development and garnering consistently positive feedback from executives.  Led a unified approach between investors, staff members, and external partners, thereby achieving business continuity and establishing a reputation based on hard work, consistency, and results.  Consistently met and exceeded goals under high-pressure and highly stressful scenarios, ultimately turning roadblocks into positive and successful learning experiences for everyone involved.  Leveraged all available resources, including comprehensive personal knowledge, to resolve escalated issues in a timely manner and reduce the strain on managerial teammates.  Acted as a military veteran at numerous annual job fairs. Served as departmental representative for the Adopt-a-School program. Show less

Loan Officer

• Sep 1996 - Aug 2000

• Responsible for all areas of Consumer Lending. Demonstrated proficiency in managing a $2 million portfolio; while keeping total delinquency below a 1.5% rate. • Initiated, fostered, and grew close professional relationships with area business owners; achieving a constant departmental growth rate of over 5% each year. • Reorganized and coordinated the recovery efforts of department deficiencies. Utilized internal resources, as well as outside agencies; resulting in a 55% return on unpaid balances otherwise uncollectable. • Expeditiously and properly conducted all repossessions; saving the bank an average $2,500 per month. • Cross-sold, prospected and solicited new business and lines of credit in a wide variety of financial products. Utilized problem solving and decision-making skills in researching and analysis of financial statements to communicate, negotiate, and persuade customers on underwriting guidelines and terms of credit extended. Show less

Assistant Store Manager

• Nov 1995 - Sep 1996

Presided over the floor planning and operations of 12 departments, delegating tasks to over 25 personnel. Promoted customer service excellence and teamwork; ensuring quarterly operational and sales goals were met or exceeded. Presided over the floor planning and operations of 12 departments, delegating tasks to over 25 personnel. Promoted customer service excellence and teamwork; ensuring quarterly operational and sales goals were met or exceeded.

Terminal Manager

• Nov 1994 - Oct 1995

Supervised 8 personnel in the operations and maintenance of local and national freight distribution. Supervised 8 personnel in the operations and maintenance of local and national freight distribution.

Staff Sergeant - Administration and Training Manager

• Apr 1983 - Nov 1990

Administration and Training Management. Administration and Training Management.