Experience

National Bank of Commerce (WI/MN)

• United States
• Banking
• 100 - 200 Employee

• Signature Banker

  • Nov 2019 - Present

  I am responsible for being a single, consistent point of contact for my clients. I help build their banking relationship by providing access to all their banking needs in one phone call. I process consumer loans, open new accounts and assist the Commercial department with their new accounts and requests. I am responsible for being a single, consistent point of contact for my clients. I help build their banking relationship by providing access to all their banking needs in one phone call. I process consumer loans, open new accounts and assist the Commercial department with their new accounts and requests.



Republic Bank

• Duluth, Minnesota

• Personal Banking & Treasury Management Officer

  • Feb 2019 - Nov 2019



Alerus

• United States
• Financial Services
• 400 - 500 Employee

• Branch Manager

  • Jan 2015 - Feb 2019

  Assist clients with opening & maintaining the following accounts: Checking, Savings, Money Market and Certificate of Deposits. Help clients achieve their dreams through loans with the following products: Home Equity Loan, Home Equity Line of Credit, Personal Line of Credit, Auto Loan and RV, Boat or Power Sports. Assist clients with additional banking service inquires: Online Banking, Mobile Banking and Debit Cards. Work with other members in my organization to help promote: Merchant Services, Remote Deposit, Retirement Services, Financial Planning, HSA and Payroll Services. Provide Notary Service. Show less



Beacon Bank

• Electronic Services Manager

  • Dec 2010 - Jan 2016

  Process incoming ACH returns. Balance internal general ledger accounts. Set up and maintain remote deposit customers. Train back up staff on how remote deposit product works. Track daily and monthly remote deposit totals-including large dollar items. Track new remote deposit and online business banking accounts. Track inventory and order tokens, remote deposit machines and ink. Set up and maintain online banking accounts, including the set-up of ACH, Wires, Bill Pay & Positive Pay. Maintain retail online accounts. Enter in online banking messages pertaining to holiday processing changes, outages, and service downtime. Maintain iPhone, iPad and Android applications as updates become available. Set up and maintain Mobile Deposit. Order and maintain debit cards-including tracking compromised card alerts and tracking debit card fraud disputes. Set up and maintain transaction blocking (TAB) rules. CDAR verification input. Process research requests. Educate staff and customers on eServices as needed. Use email service to send out emails i.e. compromised cards and emails for customer education. Track and monitor ACH limit increases. Process ACH files for our originating customers. Monitor and track our ACH customers and activity. Yearly ACH rules letters. Yearly online banking Risk Rating. Prepare for annual internal ACH audit. Back up for looking at large dollar items report. Answer customer calls as needed. Monitor Facebook activity. Serve on Technology Committee, Jeans Day Committee & Business Continuity Team. Show less

• Loan Servicing Specialist

  • Jun 2010 - Dec 2010

  Job duties included: working through the Loan Exception report. Send out Participation Payments as needed. Filing and releasing collateral on loans. Prepare loan documents in ARTA, and book loans. Assist lenders in finding and fixing loan payments that have been posted incorrectly. Scan, re-file and check back documents in Synergy. Complete all Loan Status Changes. Balance the Secretary of State Account and the internal Escrow account. Process Escrow payments monthly. Update the Note Register weekly with extended loans. Process E-Oscar disputes. Enter in transactions for loans and General Ledger accounts. Mail out Loan Statements and Notices & SCRA notices. Process bankruptcy information as needed. Prepare and send out appraisal requests. Process credits and debits into the Fee Disbursement account. Assisted in wire check backs. Show less

• Customer Service Teller

  • Nov 2007 - Jun 2010

  Job Duties included: Training new tellers. Vault and coin machine balancing. Taking care of ATM settlements. Deposits and withdrawals to customer accounts, TT&L payment processing, running loan payments, and check cashing. Assisting customers in knowledge of products at the bank and working knowledge of phone system. Working with the branch capture machine for end of day balancing and assisting in quarterly audits.



Lakehead Oil

• Assistant Manager

  • Mar 2004 - Nov 2007

  Ordered and kept product in rotation based on sales. Hired, trained and coached employees. Tracked sales and profit. Managed cash flow between registers, safe and deposits. Counseled my staff in dealing with upset customers. Worked as the Assistant Manger and filled the Acting Manager position for 8 months while the Company was hiring for a new Manager Ordered and kept product in rotation based on sales. Hired, trained and coached employees. Tracked sales and profit. Managed cash flow between registers, safe and deposits. Counseled my staff in dealing with upset customers. Worked as the Assistant Manger and filled the Acting Manager position for 8 months while the Company was hiring for a new Manager