Experience

Wellabe

• United States
• Insurance
• 100 - 200 Employee

• Investment Intern

  • Jun 2023 - Present



MidWestOne Bank

• United States
• Financial Services
• 300 - 400 Employee

• Universal Banker

  • Sep 2021 - Mar 2023

  I joined the Mid West One team at the beginning of my Sophomore year in college. Coming into this position with four years of previous banking experience helped me better adapt and conform to the different procedures and systems Mid West One offered. Through this change of atmosphere I learned how to conform and work well with an entire new team. I was also forced to learn an entire new system which allowed me to relive the learning process of my position. This process taught me how to better listen to direction, follow instruction and help others. Along with this I was able to take my past experiences as a retail banker and apply them to my new team, helping others with appropriate banking procedures and tactics. -Refer at least 3 new clients a month to our banking products such as different accounts, cards, and online banking services -Manage and balance daily ledgers of deposits, cashier checks, safety deposit boxes and much more - Prepare daily monetary transactions for large local businesses and customers Show less



City State Bank (Norwalk, IA)

• United States
• Banking
• 1 - 100 Employee

• Trust and Investments Intern

  • Jun 2022 - Aug 2022

  I worked alongside City State Bank's team of investment managers that helped me learn more about the world of investment finance. This was a summer internship position that helped me become more knowledgeable in good investing habits and structuring well balanced retirement plans.

• Bank Teller

  • Jun 2017 - Jun 2022

  I joined the retail team at City State Bank when I was 14 years old. At this young I wasn't expecting to take on much responsibility, rather maintain a job that I could bring in some spending money. I quickly learned that the banking industry is a very precise and high alert position to have. At a young age I learned how to properly deal with adversity in customer service as well as how to handle different challenges each day. City State Bank helped me understand the value of working as a team as well as how far being a good communicator can take you in the workplace. This job provided me great learning opportunities extending to how to work with people, manage my money and how to be a successful service associate. - Perform monetary transactions for customers through intricate banking systems - Prepare and safely move large amounts of money between different banks, tellers and customers- Balance and audit several drawers, vaults and deposits on a daily basis numerous times a day Show less