Experience

Member Access Processing
• United States
• Financial Services
• 1 - 100 Employee
• Client Services Specialist

  • Apr 2020 - Present

ReedHein & Associates
• United States
• Consumer Services
• 1 - 100 Employee
• Client Manager

  • Jul 2019 - Apr 2020


U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Personal Banker

  • Mar 2018 - Mar 2019

  Assembled marketing research from 12 industry leaders, presenting information to my team, increasing responsiveness to customer inquires and concerns Built and instituted new process flow for optimization both on the teller line and the banker lobby, minimizing loss by $1000 monthly Operated, marketed to, and curated a Book Of Business, working with 30 clients at any given time Maintained calendar that aligned with team and individual objectives, balancing business and client needs and availability. Delivering on deadlines Compiled data and created meetings I hosted two times a week Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Assistant Manager Wells Fargo

  • Jan 2015 - Mar 2018

  Hosted team and district meetings 6-12 times per month, gathering vital information and feedback from team members and also relaying new team objectives and expectations Executed and delegated daily, weekly, and monthly administrative tasks and co managed a team of 19 employees Created filing systems for 8 major audit categories, creating ease-of-use for entire team and eliminating clutter Curated an individualized training and development plan for multiple team members, leading to the promotion of 5 employees Processed as many as 200 transactions daily myself, in addition to assisting team members with their transactions and approvals Show less