Experience

Bank Midwest, One Place

• United States
• Financial Services
• 1 - 100 Employee

• Market Leader/Ag/Commercial Lender

  • Jan 2021 - Present

• VP Retail Banking

  • Dec 2014 - Dec 2020

  * Develop and oversee Retail Customer strategy.* Lead, supervise and coach the performance of Retail Managers at 11 locations.* Accountable for design and implementation of Retail staffing plan that provides for operational efficiency and optimum sales and service of retail products

• Retail Resource and Development Manager

  • Aug 2013 - Dec 2014

• Retail Manager

  • Sep 2012 - Aug 2013

  Led the Retail Banking team in one of our 10 locations consisting of 9 team members. Consistently exceeded sales goals. Increased customer loyalty scores and net promoter scores.

• Resource and Development Manager

  • Jan 2012 - Sep 2012

  * Designed, developed and implemented a Process Guide for Retail Banking.* Development, design and facilitation of curriculum.* Implemented an onboarding program for all new team members.



Wells Fargo Bank

• United States
• Banking

• Sales/Learning and Development Consultant

  • Jul 2007 - Oct 2011

  • Strategic Consulting, including business plan & sales strategy development.• Development, design and facilitation of curriculum for mid-senior business leaders.

• Sales/Learning and Development Consultant

  • Aug 2003 - Jun 2007

  - Weekly facilitation of virtual classroom curriculum to credit managers designed to improve knowledge and sales skills of credit insurance product.- Managed a project team to research, develop and facilitate training on a new question based selling sales process, which led to increased revenue.- Consistently consulted with leadership to achieve monthly credit insurance sales goals, which resulted in multiple team members of the month recognitions.



Wells Fargo Financial

• Branch/Assistant Manager

  • 2001 - 2003

  - Hired and trained new team members on effective outbound calling skills to generate new business. - Developed mortgage sales proposals for clients designed to save the client money. - Extensive knowledge of the mortgage underwriting process to ensure accurate documentation of client’s information which led to a decrease in the number of days to close. - Responsible for 4-team member’s daily sales activities in an $8M branch. - Prospected and solicited leads for new business. - Hired and trained new team members on effective outbound calling skills to generate new business. - Developed mortgage sales proposals for clients designed to save the client money. - Extensive knowledge of the mortgage underwriting process to ensure accurate documentation of client’s information which led to a decrease in the number of days to close. - Responsible for 4-team member’s daily sales activities in an $8M branch. - Prospected and solicited leads for new business.