Client Service Associate

• Aug 2023 - Present

Administrative Assistant

• Jan 2023 - Aug 2023

Loan Assistant

• Jun 2021 - Dec 2022

• Monitored key dates to obtain information by deadlines. • Communicated with customers daily to request information and complete paperwork. • Processed Consumer, Commercial, and Ag loans. • Reviewed application files to check for completion and compliance with institutional standards. • Monitored key dates to obtain information by deadlines. • Communicated with customers daily to request information and complete paperwork. • Processed Consumer, Commercial, and Ag loans. • Reviewed application files to check for completion and compliance with institutional standards.

Financial Advisor

• Jul 2017 - Jul 2021

• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. • Worked with clients to support understanding of rationale and details of financial strategies. • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans. • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs. Show less

Personal Banker

• Jun 2020 - Jun 2021

• Expanded client base by promoting new financial products and maintaining excellent service offering knowledge. • Increased client base and encourage existing clients to expand financial portfolios and assisted customers with setting up or closing accounts, and signing up for new services. • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals. • Keyed customer contact information and payment data into the system carefully observing corporate confidentiality procedures. Show less

Business Owner

• May 2014 - Dec 2016

• Managed day-to-day business operations and enhanced operational efficiency and productivity by managing budgets, accounts and costs. • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs. • Assessed supplier quality to maintain tight cost controls and maximize business operational performance. • Remained up-to-date on current trends and attended industry trade shows and markets to view and order inventory. • Managed day-to-day business operations and enhanced operational efficiency and productivity by managing budgets, accounts and costs. • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs. • Assessed supplier quality to maintain tight cost controls and maximize business operational performance. • Remained up-to-date on current trends and attended industry trade shows and markets to view and order inventory.

Secretary

• Jan 2014 - May 2014

• Created and updated physical records and digital files to maintain current, accurate and compliant documentation. • Responded to emails and other correspondence to facilitate communication and enhance business processes. • Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services. • Answered multi-line phone system and greeted callers enthusiastically. • Created and updated physical records and digital files to maintain current, accurate and compliant documentation. • Responded to emails and other correspondence to facilitate communication and enhance business processes. • Organized envelopes, postage and mail correspondence for staff and management, maintaining postage meter and coordinating with delivery and courier services. • Answered multi-line phone system and greeted callers enthusiastically.