Shelby Wilson
Relationship Banking Associate at Pacific West Bank- Claim this Profile
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Bio
Experience
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Pacific West Bank an Oregon Banking Corporation
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United States
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Banking
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1 - 100 Employee
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Relationship Banking Associate
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May 2021 - Present
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Personal Banker
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Nov 2018 - May 2021
- Provide exceptional client service by building relationships throughout client interaction and experience - Work with clients to open new accounts and service existing accounts accurately and efficiently - Work with clients to resolve issues or concerns in a timely and accurate manner
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Columbia Bank
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Banking
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700 & Above Employee
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Personal Banker
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Mar 2017 - Nov 2018
-Proficient in opening all types of business and consumer accounts while listening to understand client needs and educate clients on products and services -Accurately and efficiently complete new account paperwork in a timely manner -Provide exceptional client service by building and deepening relationships -Provide in-depth training for new hires
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Pacific Continental Bank
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United States
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Banking
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1 - 100 Employee
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Client Service Specialist
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Nov 2015 - Mar 2017
-Provide exceptional client service by building relationships throughout the client interaction and experience -Complete and assist with various monthly certifications for the office -Process a variety of routine deposits, withdrawals, payments and transfers -Process all client maintenance functions, open new accounts, and various other relationship duties
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Sales Floor Team Member
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Sep 2014 - Nov 2015
Wilsonville, OR -Provide excellent customer service when helping guests with questions and concerns -Learn new technology and other areas of the store when the need arises -Provide accurate product placement and pricing by zoning -Know how to read store labels and planograms to maintain the Target brand and provide a great environment for guests to shop in
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American Diabetes Association
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United States
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Non-profit Organizations
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700 & Above Employee
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Temporary-Fundraising and Special Events
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Mar 2015 - Jun 2015
Portland, OR -Implemented a Social Media plan to build awareness for Tour de Cure and the American Diabetes Association -Worked on logistics for the 2015 Tour de Cure; arranging hotel accommodations, permits, DJ and Band arrangements -Administrative support-answering phones, data entry, mailing, ordered office supplies when needed, assisted with submittals and requisitions -Made arrangements and attended various outreach events Worked on other projects as needed
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American Diabetes Association
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United States
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Non-profit Organizations
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700 & Above Employee
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Marketing Intern
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2014 - 2014
Portland, Oregon o Promote rider registration for the 2014 Tour de Cure with the goal of meeting or increasing rider registration and fundraising. o Implement Social Media plan to build awareness for Tour de Cure and the American Diabetes Association o Promote hashtag campaign on Twitter to build awareness and promote Tour de Cure event o Member of team developing and implementing outreach plan o Distribute promotional materials at community events to promote the Tour de Cure and increase rider… Show more o Promote rider registration for the 2014 Tour de Cure with the goal of meeting or increasing rider registration and fundraising. o Implement Social Media plan to build awareness for Tour de Cure and the American Diabetes Association o Promote hashtag campaign on Twitter to build awareness and promote Tour de Cure event o Member of team developing and implementing outreach plan o Distribute promotional materials at community events to promote the Tour de Cure and increase rider registration o Worked on event planning and preparation Show less
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Education
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Oregon State University
Bachelor of Science (B.S.), Marketing