Shelby Wilson

Relationship Banking Associate at Pacific West Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Portland

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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Relationship Banking Associate
      • May 2021 - Present

    • Personal Banker
      • 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

    • Banking
    • 700 & Above Employee
    • Personal Banker
      • 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

    • United States
    • Banking
    • 1 - 100 Employee
    • Client Service Specialist
      • 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

    • Sales Floor Team Member
      • 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

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Temporary-Fundraising and Special Events
      • 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

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Marketing Intern
      • 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

Education

  • Oregon State University
    Bachelor of Science (B.S.), Marketing
    2009 - 2014

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