Offered comprehensive product knowledge across branch and bank divisions, including business banking, mortgage, and investments, to address diverse customer needs.
Cultivated customer relationships and leveraged expertise in financial products to deliver tailored solutions, enhancing customers' financial well-being.
Conducted business development activities to uncover growth opportunities while providing essential operational support.
Sharepoint Project
First National Bank
Yankton
01.2017 - 06.2017
Participated in SharePoint Project as one of four selected FNB employees to enhance collaboration.
Consolidated policies and procedures into SharePoint site, integrating content from Confluence and ORL.
Rewrote and formatted policies and procedures for Customer Care Agents to improve accessibility and clarity.
Property Management
Somerset Pacific
Yankton
06.2013 - 11.2014
Managed day-to-day activities involving tenants, subcontractors, and property management to ensure smooth operations.
Conduct apartment tours for potential tenants and answer any questions.
Maintain excellent customer relationships by adhering to the ’10 Pledges of Customer Service.’
Addressed customer complaints promptly, verifying resolution to enhance tenant satisfaction.
Promptly collected the monthly rents and charged late fees.
Maintained in-depth knowledge of competition through consistent evaluation of market conditions and trends to inform strategic decisions.
Service Manager/Personal Banker
Wells Fargo
Yankton
10.2009 - 11.2014
Created and directed sales team training and development programs.
Initiated sales calls with team members to define sales and customer retention objectives.
Coached tellers through regular sessions to meet monthly sales targets, fostering a results-oriented environment.
Shared product knowledge with customers while making personal recommendations.
Maintained professional and friendly interactions with customers to enhance overall service experience.
Monitored and maintained the proper cash volume for the branch.
Education
Bachelor of Science - Accounting/Business Administration
Mount Marty University
Yankton SD
12-1988
High School Diploma -
Yankton High School
Yankton SD
06-1984
Skills
Banking policies and procedures
Banking regulations
Compliance expertise
Transaction monitoring
Risk assessment
Risk management
Financial expertise
Proficient with multiple programs
Strong problem-solving skills
Complex problem-solving
Accuracy focus
Deadline-driven
Organizational skills
Customer service adherence
Adaptability skills
Effective communication
Communication skills
Banking policies and procedures
Timeline
Sharepoint Project
First National Bank
01.2017 - 06.2017
Personal Banker
First National Bank
12.2014 - Current
Property Management
Somerset Pacific
06.2013 - 11.2014
Service Manager/Personal Banker
Wells Fargo
10.2009 - 11.2014
Bachelor of Science - Accounting/Business Administration