Highly motivated financial advisor with over 7 years of experience managing large business relationships. Extensive knowledge of customer service, team development, organization, communication, decision making, and problem solving.
Overview
18
18
years of professional experience
Work History
TREASURY MANAGEMENT SENIOR SPECIALIST
Firstbank Of Colorado
LAKEWOOD, CO
01.2016 - Current
Serves as strategic advisor for customers and responsible for sale of Treasury Management solutions to new customers and retention of current business relationships
Responsible for coordinating and managing treasury management sales, including developing new business, expansion of existing business, and servicing customers and management of sales process from proposal to implementation
Prepares, presents, and leads treasury management presentations with business customers
Develops strategic plan to grow and manage customer portfolio through cost analysis
Meet and exceed higher production goals and exhibit higher level of expertise and experience often for larger treasury management relationships.
Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
Identified improvement changes regarding key processes for internal controls and Treasury Management procedures.
TREASURY MANAGEMENT SENIOR REPRESENTATIVE
Firstbank Of Colorado
LAKEWOOD, CO
05.2015 - 01.2016
Answered all incoming calls timely manner while providing exceptional customer service.
Trained newly hired employees on company policies and procedures regarding diverse situations.
Resolved issues through careful research and follow-up with customers.
Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
Provided basic technical support resolving issues for clients on variety of company products.
Prepared cost analysis for market to present to business customers.
Maintained high level of communication through phone or email,
Exceeded established sales goals and increased client retention.
Managed team of 25+ employees, overseeing hiring, training, and professional growth of employees
Processed standard teller transactions for customers including serviced customer accounts, accepted loan payments, cashed checks, balanced cash drawer, handled night deposits, and corrected transaction discrepancies.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
Actively listened to customers' requests, confirming full understanding before addressing concerns
GUEST SERVICE LEADER
Kwik Trip
FOUNTAIN CITY WI AND EAU CLAIRE , WI
01.2006 - 01.2014
Coached team members on service techniques to boost revenue and exceed customer expectations.
Retail Sore Leader responsible for daily duties and transactions along with coaching and growing team of 25+ employees
Ensured store was profitable by leading team to achieve daily goals, trained coworkers, recruited and hired staff, merchandise and inventory control, and ensured highest quality of guest service was being provided on daily bases.
Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Reconciled daily sales transactions to balance and log day-to-day revenue.
Maintained strong knowledge in handling of perishable products in dairy, meat and produce departments.
Tracked attendance, recorded absences and addressed continual issues to maintain efficiency with fully staffed business
CERTIFIED ASSISTANT STORE LEADER
KWIK TRIP
Winona, MN
01.2004 - 01.2006
Assisted variety of locations with daily activities of Guest Service Leader in absence of permanent Guest Service Store Leader
Worked with department heads and associates to identify opportunities, develop solutions, create action plans and implement activities.
Assisted store managers with store-level financial performance discussions, budget development and other targeted goals.
Controlled inventory integrity with management of in-store processes and procedures.
Maintained clean, adequately stocked and organized store by streamlining daily operations and introducing new procedures.
Mentored new sales associates to contribute to store's positive culture.
Maintained clean, adequately stocked and organized store by streamlining daily operations and introducing new procedures
Senior Practice manager, Treasury Solutions Architecture at Fidelity Information Services (FIS)Senior Practice manager, Treasury Solutions Architecture at Fidelity Information Services (FIS)