Personal Banker II with 9+ years of banking experience and NMLS registration. Proven success in consumer lending, HELOC origination, relationship banking, and business development. Passionate about helping clients achieve their financial goals while delivering exceptional customer service.
Work History
Personal Banker II
2 Years 9 Months
UMB Bank | 10.2023 - Current
Advise customers on consumer lending and financial solutions while originating Home Equity Loans (HELOCs) and identifying mortgage opportunities. Build lasting client relationships through relationship banking, proactively develop new business, and consistently cross-sell deposit and lending products while maintaining compliance with banking regulations.
Assistant Branch Manager
4 Years 1 Month
First Convenience Bank | 09.2019 - 10.2023
Supervised daily branch operations while coaching associates and maintaining compliance with banking policies and regulations. Built strong customer relationships, originated consumer loans, managed operational risk, and consistently achieved branch sales and service goals through consultative financial conversations.
Field Radio Operator
3 Years
United States Marine Corps | 08.2016 - 08.2019
Managed and maintained secure communications equipment while ensuring accountability for assets valued at more than $2 million. Operated in high-pressure environments requiring precision, teamwork, and strict adherence to procedures. Demonstrated leadership, problem-solving, and accountability while supporting mission-critical operations.
Supervisor
2 Years 3 Months
First Convenience Bank | 05.2014 - 08.2016
Supervised daily branch operations while coaching and mentoring new employees, delivering exceptional customer service, and promoting financial products. Assisted customers with consumer lending, account services, and banking solutions while ensuring operational accuracy and regulatory compliance.
Owner
2 Years 6 Months
Texan Treasures LLC | 01.2024 - Current
Operate an online resale business specializing in sourcing, pricing, marketing, and selling merchandise while managing customer service, inventory, and business operations.