Anna Braun
Mantorville
Summary
Energetic and personable professional with a proven track record at Northwestern Mutual and Home Federal Savings Bank, excelling in client relationship building and basic accounting principles. Demonstrated ability to enhance client service through CRM navigation and effective teamwork. Achieved significant improvements in client satisfaction and operational efficiency, showcasing professionalism and courtesy alongside financial product expertise.
Overview
4
4
years of professional experience
1
1
Certification
Work History
College Financial Representative
Northwestern Mutual
05.2024 - 01.2025
- Supported senior advisors in preparing detailed reports and presentations for client meetings.
- Facilitated productive conversations between clients and internal departments for seamless service delivery.
- Strengthened client relationships through timely follow-ups and regular communication.
- Attended industry conferences and workshops to enhance knowledge of the latest financial planning best practices.
- Developed strong interpersonal skills through regular interactions with diverse clientele across different industries.
- Gained expertise in various financial products, including stocks, bonds, mutual funds, ETFs, annuities, and insurance policies.
- Achieved daily call quotas by diligently managing time and prioritizing tasks for maximum efficiency.
Bank Teller
Home Federal Savings Bank
05.2023 - 08.2023
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Strengthened team collaboration, assisting colleagues with complex transactions and problem resolutions.
Bank Teller
Home Federal Savings Bank
05.2022 - 08.2022
- Played a key role in supporting the bank''s community outreach efforts by participating in local events and representing the branch positively.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Bank Teller
Home Federal Savings Bank
06.2021 - 08.2021
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Promoted a positive work environment by offering assistance when needed, fostering teamwork within the bank branch.
Education
Bachelor of Arts - Finance And Marketing
Saint Mary's University of Minnesota
Winona, MN05-2025
Skills
- Client relationship building
- Life and Health insurance
- Professionalism and courtesy
- Basic accounting principles
- Teamwork orientation
- CRM navigation
- Patience and persistence
Certification
- Accident and Health License – Minnesota Department of Insurance.
- Life and Health Insurance License - Minnesota Department of Insurance.
- Long-Term Care Professional (LTCP) – America's Health Insurance Plans (AHIP).
Timeline
College Financial Representative
Northwestern Mutual
05.2024 - 01.2025
Bank Teller
Home Federal Savings Bank
05.2023 - 08.2023
Bank Teller
Home Federal Savings Bank
05.2022 - 08.2022
Bank Teller
Home Federal Savings Bank
06.2021 - 08.2021
- Accident and Health License – Minnesota Department of Insurance.
- Life and Health Insurance License - Minnesota Department of Insurance.
- Long-Term Care Professional (LTCP) – America's Health Insurance Plans (AHIP).
Bachelor of Arts - Finance And Marketing
Saint Mary's University of Minnesota
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