Bill Ambrose
Chanhassen,MN
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adapt at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
Chaska, MN
05.2023 - Current
- My responsibilities as a Relationship Banker are to create/maintain relationships with clients. I also provide financial assistance for more complex account needs.
Securities Operations & Client Solutions
Wells Fargo
Minneapolis, MN
01.2021 - 05.2023
- I was responsible for organizing and processing "tender offers" and other stock buyback offers to shareholders. In Client Solutions my responsibilities were creating and terminating "separately managed accounts" for global trading.
Client Relationship Consultant
US Bank National Association
Chanhassen , MN
06.2016 - 01.2021
- I would assist clients with day to day financial needs ranging from deposits and withdrawals to more complex needs, and was a full service banker.
Education
Bachelor of Science - Marketing
Minnesota State Mankato
Mankato, MN05-2020
Associate of Science - General Studies
Normandale Community College
Bloomington, MN05-2018
High School Diploma -
Chanhassen High School
Chanhassen, MN06-2015
Skills
- Hardworking
- Fast learner
- Effective communicator
- People Person
- Works well under pressure
- Independent
- Relationship builder
- Training & development
- Microsoft Office
- Self-driven
- Detail oriented
- Risk & compliance
- Sales driven
- Morally and ethically driven
- Problem solving
Accomplishments
During my time at US Bank I have been able to accept a few awards one of those being 100% customer service for an entire quarter. Receiving this award made me feel very proud of myself and the hard work that I continue to put forward in my work ethic. I have also been recognized by upper management for my efforts in selling US Bank products.
References
- John Tompt, Branch Manager, US Bank In-Store Chanhassen Lunds and Byerlys, John.tompt@usbank.com, 952-474-8990
- Lisa Fink, Branch Manager, US Bank Mankato City Center, Lisa.fink@usbank.com, 507-387-9410
Certification
- Securities Industry Essentials (SIE) Exam
- Series 6 Exam
- Series 63 Exam
- Minnesota Life and Health Insurance Exam
Timeline
Relationship Banker
JPMorgan Chase
05.2023 - Current
Securities Operations & Client Solutions
Wells Fargo
01.2021 - 05.2023
Client Relationship Consultant
US Bank National Association
06.2016 - 01.2021
Bachelor of Science - Marketing
Minnesota State Mankato
Associate of Science - General Studies
Normandale Community College
High School Diploma -
Chanhassen High School