Brady Sauerbrei
Cedar Falls
Summary
Dynamic professional with a proven track record at Readlyn Savings Bank, excelling in customer relationship development and regulatory compliance. Recognized for enhancing transaction efficiency and training staff, I leverage attention to detail and decision-making skills to drive results in fast-paced environments. Committed to delivering exceptional service and fostering client trust.
Offering unique combination of strong interpersonal skills and keen interest in market dynamics, eager to learn and develop in this environment. Brings ability to quickly grasp market trends and property valuation techniques, along with proficiency in analytical software and data interpretation.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Bank Teller
Readlyn Savings Bank
Readlyn, IA
05.2023 - 08.2026
- Processed customer transactions efficiently and accurately, ensuring compliance with banking regulations.
- Assisted customers with account inquiries, promoting bank products and services effectively.
- Maintained cash drawer accuracy through diligent record-keeping and reconciliation practices.
- Collaborated with team members to streamline workflow processes and enhance customer service experience.
- Trained new staff on operational procedures and best practices for customer interactions.
- Implemented process improvements that enhanced transaction efficiency and reduced wait times for clients.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Real Estate Consultant
Nova Home Solutions, LLC
Readlyn, IA
02.2024 - 01.2026
- Advised clients on property investments, leveraging market analysis and local trends.
- Conducted property evaluations to determine optimal pricing strategies and investment potential.
- Developed tailored marketing plans utilizing digital platforms to enhance property visibility.
- Collaborated with cross-functional teams to streamline client onboarding processes and improve service delivery.
- Mentored junior consultants, providing guidance on best practices in client relations and contract negotiations.
- Researched emerging real estate markets, identifying opportunities for portfolio expansion and diversification.
- Researched commercial and residential real estate deals.
Education
Bachelor of Science - Finance & Business Analytics
University of Northern Iowa
Cedar Falls, IA05-2028
Skills
- Attention to detail
- Professionalism and courtesy
- Customer relationship development
- Data entry efficiency
- Sales and Cross-selling
- Decision-making
- Regulatory compliance
- Banking regulations knowledge
- Multitasking and organization
- Property valuation
- Due diligence
- Investment analysis
Certification
Commercial Banking & Credit Analyst (CBCA) Certification
Financial Modeling & Valuation Analyst (FMVA) Certification
Timeline
Real Estate Consultant
Nova Home Solutions, LLC
02.2024 - 01.2026
Bank Teller
Readlyn Savings Bank
05.2023 - 08.2026
Bachelor of Science - Finance & Business Analytics
University of Northern Iowa