Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brandon Allred

Grandville,MI

Summary

Motivated professional with extensive retail banking and financial services experience seeking opportunities to broaden expertise and contribute to a fast-paced environment.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Sr Relationship Manager/Officer

Wintrust Financial Corp
Byron Center , MI
02.2024 - 01.2025
  • Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
  • Analyzed customer data to identify areas of risk and potential opportunities for growth.
  • Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
  • Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.

Assistant Branch Manager

Flagstar Bank, FSB
Grand Rapids, MI
01.2021 - 02.2024
  • Developed and implemented strategies to increase customer satisfaction and retention rates.
  • Provided guidance on banking products such as savings accounts, loans, investments.
  • Managed day to day employee activities, schedules, and goals.

Registered Representative

Flagstar Bank, FSB
Grand Rapids, MI
01.2016 - 02.2024
  • Advised clients on various insurance and securities products, providing detailed information on benefits and tailoring recommendations to individual financial goals.
  • Conducted and facilitated client meetings to finalize paperwork for various financial transactions, ensuring accurate and efficient processing.
  • Effectively guided clients through paperwork completion, and follow up employing a client-focused approach to instill confidence and ease throughout the process.

Personal Banker

New Mexico Bank & Trust
Albuquerque, NM
02.2012 - 08.2016
  • Provided customer service to clients, including answering questions and resolving issues.
  • Cross-sold banking products such as credit cards, loans and investments.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.

Education

University of New Mexico
Albuquerque, NM
05.2010

Skills

  • Team Training
  • Client rapport
  • Portfolio management
  • Sales management

Certification

  • Securities Industry Essentials (SIE)
  • Series 6
  • Series 63
  • Variable Annuities
  • Life, Health, & Accident Insurance License
  • NMLS #1947079

Timeline

Sr Relationship Manager/Officer

Wintrust Financial Corp
02.2024 - 01.2025

Assistant Branch Manager

Flagstar Bank, FSB
01.2021 - 02.2024

Registered Representative

Flagstar Bank, FSB
01.2016 - 02.2024

Personal Banker

New Mexico Bank & Trust
02.2012 - 08.2016

University of New Mexico

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Brandon Allred