Results-oriented finance professional skilled in relationship management, business growth, and advisory services for financial and business clients. Expert in building resilient relationships and delivering tailored recommendations.
Overview
10
10
years of professional experience
Work History
Business Performance Advisor
Insperity
Phoenix, AZ
06.2022 - Current
Independently built and managed a robust network and portfolio, achieving 220% of year-end sales goals
Successfully closed complex, long-sales-cycle deals with business owners, addressing payroll integration, people strategy, risk liability, and more.
Utilized deep financial analysis to enable accurate budgeting and forecasting for businesses.
Account Manager - B2B Business Development
American Express
Phoenix, AZ
04.2019 - 06.2022
Achieved the prestigious #1 Ranking Performer in Business Sales in 2019.
Maintained a consistent top-ranking performance, averaging 2nd overall in 2020 while surpassing the 295% Charge Volume goal.
Collaborated with Underwriting, Lead generation team, Marketing, Sales strategy, Fraud, etc.
Drove client growth through sales and cross-selling.
Business Banker Associate
Wells Fargo
Salt Lake City, UT
01.2018 - 01.2019
Cultivated strong relationships with business clients, ensuring their financial needs were met.
Acted as a trusted advisor, providing financial solutions to support clients' business objectives.
Monitored client portfolios, analyzing financial data and market trends to offer strategic recommendations
Business Specialist
Wells Fargo
St. George, UT
07.2016 - 12.2017
Consistently exceeded sales goals, achieving an impressive average of 125%.
Provided valuable training and coaching to empower the team in achieving segment goals.
Recognized as the top-performing banker in sales performance within the region, receiving invitations to exclusive recognition events.
Personal Banker 2
Wells Fargo
St. George, UT
09.2015 - 07.2016
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Followed operational standards, promoting security, risk management and compliance.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Personal Banker
Wells Fargo
St. George, UT
04.2014 - 09.2015
Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Achieved or exceeded personal sales goals on consistent basis.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Teller
Wells Fargo
St. George, UT
02.2013 - 04.2014
Built and maintained client relationships through quality, personalized interactions.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Delivered exceptional service to customers in person or over telephone.
Education
Master of Science - Accounting
Western Governor's University, Utah Tech University
Salt Lake City, UT
12.2020
Bachelor of Science - Accounting
Dixie State University
Saint George, UT
12.2016
Associate of Science -
Dixie State University
Saint George, UT
12.2014
Skills
Strategic relationship management
Financial expertise
Client advisory
Multi-level relationship building
Motivational communication
Program/project management
CRM platforms, MS Office proficiency
Financial Analysis
Risk Mitigation
Lead Prospecting
References
REFERENCES
- Jennifer McGarry
Director at American Express
520-730-9815
jennifer.mcgarry@aexp.com
- Adan Peme
Business Manager at Wells Fargo
801-597-1128
adanpeme@wellsfargo.com
Timeline
Business Performance Advisor
Insperity
06.2022 - Current
Account Manager - B2B Business Development
American Express
04.2019 - 06.2022
Business Banker Associate
Wells Fargo
01.2018 - 01.2019
Business Specialist
Wells Fargo
07.2016 - 12.2017
Personal Banker 2
Wells Fargo
09.2015 - 07.2016
Personal Banker
Wells Fargo
04.2014 - 09.2015
Teller
Wells Fargo
02.2013 - 04.2014
Master of Science - Accounting
Western Governor's University, Utah Tech University