Dynamic professional with expertise in customer onboarding and relationship building. Proven ability to enhance client satisfaction and streamline financial assessments, ensuring regulatory compliance and operational efficiency.
Overview
12
12
years of professional experience
Work History
Golf Manager
Scheels
Fargo, ND
07.2024 - 12.2025
Developed and implemented strategies to increase sales and profitability in the golf shop.
Provided excellent customer service by resolving customer inquiries promptly and professionally.
Established relationships with vendors to negotiate competitive pricing on merchandise.
Relationship Banker
Border Bank
Fargo, ND
12.2022 - 07.2024
Facilitated customer onboarding processes for new banking products and services.
Conducted thorough client needs assessments to tailor financial solutions.
Maintained accurate account records to ensure compliance with banking regulations.
Managed customer feedback to identify areas for service improvement.
Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
Wealth Banker
US Bank National Association
Fargo, North Dakota
08.2018 - 11.2022
Executed loan processing and approval procedures, assessing creditworthiness and risk factors.
Conducted risk assessments to identify potential financial vulnerabilities within client accounts.
Maintained customer relationship management systems, documenting interactions and follow-ups.
Banker
US Bank National Association
Fargo
08.2013 - 01.2022
Balanced teller drawers and ATM cash.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Opened, closed, and updated accounts for customers.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.