Professional Summary
Banking professional with nearly a decade of experience in client relationship management, consumer lending, and financial services. Known for strong leadership, goal orientation, and organizational skills. Proven ability to build lasting client relationships, collaborate effectively with teams, and deliver personalized solutions that drive results in fast-paced banking environments.
Overview
14
14
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
10.2016 - Current
Assisted in the development of presentations for client meetings, ensuring clarity and professionalism.
Maintained detailed client records to support relationship management, evaluated needs to set clear goals, and delivered strategic solutions that drove business growth and repeat engagement.
Trained and mentored peers on banking procedures and system usage for improved performance.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Led team in development of new customer onboarding process, streamlining operations and enhancing customer experience.
Initiated cross-selling strategy that increased uptake of additional banking products and services.
Referred customers to other banking departments for specialized services.
Trained new hires on customer service policies and procedures while mentoring team members by guiding skill development, supporting personal growth, and providing constructive feedback to enhance performance
Thrives in fast-paced environments, demonstrating the ability to work independently and collaboratively to achieve team goals
Managed time efficiently in order to complete all tasks within deadlines.
Learned and adapted quickly to new technology and software applications.
Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Facilitated prompt loan closings by effectively communicating with clients and collaborating with underwriting teams to streamline approval processes and minimize delays
Consistently posting in the district chat to uplift, congratulate and share important changes
Club Manager
Fraternal Order of Eagles 4336
04.2011 - 09.2017
Coordinated events and activities, fostering community involvement and member participation.
Oversaw inventory management processes, ensuring accurate stock levels and order fulfillment.
Fostered a supportive work environment that encouraged teamwork, open communication, and shared responsibility among staff members.
Scheduled staff shifts to meet business demands and coordinate adequate coverage.
Recruited, hired, and trained to develop high-performing staff.
Monitored cash flow and accounting operations to support accurate record-keeping.
Supervised daily bar operations, ensuring high-quality service and regulatory compliance, while establishing standard operating procedures to streamline workflow and boost performance.
Resolved customer complaints with empathy and efficiency, maintaining high level of customer service.
Managed staff schedules and maintained adequate coverage for all shifts.
Processed payroll accurately and efficiently, ensuring timely payment for all staff members.
Skills
Team leadership & development
Client relationships
Time management
Regulatory compliance
Branch operations
Financial planning
Teamwork and collaboration
Organizational skills
Task prioritization
Reliability
Employee motivation
Coaching
Goal oriented
Flexible and adaptable
Accomplishments
Million Dollar Club in Lending – Recognized for exceptional lending performance and contribution to revenue growth.
New Hire Mentor – Successfully mentored 3 new hires, accelerating their onboarding and performance readiness.
Credit Card Champion – Led credit card pre-screening efforts, boosting qualified applications by 30% and coaching a teammate from under 25% to 31.3% success rate.
Leads/Alerts Champion – Consistently ensured equitable distribution of alerts among peers by assigning tasks fairly and tracking completion. Maintained transparency by keeping the team informed of new lead lists and associated deadlines
Boost 2.0 & Boost 2.5 Leader – Participated in a peer coaching program focused on credit card conversations—observed, guided, and built confidence among colleagues, contributing to improved team-wide engagement and performance.
Wealth Champion – Served as the primary point of contact for my team on wealth-related updates, ensuring timely communication and clarity. Proactively scheduled and led huddles with the Wealth Leader to align on goals and share insights. Successfully engaged clients in meaningful conversations, resulting in increased referrals and appointments with Wealth Advisors.