Carson Tucker

• Negotiate deals and contracts with potential companies with thorough assessments of historical data, operational activities and future objectives.
• Orchestrate client-centered financial packages factoring in current market trends.
• Evaluate proposals for inclusion in spreadsheets.
• Educate clients on factors affecting successful capitalization such as investment levels, funding sources and strategic timing.
• Assess companies dealing with difficulties to identify possible corrective strategies based on financial and operational data.
• Develop and deepen client relationships to cement profitable partnerships.

Accomplishments:

• Year over year growth exceeding 70% in 2021
• Year over year growth exceeding 40% in 2022
• Exceeded business targets for 2021
• Implemented innovative business strategies
• Assisting in coaching of new sales reps

• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
• Manage vault and teller cash
• Member service is highly stressed, informing members of products and helping them use them
• Product sales
• Upheld strict financial controls by keeping funds secure and accurately transferring funds
• Utilized up-to-date information to make effective decisions governing bank operations

Accomplishments:

• Highest sales record for 6 months
• Close relationships with many members
• Participated in many training courses on finances and bank operations
• Always looking to update procedures and simplify operations where possible to improve branch
• Assisted in updating security procedures to minimize losses on various transactions, overall cutting financial loss in branch
• Contacted mortgage lenders to get their Home Equity business
• Taken on work of banker and Loan officer, consolidating two positions and saving Credit union salary plus benefits
• Monitor customer behaviors and upheld strict protocols to prevent theft of assets
• Consulted on business packages and made personalized recommendations
• Worked directly with clients investing minimum of $100,000.00
• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services
• Built and maintained productive relationships with internal and external C-level executives to facilitate business success

• Take inbound calls from customers and organize product packages for them
• Arrange financing for products and pull credit for customers
• Assist in training sales staff
• Established performance and service goals and held associates accountable for individual performance

Accomplishments:

• Outstanding customer service reports
• Individual training and mentoring with several struggling sales representatives to get above sales goal
• Referred customers to specialized selling teams to build long term trust
• Identified new ideas, products and/or features that improved customer satisfaction, reduced costs and kept product line in forefront of industry
• Provided excellent service to guests and employees
• Identified areas of weakness and recommended or implemented process improvements

• Light and decoration installation and take down all over Salt lake and Utah valley
• Create and maintain good relationships with hundreds of customers and 32 venues
• Figure out ways to better set up events and improve client satisfaction
• Adjust sets and events to meet client needs
• Warehouse management and maintenance

• Serve and Teach people, Organize groups of missionaries, and other members of the Church
• Manage mission office in charge of 250 to 300 missionaries covering entire northern sections of Capital and two islands off mainland
• Oversaw finances, housing, and teaching of missionaries

Accomplishments:

• Reorganized processes and procedures of mission office, making it more efficient with less staff
• Always seeking out ways to better functions of mission and missionaries, every month, participated in conferences to address needs of mission and update operations and forms of teaching