COLE SOUTHWOOD
Shakopee,Minnesota
Summary
Results-driven Relationship Banker combining customer-focused banking experience with expertise in logistics, negotiation, and operations. Skilled in identifying financial needs, generating referrals, and supporting fraud prevention while effectively connecting clients with tailored banking resources.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Old National Bank
07.2025 - Current
- Built and maintained relationships with personal and business customers by identifying financial needs and recommending tailored banking solutions that enhanced customer satisfaction.
- Opened and serviced checking and savings accounts, certificates of deposit (CDs), and credit cards while providing accurate, personalized customer support.
- Generated referrals to Business Banking and Wealth Management partners, facilitating customers' entry into home equity lines of credit and auto loan process.
- Assist customers with debit card replacement and same-day reissuance, including fraud-related situations, while coordinating with the fraud team to help protect customer accounts.
- Managed daily branch operations, including document scanning, overnight deposit records, checkbook orders, and cash ordering, ensuring optimal vault levels and operational efficiency.
- Use ChexSystems and Teller Cash Recycler technology to support account-opening processes and efficient teller-line operations during high-volume periods.
Logistics Specialist
Bay & Bay Transportation
Eagan, MN
01.2024 - 07.2025
- Leveraged an extensive carrier network to secure competitive rates and reliable transportation options, supporting seamless logistics operations and on-time delivery.
- Cultivated relationships with customers, carriers, and vendors, ensuring clear communication of shipping requirements and timely delivery updates.
- Resolved logistical challenges and tracked in-transit loads to reduce disruptions and provide customers with timely shipment information.
- Addressed logistical challenges and monitored in-transit loads to minimize disruptions and deliver timely shipment information to customers.
- Utilized logistics management software to streamline operations, enhance shipment tracking, and ensure accurate record maintenance.
Warehouse Manager
Freight Management Logistics
Chaska, MN
12.2017 - 08.2020
- Managed customer interactions, order fulfillment, scheduling, personnel, forklift operations, and daily activities to ensure smooth warehouse operations.
- Built vendor and supplier relationships, negotiating cost-effective inventory replenishment to optimize stock levels.
- Managed customer interactions, order fulfillment, scheduling, warehouse personnel, forklift operations, and daily warehouse activities.
- Established operational procedures for shipments and implemented productivity standards, achieving an 8% reduction in labor costs.
Education
Bachelor of Science - Business Management
Minnesota State University
MankatoSkills
- Banking: Relationship Management, Business banking, Account Opening, Deposits, CDs, Credit Cards, Fraud prevention, Referrals, Customer Service
- Financial Services: Customer discovery, LendinLending supportth Management Referrals, Cash Wealth referrals
- Technology & Operations: ChexSystems, Teller Cash Recycler, Microsoft Office, Documentation, Process Accuracy
- Account opening
- Teller systems
- Fraud resolution
- Loan processing
LEADERSHIP EXPERIENCE
- Treasurer | Phi Kappa Psi | Mankato, MN | April 2021 – June 2023
- Managed fraternity finances, budgets, payments, tax documentation, and financial reporting while overseeing planning and investment of organizational funds.
- Created fundraising programs that generated approximately $1,500 per month and increased receivables by 20% while reducing house payables by 12% through expense controls and bulk purchasing.
Timeline
Relationship Banker
Old National Bank
07.2025 - Current
Logistics Specialist
Bay & Bay Transportation
01.2024 - 07.2025
Warehouse Manager
Freight Management Logistics
12.2017 - 08.2020
Bachelor of Science - Business Management
Minnesota State University