Summary
Overview
Work History
Skills
Volunteer Experience
Community Service
References
Timeline
Generic

Crystal Serafin

Belgrade,MT

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Highly motivated self-starter, organized and dependable; successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

13
13
years of professional experience

Work History

Sales Area Manager

Rocky Mountain Bank
01.2022 - Current
  • Builds/maintains a proactive sales culture within the banking center; works with banking center employees to meet customers' needs and to maximize cross-selling opportunities
  • Leads the customer experience strategy to ensure banking centers are delivering consistent, positive experiences for all customers
  • Travels to each banking center in their designated sales area each week and cultivates high-quality relationships with the sales team in those locations
  • Focuses on P&L activity in the banking centers to ensure alignment with organizational goals and redirect efforts where needed.
  • Directly supervises Loan Officers and On-Site Manager.
  • Serves as head of onboarding and new team member orientation for all new retail team members in Bozeman and Whitehall
  • Coaches and mentors banking center staff to promote individual growth and development.
  • Creates a positive atmosphere that encourages productivity and teamwork among all banking centers staff.
  • Addresses and resolves all performance concerns and issues in a timely manner.
  • Win: Brought on 35mm Commercial loan and banking relationship.

Associate Manager of Operations

Golden Helix Inc
09.2021 - 01.2022
  • Effectively communicate with customers and staff to ensure tasks completed on time
  • Training new hires including HR related duties
  • Balancing of Company Books including tracking expenses and budgets
  • Promote office morale
  • Issue software license keys to customer
  • Demonstrate Effective organizational, multi-tasking, and prioritizing skills to meet deadlines and ensure prompt customer follow-up
  • Quick Learner, Self-Motivated & Reliable.

Sr. Business Banking Specialist

Wells Fargo
11.2014 - 09.2021
  • Actively acquire new business relationships through outbound prospecting
  • Develop relationships with current Wells Fargo business households to cross-sell and expand relationship
  • Actively cross-sells additional business products such as loans and cash management products through referrals to partners
  • Demonstrate Effective organizational, multi-tasking, and prioritizing skills to meet deadlines and ensure prompt customer follow-up
  • Develops and maintains relationships with partners to maximize sales opportunity
  • Consistently share best practices on state-wide business calls to help develop team members
  • Proficient in Microsoft Excel and Word
  • Quick Learner, Self-Motivated & Reliable.

Personal Banker 1 SAFE

Wells Fargo
07.2012 - 11.2014
  • Effectively partnered with local businesses; planning and implementing successful off sites resulting in numerous household gains for Wells Fargo
  • Developed personal sales strategies to ensure meeting personal daily goals as well as ensuring branches meet their daily sales goals.
  • Consistently met high levels of balanced performance in service, sales and customer experience.
  • Sourced business through outbound calls
  • Consistently delivered quality customer service to every customer including timely follow up, problem resolution, and building lifelong relationships
  • Consistently lead the State of Montana in Sales earning promotion to Business Specialist
  • 2014 Star Performer in Rocky Mountain Region.

Service Manager

Wells Fargo
04.2011 - 07.2013
  • Ability to work in a fast-paced action-oriented environment
  • Coach and train team to be effective and efficient
  • Effective organizational, multi-tasking, and prioritizing skills
  • Consistently developing and cultivating professional relationships
  • Experience directing work and monitoring performance of others
  • Experience interacting positively with unsatisfied customers
  • Understanding and consistently meet or exceed performance and operational objectives
  • Good communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Solid problem-solving skills necessary to analyze situations that require thoughtful solutions.

Skills

  • Critical Thinking
  • Analytical Thinking
  • Dependable and Responsible
  • Excellent Communication Written and Verbal
  • Problem-Solving
  • Team Management
  • Strategy Development
  • Customer Relationship Building
  • Upselling and Cross Selling
  • Extensive personal network
  • Customer Portfolio Management

Volunteer Experience

  • Haven Women’s Shelter, Bozeman, MT, 04/01/12, Present
  • Belgrade School District, Belgrade, MT, 04/01/12, Present
  • Community Kitchen, Bozeman, MT, 04/01/12, Present
  • United Way Kids Link Afterschool Program, Bozeman, MT, 04/01/12, Present

Community Service

  • Meet with local business representatives weekly to collectively strategize ways to earn more business, build on current business and become more involved in the community.
  • Biz to Biz Bozeman
  • Bozeman Chamber of commerce
  • Leadership Bozeman

References

References available upon request

Timeline

Sales Area Manager

Rocky Mountain Bank
01.2022 - Current

Associate Manager of Operations

Golden Helix Inc
09.2021 - 01.2022

Sr. Business Banking Specialist

Wells Fargo
11.2014 - 09.2021

Personal Banker 1 SAFE

Wells Fargo
07.2012 - 11.2014

Service Manager

Wells Fargo
04.2011 - 07.2013

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Crystal Serafin