DANNY LUND
Spokane,WA
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Wealth Management Banker
U.S. Bank
12.2021 - Current
- Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management to deliver on company’s goals to put people first in the process of growing business
- Became a leader among peers in consistently delivering on planning with clients as strategy to have world class client experience and grow business
- Honored to mentor multiple bankers as they onboarded with the Washington Affluent Wealth Management team.
Branch Manager
Wells Fargo Bank, N.A.
11.2017 - 12.2021
- Lead 3 different branches as the branch manager (Coeur D Alene, ID; Spokane, WA; Orofino, ID)
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Additionally lead 20 branches across 3 different districts in a supporting role due to COVID-19, staffing shortages, and mentoring purposes
- Acted as Project Manager by leading as the Digital Proponent for Panhandle District.
Registered Personal Banker 2
Wells Fargo Bank, N.A.
05.2013 - 11.2017
- Analyzed customers' financial information to deliver personalized account guidance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Sales Manager
TYM HOMES LLC
05.2012 - 04.2013
- Producing sales manager, who partnered to lead a sales team to execute on broad range of sales strategies
- Started up a satellite office Austin, TX
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Education
Masters of Business Administration - General Management
University of Idaho
Moscow, ID05.2020
Bachelor of Science - Marketing
University of Idaho
Moscow, ID12.2013
Bachelor of Science - Business Management And Human Resources
University of Idaho
Moscow, ID05.2012
Skills
- Revenue Benchmarks
- Client Relationships
- Stock Market Understanding
- Banking
- Customer Experience
Certification
Series 6, 63, 65 and Life Insurance Producer's License
Timeline
Wealth Management Banker
U.S. Bank
12.2021 - Current
Branch Manager
Wells Fargo Bank, N.A.
11.2017 - 12.2021
Registered Personal Banker 2
Wells Fargo Bank, N.A.
05.2013 - 11.2017
Sales Manager
TYM HOMES LLC
05.2012 - 04.2013
Masters of Business Administration - General Management
University of Idaho
Bachelor of Science - Marketing
University of Idaho
Bachelor of Science - Business Management And Human Resources
University of Idaho