Summary
Overview
Work History
Skills
Timeline
Generic

Donald Coleman

Loveland,CO

Summary

Lead personal banker with a strong focus on customer relationship management and regulatory compliance. Demonstrated success in improving customer satisfaction metrics and mentoring junior bankers to achieve service excellence. Proven track record of driving results in high-pressure environments.

Overview

41
41
years of professional experience

Work History

Lead Personal Banker

Firstbank Of Colorado
Centennial, CO
01.2004 - 03.2026
  • Led daily operations of personal banking services for diverse clientele.
  • Analyzed customer needs to recommend personalized banking solutions, aligning offerings with individual financial goals.
  • Educated customers on financial products and services, enhancing their understanding and decision-making.
  • Resolved customer inquiries and issues promptly, contributing to high levels of customer satisfaction.
  • Addressed customer inquiries efficiently, ensuring clarity and satisfaction.
  • Managed customer accounts, ensuring accuracy and compliance with bank policies.
  • Trained and mentored junior bankers to enhance service delivery and performance.
  • Provided guidance and support to junior bankers on technical matters relating to their job duties.
  • Maintained accurate records of all transactions, including deposits, withdrawals and loan payments.

Automotive Sales Consultant

Don Massey Mitsubishi
Greenwood Village, Colorado
04.2003 - 10.2003

Customer Service

Kmart
Greeley, Colorado
01.2003 - 03.2003

Capuchin Friar

Capuchin Provice of Mid America
Saint Louis, MO
08.1997 - 12.2002

Assistant Store Manager

Payless Drugs Stores
Aurora, Colorado
07.1985 - 07.1997

1995-1997 Store Assistant Manager

  • 1994-1994 Regional Supervisor of Asset Protection.
  • 1993-1994 Regional Training Officer for Asset Protection
  • 1990-1993 Asset Protection Store Detective
  • 1985-1990 Retail Clerk

.

Skills

  • Regulatory compliance
  • Customer relationship management
  • Account management
  • Product knowledge
  • Banking operations
  • Training and mentoring
  • Cross-selling products
  • Teller background
  • Money handling
  • Interpersonal Skills
  • Ability to deal with people in difficult situations

Timeline

Lead Personal Banker

Firstbank Of Colorado
01.2004 - 03.2026

Automotive Sales Consultant

Don Massey Mitsubishi
04.2003 - 10.2003

Customer Service

Kmart
01.2003 - 03.2003

Capuchin Friar

Capuchin Provice of Mid America
08.1997 - 12.2002

Assistant Store Manager

Payless Drugs Stores
07.1985 - 07.1997
Donald Coleman