Summary
Overview
Work History
Education
Skills
Timeline
Generic
Doug Shaffer

Doug Shaffer

Wichita,KS

Summary

  • My passion is to help people. This is fostered around relationships, showing empathy, caring, listening, and moving towards products and services that will help them make financial progress.

Overview

30
30
years of professional experience

Work History

Bank Branch Manager

BMO Bank
09.2019 - Current
  • Responsible and accountable for achieving branch sales goals and maintaining operational soundness.
  • Diverse with business loan products and services including lines of credit, real estate, equipment, and SBA lending, cash management & business credit cards.
  • Maintain balance in key areas of production, business, retail, and partner referrals.
  • Consult with customers on various personal loan needs, mortgages, home equity loans, and general deposit accounts.
  • Coach and develop branch team members for success with their personal scorecard.
  • Lead from the front, setting the pace, and modeling consistency and deepening customer and business relationships.
  • Involved in the same BNI group since 2019 that has resulted in 144 referrals to date.
  • Work with bank partners to help consumer and business customers move towards their financial goals.

SBA Relationship Manager

South Central Kansas Economic Development
02.2019 - 09.2019
  • Consult with small businesses who were unable to obtain traditional bank financing.
  • Guided small business owners with various SBA loan options, 504 loans, and smaller 7(a) loans.
  • Business development with the counties that were in the circle of areas served.

Financial Services Consultant

Bank of the West
09.2002 - 02.2019
  • Retail bank sales including home equity loans, credit cards, and deposit accounts
  • Early on developed a relationship with a home improvement company that referred customers for home equity loans, exceeding home equity loan goals for many years.
  • Worked with bank partners for various business banking needs.
  • Helped businesses with growth needs, consulting, and packaging loan deals.
  • Held securities license to sell mutual funds and annuities.
  • Held life & health State of Kansas insurance license to sell loan insurance options.

Manager Trainee

CitiFinancial
05.1998 - 09.2001

Manager

Enterprise Rent-A-Car
05.1998 - 09.2001

Assistant Manager

QuikTrip Corporation
05.1995 - 05.1998

Education

Bachelor of Arts - Management

Manhattan Christian College
Manhattan, KS
05-1998

Skills

  • Exemplify customer service experience
  • Strong attention to detail and time management skills
  • Confident and articulate communication skills, both verbally and written
  • Experience with obtaining sales goals and objectives
  • Initiative and strong work ethic
  • Problem resolution and analytical thinking skills
  • Ability to effectively build and maintain relationships with bank associates, vendors, professional contacts, and customers
  • Credibility to provide reliable and accurate financial information for recommendations

Timeline

Bank Branch Manager

BMO Bank
09.2019 - Current

SBA Relationship Manager

South Central Kansas Economic Development
02.2019 - 09.2019

Financial Services Consultant

Bank of the West
09.2002 - 02.2019

Manager Trainee

CitiFinancial
05.1998 - 09.2001

Manager

Enterprise Rent-A-Car
05.1998 - 09.2001

Assistant Manager

QuikTrip Corporation
05.1995 - 05.1998

Bachelor of Arts - Management

Manhattan Christian College

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