Elise Fauth
Park City,UT
Summary
Results-driven financial advisor experienced in financial statement analysis, customized lending and strategic wealth preservation. A detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously.
Overview
10
10
years of professional experience
Work History
Private Wealth Advisor
U.S. Bank
Salt Lake City, Utah
10.2022 - Current
- Proactively grew footings in deposits, lending and investments with a 22.3% YOY accomplishment.
- Designed tailored succession plans for business owners, ensuring seamless transitions and preservation of wealth for future generations.
- Assisted clients in estate planning matters, collaborating with legal advisors to create comprehensive plans focused on wealth preservation and transfer.
- Developed customized financial plans for clients, taking into account their unique goals and risk tolerance levels.
- Collaborated with specialized lending officers to provide customized lending solutions to clients.
Private Banking Relationship Manager
Zions Bank
Park City, UT
02.2022 - 10.2022
- Achieved revenue growth by introducing new banking products tailored specifically for high-net-worth individuals.
- Conducted thorough risk assessments to ensure compliance with regulatory requirements and minimize potential losses.
- Improved customer retention rates through exceptional relationship management skills and targeted marketing efforts.
- Developed new business opportunities by networking at industry events and leveraging existing client relationships for referrals.
- Enhanced client satisfaction by providing personalized banking services and financial advice tailored to individual needs.
- Negotiated favorable loan terms for clients by collaborating with credit analysts and underwriters.
Executive Banking Relationship Manager
Zions Bank
Salt Lake City, UT
04.2019 - 02.2022
- Maintained a solid pipeline of prospective opportunities through diligent prospecting efforts within target markets.
- Contributed to business development initiatives by actively participating in networking events and building strategic partnerships.
- Streamlined internal processes to improve overall efficiency and achieve service excellence.
- Developed comprehensive understanding of clients'' businesses, enabling more effective financial guidance.
- Enhanced customer retention rates through proactive relationship management strategies.
Senior Branch Manager
Wells Fargo
Park City, UT
04.2017 - 04.2019
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Built strong relationships with key clients, resulting in increased loyalty and repeat business.
- Developed and executed strategic growth plans for expanding the branch''s market share and client base. Grew client households by 10% YOY in first year.
- Assessed employee performance and developed improvement plans on a quarterly basis.
Program Consultant
Wells Fargo
Utah County, Utah
05.2015 - 04.2017
- Actively participated in industry conferences or events as a representative of the organization.
- Led training sessions for colleagues on best practices in program development, management, evaluation techniques.
- Collaborated with sales team to increase brand awareness and enhance business development by building and maintaining relationships with 30 key accounts.
- Conducted market research and reported on clients' competition.
Branch Manager
Wells Fargo
Provo, UT
06.2014 - 05.2015
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Education
Bachelor of Science - Biology
University of Nevada - Reno
Reno, NV05.2014
Skills
- Cash Flow analysis
- Wealth Preservation
- Debt/Loan structuring
- Strategic Planning
- Brand Promotion
- Portfolio Management
- Trend analysis expertise
- Risk Mitigation
Timeline
Private Wealth Advisor
U.S. Bank
10.2022 - Current
Private Banking Relationship Manager
Zions Bank
02.2022 - 10.2022
Executive Banking Relationship Manager
Zions Bank
04.2019 - 02.2022
Senior Branch Manager
Wells Fargo
04.2017 - 04.2019
Program Consultant
Wells Fargo
05.2015 - 04.2017
Branch Manager
Wells Fargo
06.2014 - 05.2015
Bachelor of Science - Biology
University of Nevada - Reno