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
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
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
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
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
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
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
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