Summary
Overview
Work History
Education
Skills
Timeline
Generic

EVENSON STVIL

Omaha,NE

Summary

Dynamic leader with a proven track record at Wells Fargo & Company, excelling in staff training and development, and investment strategies. Enhanced customer satisfaction and branch profitability through innovative financial solutions and effective performance management. Skilled in fostering strong client relationships and driving sales growth, demonstrating exceptional customer service and strategic financial planning.

Overview

12
12
years of professional experience

Work History

Financial Services Consultant

B.I.T CONSULTING
Omaha
06.2024 - Current
  • Established strong and positive working relationships within organization to contribute to team success.
  • Discussed client financial options to keep customers informed regarding transactions.
  • Collaborated with team members to develop and implement innovative financial solutions.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.
  • Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.

Branch Region Manager

Wells Fargo Bank, N.A.
Omaha, NE
05.2023 - 05.2024
  • Increased market share in the region by identifying potential growth areas and executing tailored expansion plans.
  • Enhanced customer satisfaction rates by addressing issues promptly and implementing service improvements based on feedback.
  • Assisted clients in developing strategic plans to meet long-term financial goals such as retirement or college savings plans.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Built positive and productive customer connections to drive consistent sales.

Branch Manager

Bank Of The West / BMO
Omaha, NE
10.2021 - 04.2023
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.

Relationship Banker/Business Banker

Wells Fargo & Company
Omaha, NE
02.2013 - 10.2021
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.

Education

Bachelor Of Business Administration - Business Management

Northwood University
Midland, MI

Skills

  • Staff Training and Development
  • Performance Management
  • Customer Service
  • Employee Development
  • Investment strategies
  • Cash flow management

Timeline

Financial Services Consultant

B.I.T CONSULTING
06.2024 - Current

Branch Region Manager

Wells Fargo Bank, N.A.
05.2023 - 05.2024

Branch Manager

Bank Of The West / BMO
10.2021 - 04.2023

Relationship Banker/Business Banker

Wells Fargo & Company
02.2013 - 10.2021

Bachelor Of Business Administration - Business Management

Northwood University

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EVENSON STVIL