Jeffrey Barneson
Financial
Appleton,NV
Summary
Motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems. Effective at multi-tasking and maintaining a friendly attitude under pressure.
Overview
20
20
years of professional experience
Work History
Personal Banker II
Wells Faro Bank
Las Vegas, NV
09.2012 - Current
- Opened new customer accounts, including checking, savings and lines of credit.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Maintained friendly and professional customer interactions.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Real Estate Broker
SellSmart Realty, LLC
MN and WI
04.2002 - 09.2012
- Negotiated, facilitated and managed real estate transactions.
- Advertised client properties on websites, through social media and in real estate guides.
- Continually stayed up-to-date on mortgage rates and related real estate news.
- Managed 5-10 Real Estate agents.
Education
Certification in Law - Legal
Thomson University
Continual Education - Finance and Insurance
Careers Sales Institute
Skills
- Customer-oriented
- Verbal and Written Communications
- 9 year of financial lending experience
- Detail-oriented
- High level of accuracy
- Interpersonal Strengths
- Motivational Personality
- Personal Discipline
- Superb Interpersonal Skills
- Interpersonal Confidence
Accomplishments
- Thomson West / West GroupEagan MNSales Account ManagerPrioritized daily workflows, including all inbound calls,quotes and sales-related inquiries.
- Financial Security ConceptsMarietta GAInsurance BrokerInterviewed clients to determine current income, expenses,insurance coverage, tax status, financial objectives, risk tolerance and otherinformation needed to develop a financial plan.
Timeline
Personal Banker II
Wells Faro Bank
09.2012 - Current
Real Estate Broker
SellSmart Realty, LLC
04.2002 - 09.2012
Certification in Law - Legal
Thomson University
Continual Education - Finance and Insurance
Careers Sales Institute
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