Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Konnor Nelson

Boise

Summary

Detail-oriented finance graduate and banking professional with experience in retail banking, credit analysis, and financial regulation. Proven ability to assess creditworthiness, analyze financial data, and deliver exceptional client service in fast-paced environments. Strong foundation in finance and risk management with a commitment to accuracy, compliance, and relationship-building.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Personal Banker

Wells Fargo
08.2024 - Current
  • Build and maintain customer relationships through proactive outreach and consultative conversations to identify financial needs.
  • Recommend appropriate banking products, services, and digital solutions to support customers’ financial goals.
  • Assist clients with account openings, service requests, and credit applications while ensuring accuracy and regulatory compliance.
  • Deliver consistent, high-quality customer experience in a high-volume retail banking environment.

Personal Banker I

First International Bank & Trust
04.2023 - 05.2024
  • Managed daily banking operations including deposits, withdrawals, account maintenance, and loan applications.
  • Assessed client creditworthiness and provided tailored financial guidance based on individual needs.
  • Identified opportunities to cross-sell banking products and services, contributing to branch sales and customer satisfaction goals.
  • Resolved customer inquiries and account issues while maintaining strong, long-term client relationships.
  • Collaborated with internal departments to ensure efficient operations and seamless service delivery.

Bank Examiner Intern

North Dakota Department of Financial Institutions
05.2022 - 04.2023
  • Conducted safety and soundness examinations of financial institutions to evaluate compliance with state and federal regulations.
  • Analyzed loan portfolios, financial statements, and risk management practices to assess asset quality and credit risk.
  • Evaluated internal controls, governance, and operational procedures; identified deficiencies and recommended corrective actions.
  • Prepared formal examination reports and presented findings to institution management and regulatory authorities.
  • Supported Mortgage Loan Originator (MLO) and company licensing through the Nationwide Multistate Licensing System (NMLS).

Education

Bachelor of Business Administration - Finance, Military Science

University of North Dakota
Grand Forks, ND
05.2024

Skills

  • Financial & Credit Analysis Banking Operations Regulatory Compliance Risk Assessment
  • Customer Relationship Management Cash Handling Loan Servicing
  • Microsoft Excel, Word, PowerPoint, Outlook Reporting & Documentation

Certification

ABA Certificate in Business and Commercial Lending

Timeline

Personal Banker

Wells Fargo
08.2024 - Current

Personal Banker I

First International Bank & Trust
04.2023 - 05.2024

Bank Examiner Intern

North Dakota Department of Financial Institutions
05.2022 - 04.2023

Bachelor of Business Administration - Finance, Military Science

University of North Dakota