KYLE KRIENER
Mankato,MN
Summary
Highly motivated and results-driven finance professional with Series 7, Series 6, Series 63, Series 65, and Life Insurance licenses. Bachelors degree in Finance with over three years of progressive experience in banking, lending, and relationship management. Proven success in uncovering client needs, developing tailored financial strategies, and collaborating with financial advisors to grow assets under management. Committed to delivering exceptional client experiences while achieving revenue growth and maintaining compliance with regulatory standards.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Premier Banker
Wells Fargo
Mankato, MN
06.2024 - Current
- Provide personalized banking and investment guidance to high-value clients, focusing on uncovering financial needs and referring to appropriate products and services.
- Manage a portfolio of affluent clients to deepen relationships, increase business, and ensure retention.
- Collaborate with financial advisors to transition investment opportunities and grow assets undermanagement.
- Maintain compliance with regulatory requirements and deliver exceptional customer experience.
Ag/Business Banker
Profinium
Owatonna, MN
07.2023 - 06.2024
- Built and managed relationships with agricultural and business clients, analyzing creditworthiness through balance sheets, income statements, and cash flows.
- Structured loan solutions to meet client needs while maintaining credit quality and risk standards.
- Participated in community events to promote the bank and build local relationships.
Personal Banker
Profinium
Mankato, MN
06.2022 - 06.2023
- Provided personalized financial guidance and managed customer relationships.
- Cross-sold bank products and services to meet customers' financial needs.
- Monitored and managed account activities to detect and prevent fraud.
- Assisted customers with opening new accounts, processing transactions, and resolving account issues.
Education
Bachelor of Science - Finance
Minnesota State University
Mankato, MN12.2022
Skills
- Financial Knowledge: Financial planning degree Ag/Commercial banking experience
- Leadership experience: Community council president, Mayo High School basketball and football captain
- Software applications: Microsoft office, CRV, SVP, E-money
- Problem solving: Strong analytical skills and ability to find solutions to complex problems
- Customer Focused: Dedication to providing exceptional customer service and building strong customer relationships
- People Skills: Excellent interpersonal and communication skills, with the ability to build strong relationships with clients
Certification
- SIE
- Series 6
- Series 7
- Series 63
- Series 65
- Minnesota Insurance Producer
Timeline
Premier Banker
Wells Fargo
06.2024 - Current
Ag/Business Banker
Profinium
07.2023 - 06.2024
Personal Banker
Profinium
06.2022 - 06.2023
Bachelor of Science - Finance
Minnesota State University
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