Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lauren Bushman

Santa Rosa,CA

Summary

Eighteen years of banking experience that embraced developing new and existing financial relationships. As a team member I have collaborated with internal partnerships to ensure my clients needs were always met. I implemented sales and marketing strategies to achieve target goals. I’ve complied with all mandatory compliance training and embrace the risk management of the financial institution and my fellow teammates. I believe that client connection and outreach harvest a true long lasting and healthy relationship. I resolve problems or challenges in a professional and timely manner. I’ve been fortunate enough to lead special projects such as client appreciation marketing functions. Crossing selling appropriately is a strength of mine when appropriate for the clients growth and needs. Community and volunteer service is imperative to my own growth and that of a local financial institution. I believe in team building and support as it makes a complete full circle of success.

Overview

18
18
years of professional experience

Work History

Preferred Banker

First Republic Bank
Santa Rosa, California
08.2006 - 07.2024
  • Provided customer service to bank clients, answering inquiries and resolving complaints.
  • Developed financial plans for customers based on their individual needs.
  • Advised customers on various banking products and services such as loans, investments, and credit cards.

Education

High School Diploma -

Cuesta College
San Luis Obispo, CA

High School Diploma -

Santa Rosa Junior College
Santa Rosa, CA

Skills

  • Customer Service
  • Cross-Selling and Partner Referrals
  • Product Promotion
  • Consumer Banking

Timeline

Preferred Banker

First Republic Bank
08.2006 - 07.2024

High School Diploma -

Cuesta College

High School Diploma -

Santa Rosa Junior College
Lauren Bushman