Liza Boyle
Englewood,CO
Summary
Proven leader in wealth management at US Bank, adept in client relationship management and business transformative solutions. Excelled in enhancing portfolio growth and customer satisfaction through strategic sales execution and innovative financial counseling. Skilled in team management and persuasive communications, consistently surpassing sales targets and achieving operational excellence.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Wealth Management Relationship Manager
US Bank
Englewood, USA
08.2016 - Current
- Generate annual portfolio revenue and acquired new accounts on a monthly basis through delivering customized financial solutions based on client's unique goals and requirements
- Expand portfolio through leveraging new business development and opportunities
- Manage a portfolio of over 11,000 Wealth Management client accounts, maintain a retention rate, and increased customer satisfaction by ensuring operational excellence, delivering excellent customer service, and identifying new business opportunities
- Leverage strong financial expertise and client-centric solutions to build and maintain strong, long-term relationships with clients
- Investigate, analyze, and resolve inquires and concerns, including account maintenance, service request, status, and credit decisions
- Serve as a subject matter expert and trusted advisor in assessing and attending to clients' banking needs, processing client and account information, educating clients on the latest products and services, closing transactions, and preparing proper documentation
- Assume full responsibility for maximizing overall growth, retention, and profitability of portfolio through financial counseling and advice to key clients, cross-selling commercial loans, credit exposure, asset management, deposits and other US Bank's services
- Identify and prioritize critical client financial issues and advocate solutions to achieve clients' financial aspirations and goals
- Utilize broad knowledge in wealth management solutions to anticipate future consequences and trends accurately, optimize client relationships, provide pertinent financial advice, and maximize cross-selling opportunities to market bank's products and service
- Monitor clients' portfolios on a regular basis to assess additional business opportunities and revenue growth potential
- Leverage US Bank's channels, network, and brand to pursue business development activities and provide the full suite of wealth management
- Build customized portfolio proposals for clients through allocation of client funds into products across debt, equity, and other asset classes
- Ensure strict compliance with US Bank's internal control standards, which include areas of risk and regulatory compliance
Sales | Service Coordinator
US Bank
Denver, USA
01.2013 - 01.2016
- Company Overview: Denver Central District
- Increased sales growth through implementing successful sales and service campaigns in collaboration with business partners and key stakeholders
- Participated in marketing and promotional activities for continuous customer acquisition and retention
- Provided US Bank's customers and prospects with a consistent, efficient, and quality banking experience
- Enhanced productivity and performance through the recruitment, hiring, and training of qualified talent in accordance with the district and company standards
- Handpicked to become the first Sales and Service Coordinator for the Denver Central District in 2015, identifying new opportunities and implementing groundbreaking efforts to surpass sales targets in collaboration with stakeholders and cross-functional teams
- Reached profit, performance, and customer service goals through effective leadership
- Fostered and deepened customer relationships by providing regular market information updates and trend analysis on local and international financial products
- Met branch performance standards and attained sales success by mentoring bankers and tellers
- Entrusted to manage branch operations in the absence of managers, leading the team on their behalf and ensuring smooth operational workflow
- Denver Central District
Branch Manager
US Bank
Thousand Oaks/Broomfield, USA
01.2010 - 01.2013
- Drove a team of 13 tellers and bankers to become the highest ranking branch within the district for three consecutive months
- Amplified customer service scores for the assigned branches via effective recruitment, training, and supervision of team members for each individual branch
- Conducted weekly coaching sessions, meetings, and engagements to ensure proactive communication
- Directed and supervised branch operations to ensure smooth and efficient workflow focused on improving productivity, streamlining branch activities, maximizing results and achieving peak performance levels, ensuring satisfaction, and encouraging excellence
- Assisted with the start-up, development, and growth of new branches and performed other related responsibilities, as necessary
- Ensured branch operational integrity through ensuring strict compliance in all branch policies, procedures, and best practices
Co-Manager
US Bank
Oxnard/Thousand Oaks, USA
01.2009 - 01.2010
Senior Banker
US Bank
Colorado Springs/Lone Tree, USA
01.2003 - 01.2008
Skills
- Resourcefulness
- Decision Making
- Issue Resolution
- Project Management
- Persuasive Communications
- Sales Development & Execution
- Team Management
- Business Transformative Solutions
- Sales Pipeline Management
- Technology Innovation
- Key Stakeholder Engagements
- Client Relationship Management
- Analytical problem solving
- Client engagement
- Customer relationship management
- Relationship building
- Excellent communication
- Attention to detail
- Relationship management
Certification
- A2E Business Fundamentals, 01/01/22, McKinsey & Company
- Business Strategy, 01/01/22, McKinsey & Company
- Management Accelerator Program, 01/01/22, McKinsey & Company
- Problem Solving, 01/01/22, McKinsey & Company
- Project Manager Bootcamp, 2/06/25, US Bank
Accomplishments
- Sales Success, Received multiple recognition for continuously surpassing expectations, which includes the 2011 U.S. Bank Top Performing Branch in Customer experience scores Q1 & Q2. Served an integral role in winning the Richard K Davis Chapter of the Year with Asian Heritage Virtual BRG in 2019.
- Service Excellence, Acknowledged for thriving as a U.S. Bank Annual Star of Excellence in 2008, 2006, and 2005 (Part of the Top 5% of Bankers Company-wide). Achieved U.S. Bank Quarterly Pinnacle Awards Q1 in 2013 and 2015 (Top 10% in quarter over quarter revenue growth in 2013).
Volunteer Experience
- Vice President | Communication Officer, Connect Director of Asian Heritage BRG, 01/01/18, Present
- NAAAP Cohort Participant, B-Spoke Leadership Program, 01/01/21
Languages
- Korean
- English
Languages
Korean
Native/ Bilingual
Affiliations
- Virtual Asian Heritage BRG - Communication Officer, 2019-2020
- 2020 Richard Davis BRG Chapter of the Year - Virtual Asian Heritage BRG
- Virtual Asian Heritage BRG - Vice President, 2020-2021
- Global Asian & Pacific Islander BRG - Connect Director, 2021-2024
- Global Asian & Pacific Islander BRG - Share Director, 2024-Present
Timeline
Wealth Management Relationship Manager
US Bank
08.2016 - Current
Sales | Service Coordinator
US Bank
01.2013 - 01.2016
Branch Manager
US Bank
01.2010 - 01.2013
Co-Manager
US Bank
01.2009 - 01.2010
Senior Banker
US Bank
01.2003 - 01.2008
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