Marlin Nyrehn
Thatcher,UT
Summary
Seasoned Financial Wellness Consultant with a proven track record at KeyBank, enhancing client financial health and educating on fraud prevention. Expert in problem-solving and excellent communication, I've led initiatives that significantly improved client financial success. Skilled in team collaboration and risk management, my career is marked by empowering clients and fostering financial literacy.
Overview
8
8
years of professional experience
Work History
Financial Wellness Consultant
KeyBank
06.2023 - Current
- Empower clients by teaching them how to set achievable goals that aligned with their financial needs and aspirations.
- Improve overall client financial health by providing guidance on fraud tactics and ways to avoid being scammed.
- Establish and maintain partnerships with other line of business associates to help clients succeed financially.
- Teach financial wellness education classes for community workers and members of public.
BRANCH OPERATIONS MANAGER
Wells Fargo
07.2017 - 10.2022
- Establish and maintain relationships with employees as well as business clients and provide assistance with problems they may encounter
- Plan, direct and coordinate the scheduling of shifts and activities of branch staff members
- Recruit staff members and oversee training programs
- Plan, direct, and coordinate risk management programs in branch to control risks and losses
PERSONAL BANKER
Wells Fargo
08.2016 - 07.2017
- Answer customer questions, and explain available services such as deposit accounts, Loans and lines of credit
- Refer customers to appropriate bank partners to meet their financial needs
- Maintained compliance with bank policies and regulations while executing risk management procedures to protect the bank and clients from fraud.
Education
GED -
GED.com
Online09-2019
Skills
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking Abilities
- Excellent Communication
- Organizational Skills
- Team Collaboration
- Self Motivation
- Professionalism
Timeline
Financial Wellness Consultant
KeyBank
06.2023 - Current
BRANCH OPERATIONS MANAGER
Wells Fargo
07.2017 - 10.2022
PERSONAL BANKER
Wells Fargo
08.2016 - 07.2017
GED -
GED.com
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