MCKENZI WASSMER
Springfield
Summary
Highly diligent financial services professional with 4 years of experience across banking and wealth management, including three years in retail banking as a relationship banker and one year as a registered wealth management client associate. Experienced in client relationship management, administrative support, financial operations, and regulated environments. Currently pursuing a transition into accounting or corporate finance and planning to obtain the CPA designation. Seeking opportunities to leverage financial services experience while developing expertise in accounting, financial reporting, analysis, and corporate finance functions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
Columbia Bank
Eugene
05.2025 - Current
- Met with current and prospective clients to conduct needs analyses and recommend appropriate banking solutions
- Identified opportunities and delivered comprehensive client solutions through referrals to Commercial, Wealth, and Treasury Management teams
- Supported branch operations by balancing accounts, managing documentation, and maintaining accurate client records
- Ensured compliance with internal policies and financial regulations
REGISTERED WEALTH MANAGEMENT CLIENT ASSOCIATE
MERRILL LYNCH - COLLIS WEALTH MANAGEMENT GROUP
Eugene
11.2023 - 12.2024
- Identified client needs and delivered tailored financial solutions, leveraging in-depth knowledge of products and services
- Executed trades based on client instructions while adhering to applicable laws and regulations governing securities trading activities
- Cultivated strong client relationships through proactive communication and timely follow-up
- Communicated effectively with internal departments regarding client requests or inquiries related to their brokerage and banking activities
- Processed financial transactions and maintained records related to client accounts and engagement
- Supported financial advisors with administrative and operational tasks, ensuring smooth team operations
- Provided technical support to clients using the company's digital systems and software applications
RELATIONSHIP BANKER
BANK OF AMERICA
Eugene
09.2021 - 11.2023
- Acquired extensive knowledge of banking products, services, digital systems, and policies to better assist clients
- Processed deposits, withdrawals, loan payments, transfers, and check cashing for clients
- Identified and positioned banking solutions and self-service options to enhance clients' financial well-being
- Managed vault operations and oversaw staff in the absence of managers.
- Utilized operational and platform systems with proficiency, managing a variety of administrative tasks in a bustling financial center
RETAIL SUPERVISOR
BARVIEW JETTY STORE
Rockaway Beach
06.2019 - 09.2020
- Greeted customers and answered questions regarding prices, product availability and uses, and returns and exchanges policies
- Proposed process improvements to enhance store operations and customer experience
- Supervised daily operations to ensure efficient store functionality
RETAIL SALES ASSOCIATE
AMERICAN EAGLE OUTFITTERS, INC
Eugene
11.2018 - 08.2020
- Greeted customers, assisted in locating merchandise, and recommended suitable options to enhance shopping experience
- Promoted retail credit card benefits, resulting in increased customer participation
- Used POS system to process sales, returns, online orders, and gift card activations
- Stocked racks, counters, and displays to ensure merchandise availability on sales floor
RETAIL REPRESENTATIVE
TILLAMOOK CREAMERY
Tillamook
06.2016 - 09.2018
- Greeted customers and assisted with product inquiries and selections
- Used POS system to process sales and returns
- Maintained organized, clean store environment to improve customer satisfaction and shopping experience
Education
Bachelor of Science - Economics
University of Oregon
Eugene, OR06.2020
Skills
- Client relationship management
- Regulatory compliance and financial recordkeeping
- Risk assessment and mitigation
- Investment products and financial markets
- Financial services systems and platforms
- Proficiency with Microsoft Office (Excel, Word, Powerpoint), Salesforce, Concur
Certification
• Notary Public for the State of Oregon
• SIE - Securities Industry Essentials Examination - Passed
• Series 7 - General Securities Representative Examination - Passed
• Series 66 - Uniform Combined State Law Examination - Passed
• SIE - Securities Industry Essentials Examination - Passed
• Series 7 - General Securities Representative Examination - Passed
• Series 66 - Uniform Combined State Law Examination - Passed
Timeline
Relationship Banker
Columbia Bank
05.2025 - Current
REGISTERED WEALTH MANAGEMENT CLIENT ASSOCIATE
MERRILL LYNCH - COLLIS WEALTH MANAGEMENT GROUP
11.2023 - 12.2024
RELATIONSHIP BANKER
BANK OF AMERICA
09.2021 - 11.2023
RETAIL SUPERVISOR
BARVIEW JETTY STORE
06.2019 - 09.2020
RETAIL SALES ASSOCIATE
AMERICAN EAGLE OUTFITTERS, INC
11.2018 - 08.2020
RETAIL REPRESENTATIVE
TILLAMOOK CREAMERY
06.2016 - 09.2018
Bachelor of Science - Economics
University of Oregon