Parker Shaw
Jackson
Summary
To be skilled in exceeding goals and company expectations; offering a positive and cooperative attitude towards managers, co-workers and clients.
Overview
8
8
years of professional experience
Work History
Customer Relationship Consultant 4 (Sr. Banker)
U.S. Bank
11.2022 - Current
- Customized training sessions for new hires, equipping them with essential knowledge and tools required for success in their roles as Customer Relationship Consultants.
- Collaborated with cross-functional teams to deliver exceptional customer experiences, resulting in increased referrals.
- Leading Business and Private Wealth partner referrals for the whole western rocky mountain market (WY, UT, ID, MT, NV; over 100 referrals year-to-date)
- Partnered with U.S. Bank Business team, Wealth Management, Private Wealth, and U.S. Bank Mortgage Team
- Serve as the dedicated point of contact, for a select clientele, building a team of partners around each client to address their unique, individual, banking needs.
Private Banker
Bank Of Jackson Hole
09.2021 - 11.2022
- Assist customers with opening and closing accounts, and signing up for new services.
- Establish new accounts for high net worth individuals and service existing accounts to maximize revenue.
- Promote financial products by maintaining excellent service offering knowledge.
- Assist clients with non-banking personal needs ("white glove treatment")
- Work closely with management to strategize sales techniques to increase branch production and customer service.
- Balance cash drawers and vault accounts on daily basis with zero discrepancies.
- Client facing while maintaining relationships and providing services and banking needs via email & phone
- Hired as personal banker; Promoted to Private Bank and Trust & Wealth Partners 2 months in
Bank Teller
Wells Fargo
03.2019 - 09.2021
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets and fraudulent activity.
- Audited fellow teller currency to contribute to dual-control procedures and overall compliance and risk assessment.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills, while maintaining excellent customer service.
- Understanding customer needs, solving problems efficiently/timely, and adding value to each customer interaction.
- Exceeded expectations and continuously grew in areas of opportunity.
Marketing Associate/Insurance Producer
State Farm
11.2017 - 04.2018
- Performed initial client assessment and analysis to begin research process.
- Responded to customer requests via telephone and email.
- Entered details such as payments, account information and call logs into the computer system.
- Daily Telemarketing, 100-150 calls a day; set appointments for Agents, investigated and qualified clients prior to appointments.
- State Farm Bank Training: Certified
- 'Property and Casualty' Training
Sales Consultant
Coast To Coast Imports
11.2016 - 11.2017
- Maintained and organized a customer database of over 1,000 clients nationwide (approx. 51% out-of-state).
- Brought outside business to company, through tools like 'Facebook Marketplace' & other forms of 'Social Media Marketing'.
- Engaged in monthly sales training courses for 'Sales Psychology', Marketing Strategies and NLP (Neuro-Linguistic Programming).
- Monitored competitive markets, in-order to overcome objections and show value of company vs. competitors.
- Met Sales and Marketing goals as directed by Managers.
Education
BBA -
Indiana University - Purdue University
Indianapolis, INSkills
- Good at managing and making quick decisions
- Multitasking
- Effective team player
- Excellent organization & communication skills
- Strong commitment to integrity
- Motivated and ambitious
- Exceeds Expectations
Skills & Accomplishments
- Sales Software [CRM(s)]: Reynolds & Reynolds; DriveCentric; WebXRM (AutoLoop)
- Desktop Publishing Software: Photoshop, Illustrator, HTML
- Microsoft Office: Excel, Word, PowerPoint, Outlook, Publisher
- Engineering Software: AutoDesk Inventor, Auto Cad 2D + 3D, AutoCad Architecture, AutoSketch
- Achieved "Top Sales Award" for 2 consecutive months
- Certified/Licensed in Life, Health and Annuities Insurance in the state of Indiana, as an Insurance Producer
Timeline
Customer Relationship Consultant 4 (Sr. Banker)
U.S. Bank
11.2022 - Current
Private Banker
Bank Of Jackson Hole
09.2021 - 11.2022
Bank Teller
Wells Fargo
03.2019 - 09.2021
Marketing Associate/Insurance Producer
State Farm
11.2017 - 04.2018
Sales Consultant
Coast To Coast Imports
11.2016 - 11.2017
BBA -
Indiana University - Purdue University
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