Summary
Overview
Work History
Education
Skills
Hobbies
Additional Information
Timeline
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Payton Warden

West Valley City,UT

Summary

Dynamic business leader in Perceptual Team Development and relationship management with a proven track record at U First Credit Union, enhancing client relationships, while boosting sales and engagement. Skilled in conflict resolution and market research, led teams to achieve company-wide recognition for service excellence and significantly improved process efficiency. Skilled in CRM and fostering team growth through inclusivity. Consistent success in meeting key metrics, reaching client satisfaction and fostering team growth and collaboration.

"Perceptual Team Development" is a leadership approach that values and integrates diverse perspectives, fostering understanding, empathy, and collaboration within teams. It focuses on creating an inclusive and adaptive environment where individual insights drive innovation, and collective success.

Overview

11
11
years of professional experience

Work History

Account Manager & Relationship Development

U First Credit Union
02.2022 - 12.2024
  • Foster lasting relationships through effective communication resulting in long-term loyalty and expanded client base.
  • Curated marketing templates and informational material that has been utilized for new employee training and development.
  • Developed strategies and campaigns, increasing member engagement and referrals by 7%.
  • Increased loan applications and deposit products/profits by 4-6% while upholding quarterly conversion rates of at least 83%.
  • Marketed department by directing a video-add showcasing our dept goal and mission.

Account Manager and Relationship Representative

Maggie Sottero Wedding Designs
05.2019 - 12.2021
  • Managed over 90 bridal shops in wholesale business model, developed tracking system to improve process, efficiency, and production.
  • Led collection efforts during economic impact of covid. Bridal shops were heavily impacted by covid, however, obtained success by negotiating repayment strategies that reduced overdue accounts by more than 50%.
  • Improved repeat business and client satisfaction through timely follow ups and personalized engagement by developing new knowledge of bridal/designer industry culture and terminology.
  • Developed and maintained strong working relationships with professionals within assigned territory.

Leadership Management

America Frist Credit Union
02.2014 - 12.2019
  • Increased team productivity by 10% by implementing new workflow process. Boosted moral with ongoing efforts to advance team and highlight talents and progress.
  • Reduced dissatisfactory by conducting anonymous surveys and comment jars about training and leadership styles, which in turn improved member surveys by 5%. This system positively reinforced employees that was then echoed back to members throughout engagements and interactions.
  • Obtained certification for product knowledge, terminology, and crucial conversations.
  • Advanced new tellers into leadership roles or advancement opportunities throughout career.

Education

Some College (No Degree) - Theatre With Emphasis in Dance And Psychology

Western Wyoming Community College
Rock Springs, WY

Some College (No Degree) - Biology And Agriculture

Granite Technical Institue
Salt Lake City

License Certification - Cosmetology And Business

Taylor Andrews Academy of Hair
West Jordan, UT
01-2019

Skills

  • Team Building and Mentorship
  • Inspiring and Motivating Teams
  • Cross-functional Collaboration
  • Emotional Intelligence
  • Onboarding and skills training
  • Adaptive Training for Diverse Learning Styles
  • Client Relationship Management(CRM)
  • Account development
  • Converting leads
  • Multi-Channel Communication(Phone, email, chat video)
  • Service Metrics and Quality Assurance

Hobbies

I have always loved anything to do with art and exploring creativity. I love dancing, writing slam poetry and have always enjoyed learning about pseudoscience and philosophy. 

One of my greatest passions though is volunteering my time. I have always loved offering up my time for events and charities; I am a seasoned food bank volunteer and enjoy finding any opportunities where I can lend my time and hand. 

Additional Information

Blake Terry: 801-821-3190

Shane Charles: 435-668-5246

Colby Lambourne: 801-755-3005

Timeline

Account Manager & Relationship Development

U First Credit Union
02.2022 - 12.2024

Account Manager and Relationship Representative

Maggie Sottero Wedding Designs
05.2019 - 12.2021

Leadership Management

America Frist Credit Union
02.2014 - 12.2019

Some College (No Degree) - Theatre With Emphasis in Dance And Psychology

Western Wyoming Community College

Some College (No Degree) - Biology And Agriculture

Granite Technical Institue

License Certification - Cosmetology And Business

Taylor Andrews Academy of Hair
Payton Warden