Samuel Pulliam
Idaho Falls,United States
Summary
Highly organized professional with proven track record in coordinating complex tasks and ensuring seamless operations. Adept at managing schedules, resources, and stakeholders to achieve project goals effectively. Renowned for fostering teamwork and adapting to dynamic environments, making significant contributions to organizational success.
Overview
10
10
years of professional experience
Work History
Commercial Loan Officer
Citizens Community Bank
06.2023 - Current
- Commercial loan portfolio management
- Establishing and maintaining business lending relationships and servicing existing and recurring needs
- Increased client satisfaction by promptly addressing inquiries and providing personalized financial solutions.
Private Client Banker
Key Bank
Idaho Falls, ID
04.2019 - 06.2023
- Focused on high-net-worth clients and fine-tuning products and services to meet their needs
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts
- Delivered public speaches and presentations to groups of more than 100 people
Licensed Banker
Wells Fargo
Idaho Falls, ID
08.2015 - 03.2019
- Specialized in account and relationship management
- Actively participated in community events as a representative of the bank, fostering strong relationships with local businesses and organizations.
- Maintained open lines of communication with supervisors regarding branch activities, providing regular updates on performance metrics and client feedback.
Education
Harvard Business School
Bachelor of Arts - Multidisciplinary Studies
Boise State University
12.2021
Associate of Arts -
Brigham Young University
06-2016
Skills
- Client relations
- Applicant interviewing
- Portfolio development
- Customer relationship management
- Microsoft office
- Conflict resolution
- Relationship building
Accomplishments
- Achieved Business Development Goals by increasing book of business by $10MM in 2 years
- Built strong client relationships and managed $30MM in book of business while ensuring compliance and managing risk effectively
Languages
Spanish
Limited Working
Ukrainian
Professional Working
Russian
Professional Working
Timeline
Commercial Loan Officer
Citizens Community Bank
06.2023 - Current
Private Client Banker
Key Bank
04.2019 - 06.2023
Licensed Banker
Wells Fargo
08.2015 - 03.2019
Harvard Business School
Bachelor of Arts - Multidisciplinary Studies
Boise State University
Associate of Arts -
Brigham Young University
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