Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Samuel Pulliam

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
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
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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Samuel Pulliam