Sean Delise
East Helena,MT
Summary
Client-focused financial services professional with 10+ years of experience in relationship management, lending, banking, insurance, FX trading, sales leadership, and business operations. Proven ability to manage client relationships, support complex account workflows, resolve client needs, maintain accurate records, and coordinate across internal teams in regulated environments. Known for strong communication, attention to detail, operational follow-through, training and leadership experience, and a service-first approach that aligns well with wealth management and investment advisory client support.
Overview
13
13
years of professional experience
Work History
Car Salesman
Lithia Chrysler Jeep Dodge Ram Fiat
01.2026 - Current
- Deliver consultative, needs-based service to customers by explaining vehicle models, features, specifications, financing options, and available protection products.
- Manage the sales process from initial contact through test drive, pricing negotiation, financing coordination, final documentation, and delivery.
- Partner with the finance department to secure competitive financing options and support accurate completion of financial transactions.
- Maintain detailed records of customer interactions, vehicle inventory status, sales activity, and transaction details.
- Conduct vehicle inspections and test drives while addressing customer questions and concerns with professionalism and follow-through.
Business Owner
Elk Ridge Barns, Inc.
08.2024 - 11.2025
- Owned and operated a small construction business focused on shops, decks, and custom building projects, managing both client-facing and back-office operations.
- Handled client consultations, job bidding, scheduling, material purchasing, vendor coordination, bookkeeping, invoicing, and budget management.
- Coordinated material drops, project timelines, and customer expectations to maintain strong service delivery and satisfaction.
- Oversaw company finances, including expense tracking, pricing, cash flow, and project profitability.
- Maintained high levels of customer satisfaction through clear communication, problem resolution, and consistent follow-through.
Business Line Manager
American Express
11.2021 - 08.2024
- Helped pilot and scale the American Express Business Lines of Credit program, supporting growth from one team to four teams.
- Worked with internal and external partners to establish policies, procedures, workflows, and operational standards for a new lending program.
- Managed and coached a team of six employees, driving individual and team performance while consistently meeting goals.
- Supported client and account workflows by coordinating follow-up actions, documentation, process execution, and issue resolution across teams.
- Collaborated with operations, compliance, training, and business partners to support accurate, timely, and compliant service delivery.
- Served on new-hire and training teams, helping onboard employees and improve consistency across a growing department.
FX Trader
American Express
04.2019 - 11.2021
- Managed a book of business trading foreign currency for business clients, providing relationship-based support and product guidance.
- Built and grew client portfolio through warm leads, cold calls, proactive outreach, and consultative conversations.
- Identified opportunities for client growth by understanding business needs and recommending appropriate FX solutions.
- Exceeded goals each year and earned recognition as top FX salesperson in 2020.
- Maintained accurate client, transaction, and sales activity records to support follow-up and portfolio management.
Consultant for Operations and Sales / Part Owner
Stem Spa
08.2017 - 03.2019
- Helped launch a start-up business and contributed to operational, sales, marketing, licensing, and staffing functions.
- Played an essential role in building negotiations and obtaining required licenses to open and operate the business.
- Negotiated with suppliers, helped establish service pricing, and contributed to vendor and cost management decisions.
- Led interviewing, hiring, onboarding, and training for staff members.
- Created and documented policies and procedures for operations and sales to support consistent service delivery.
- Managed day-to-day operations until the staff was fully trained and the business became profitable.
Licensed Insurance and Banking Senior Specialist
USAA
12.2014 - 06.2017
- Produced multiple lines of property and casualty insurance products along with banking products, including checking, savings, credit cards, and auto loans.
- Held licensing to produce auto, home, umbrella, and valuable personal property products in all 50 states.
- Made outbound calls to interested members, using needs-based conversations to recommend products and solutions.
- Conducted upfront underwriting decisions in a fast-paced, regulated environment while maintaining accuracy and compliance.
- Initiated a new training program for bank employees and participated in mentor and new-agent training programs.
- Taught USAA coaching models to aspiring leaders and supported skill development across the department.
Policy Service Representative
USAA
01.2013 - 12.2014
- Handled service calls and complaints related to insurance policies, using strong communication skills to resolve member needs.
- Researched contracts, client profiles, coverages, billing, and policy details to resolve disputes and answer questions accurately.
- Managed cancellation calls by explaining options, addressing concerns, and providing appropriate solutions.
- Trained new employees as part of the Y-cording team, teaching call procedures and best practices for supporting unsettled members.
Education
Bachelor's Degree - Business Management
Grand Canyon University
01-2016
Associate Degree - General Studies
Weber State University
01-2010
Skills
- Salesforce CRM
- Microsoft Excel
- Microsoft Office Suite
- CRM Data Management
- Performance Reporting
- Customer service
- Friendly and enthusiastic
- Negotiations strength
- Competitive
- Team collaboration
- Relationship building
- Customer relationship management
- Documentation and reporting
Timeline
Car Salesman
Lithia Chrysler Jeep Dodge Ram Fiat
01.2026 - Current
Business Owner
Elk Ridge Barns, Inc.
08.2024 - 11.2025
Business Line Manager
American Express
11.2021 - 08.2024
FX Trader
American Express
04.2019 - 11.2021
Consultant for Operations and Sales / Part Owner
Stem Spa
08.2017 - 03.2019
Licensed Insurance and Banking Senior Specialist
USAA
12.2014 - 06.2017
Policy Service Representative
USAA
01.2013 - 12.2014
Associate Degree - General Studies
Weber State University
Bachelor's Degree - Business Management
Grand Canyon University
CORE COMPETENCIES
- Client Relationship Management
- Advisor & Operational Support
- Client Onboarding & Account Maintenance
- Financial Services & Lending
- Banking, Insurance & FX Products
- CRM / Salesforce
- Compliance & Risk Awareness
- Cross-Functional Coordination
- Client Communication
- Training & Team Leadership
- Process Improvement
- Sales & Business Development
- Time Management
- Microsoft Excel & Office