SHAWN BRUNKHORST
Oklahoma City,OK
Summary
Results-driven professional with extensive experience in account management and financial product knowledge. Demonstrated success in leading teams to exceed sales goals while fostering strong customer relationships and ensuring compliance with banking standards. Flexible hard worker ready to learn and contribute to team success. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.
Overview
28
28
years of professional experience
Work History
Personal Banker
City National Bank
Oklahoma City, OK
06.2024 - 06.2025
- Successfully completed the 90-day Personal Banker Training Checklist, including all assigned learning modules, and skill assessments.
- Developed and expanded customer growth through daily prospecting and follow-up activities, meeting a minimum of 70% of checking goals in the first two full months.
- Provided WOW customer experiences in all interactions, maintaining standard operating procedures, and compliance with all bank policies.
- Effectively cross-sold and marketed bank products and services to customers and prospects.
- Protected customer confidentiality and privacy while practicing branch security procedures.
- Participated in daily branch operations, gaining proficiency in various areas of personal banking.
- Actively logged customer interactions and follow-ups into Synapsys, with detailed notes.
- Embodied CNB’s values by prioritizing integrity, fostering teamwork, and creating WOW moments for customers and colleagues.
- Assisted clients with account openings and service inquiries.
- Educated customers on product features and benefits of banking services.
- Collaborated with team members to enhance customer service delivery.
- Resolved client issues by providing timely support and solutions.
- Maintained up-to-date knowledge of banking regulations and procedures.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
SUPERVISOR
Quest Diagnostics
Oklahoma City, OK
05.2021 - 03.2023
- Manage and coach to excellence a team of 12-15 agents who consistently held a Top 3 position in the company.
- Mentor, motivate, and train team on the ever-changing skills needed to maintain great performance and customer satisfaction, while maintaining a sales like environment.
- Handled escalated customer accounts to increase customer satisfaction.
- Prepared Sales training, work schedules along with ensuring all policies and procedures where trained and followed by new and current employees.
OWNER/LICENSED APPRAISER
At Your Service Appraisals
Oklahoma City, OK
05.2005 - 10.2021
- Completed residential appraisals according to Federal and USPAP guidelines.
- Kept up public relations and marketing strategies of business and sales while maintaining a superior customer base.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
- Utilized data regarding nearby properties to help determine value on property being appraised.
- Stayed current with different lender standards and documentation requirements.
MANAGER
Audio Plus Custom Care and Audio
Oklahoma City, OK
08.2003 - 04.2005
- Collaborated with staff to maximize customer satisfaction, streamline procedures, and improve bottom-line profitability.
- Facilitated exceptional sales and performance results by focusing on continuous improvement approaches and capitalizing on emerging market opportunities.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Evaluated store performance by receiving, analyzing, and incorporating feedback from store inspections to implement action plans for improvements.
REGIONAL SALES MANAGER
Washington Mutual Finance
Memphis, TN
01.1997 - 04.2003
- Responsible for managing and overseeing all aspects of business in 62 branches, with 460 employees throughout 5 states.
- Held 97% of 20% @ growth year over year in total contracts purchased out of the 62 branches currently managing.
- Assisted in training and development of employees in effective sales finance programs and real estate sales production.
- Processed purchasing strategies and excelled in sales programs while configuring payment plans to meet the customers' needs.
- Responsible for maintaining delinquency control in all aspects from collection calls, bankruptcies, small claims, and field visits.
- Held 9 top manager Awards, 9 Top Dog Sales Awards, 4 employee of the month Awards and awarded twice for the Highest Record Sales Day in the company history.
Education
Business Management -
University of Central Oklahoma
Oklahoma CityBusiness Management -
Oklahoma City Community College
Oklahoma CitySkills
- Customer relationship management
- Cross-selling techniques
- Banking regulations
- Account management
- Financial product knowledge
- Team collaboration
- Performance metrics analysis
- Effective communication
- Coaching and mentoring
- Relationship building and management
- Branch operations
- Client relationship management
- Ability to work with minimal direction
- Works well under pressure
- Dedicated
- Motivated
- Great team motivator
- Leads by example
- Works well with people from all backgrounds
Timeline
Personal Banker
City National Bank
06.2024 - 06.2025
SUPERVISOR
Quest Diagnostics
05.2021 - 03.2023
OWNER/LICENSED APPRAISER
At Your Service Appraisals
05.2005 - 10.2021
MANAGER
Audio Plus Custom Care and Audio
08.2003 - 04.2005
REGIONAL SALES MANAGER
Washington Mutual Finance
01.1997 - 04.2003
Business Management -
University of Central Oklahoma
Business Management -
Oklahoma City Community College
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