Experienced banking leader with a strong record of coaching teams, improving processes, and supporting customer service excellence. Known for collaboration, clear communication, and attention to detail.
Work History
Team Lead, Associate VP
17 Years 11 Months
U.S. Bank | 11.2008 - Current
Reviewed reports and performance trends to identify process improvement opportunities.
Trained new team members by relaying information on company procedures and safety requirements.
Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
Coached team members in techniques necessary to complete job tasks.
Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
Private Wealth Banking Specialist
8 Years 10 Months
U.S. Bank | 01.2010 - 11.2018
Reviewed account documentation and verified information for new and existing clients.
Resolved customer inquiries regarding accounts, transactions, and online banking services.
Processed deposits, withdrawals, transfers, and loan payments with accuracy and compliance.
Assisted with opening, maintaining, and closing deposit accounts and related records.
Applied bank policies and regulatory guidelines to reduce errors and risk exposure.
Supported branch operations by balancing cash drawers and reconciling daily activity.
Trained staff on banking procedures, system usage, and customer service standards.
Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
Increased customer satisfaction by providing personalized banking solutions and exceptional service.
Presented products and services to customers using in-depth knowledge to answer questions.
Helped customers prepare documents required to complete transactions and process requests.
Investigated and resolved account issues by offering applicable options to customers.
Implemented effective fraud detection measures that significantly reduced instances of financial crime within the institution.
Counted currency, coins and checks in cash drawer, night depository and ATM.
Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
Opened new accounts and made changes to existing accounts.
Processed a wide variety of retail banking transactions for personal and commercial customers.
Wrote and distributed customer correspondence.
Executed wire transfers, stop payments and account transfers.
Counted, verified and handled bank deposits and armored car transactions.
Received loan and utility payments, sending funds to correct destinations.
Monitored and verified suspicious activity on customer accounts.
Referred customers to other banking departments for specialized services.
Established rapport with new clients to increase satisfaction and loyalty.
Trained new hires on customer service policies and procedures.
Assisted customers with banking needs and inquiries.
Maintained friendly and professional customer interactions.
Educated customers on online banking and mobile banking applications.
Receptionist/Teller
1 Year 11 Months
U.S. Bank | 02.2008 - 01.2010
Greeted visitors, verified appointments, and directed clients to appropriate banking staff.
Maintained reception area, ensuring professional appearance and organized client-facing materials.
Coordinated meeting schedules, conference room bookings, and calendar updates for branch personnel.
Processed incoming mail, deliveries, and interoffice documents with accuracy and discretion.
Monitored lobby traffic and followed security procedures for visitor check-in and access control.
Trained new reception staff on call handling, scheduling workflows, and customer service standards.
New Student Orientation Coordinator
2 Years 11 Months
Minneapolis College | 01.2005 - 12.2007
Delivered clear orientation information to students and families, supporting smooth transition to college processes.
Facilitated orientation sessions and presentations, reinforcing academic expectations, resources, and next steps.
Collaborated with advising, admissions, and financial aid teams to resolve student questions efficiently.
Promoted campus involvement by connecting new students with appropriate clubs, organizations, and leadership opportunities based on their interests.
Served as a key liaison between the university and incoming students'' families, providing timely communication and addressing any concerns throughout the orientation process.
Created a welcoming atmosphere by encouraging open dialogue among participants about their experiences transitioning into college life.
Provided personalized guidance to incoming students regarding academic planning, time management techniques, and study skills development.
Education
Associate of Science - Business Management
Minneapolis Community & Technical College | Minneapolis, MN | 12-2007
Skills
Customer focus
Teamwork and collaboration
Process improvement
Coaching
Conflict resolution
Attention to detail
Timeline
Private Wealth Banking Specialist
U.S. Bank
01.2010 - 11.2018Read More
Team Lead, Associate VP
U.S. Bank
11.2008 - CurrentRead More
Receptionist/Teller
U.S. Bank
02.2008 - 01.2010Read More
New Student Orientation Coordinator
Minneapolis College
01.2005 - 12.2007Read More
Minneapolis Community & Technical College
Associate of Science from Business Management
Read More
JP Fellowship
A selective cohort-based leadership program to advance solutions that support economic mobility, public policy, and two-generation programming for single mothers and their children experiencing poverty. A yearlong project involving seminar participation and training focused on leadership development, economic mobility, public policy, and two-generation programming under the guidance of expert facilitators.
JP Fellowship
Media training and engagement
Meetings/discussions with local and national legislators
Event planning/hosting during annual program summit
Year long project practicum to enhance future alumni network and program development
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