Experienced banking professional with strengths in relationship management, consumer lending, and needs-based selling. Proven success opening deposit and business accounts, supporting branch operations, and driving cross-sell results.
Overview
11
11
years of professional experience
Work History
Float Banker / Traveling Banker
Elevations Credit Union
Longmont, Colorado
06.2022 - 08.2025
Ranked 6th among approximately 60 bankers for production performance.
Facilitated achievement of sales and member service goals through targeted, needs-based financial conversations.
Suggested consumer lending, credit card, auto loan, HELOC, refinancing, and investment referral solutions.
Opened and maintained consumer and business accounts, including checking, savings, HSA, IRA, LLC, nonprofit, and corporate accounts.
Cultivated strong branch relationships, becoming a go-to resource for sales and production support.
Supported multiple branch locations across Colorado, quickly adapting to diverse teams and operational settings to enhance collaboration.
Demonstrated strong self-management skills while managing multiple tasks across various locations., adaptability, and independent problem-solving while working across multiple locations.
Universal Banker
U.S. Bank
Longmont, Colorado
09.2018 - 09.2021
Consistently achieved goals for credit cards, mortgages, HELOCs, auto loans, refinancing products, and deposit accounts.
Resolved complex customer and account issues, correcting errors and addressing escalated situations to maintain trust and service quality.
Trained and coached new employees on sales techniques and customer service, improving team capabilities and performance.
Presented successful sales strategies and best practices to peers and branch staff.
Provided branch sales and service support as a banker and teller.
Assisted with operational and compliance responsibilities, ensuring adherence to banking regulations and documentation requirements.
Deli Assistant
King Soopers
Longmont, Colorado
04.2016 - 09.2018
Managed daily department operations in a fast-paced retail environment to ensure smooth service.
Oversaw inventory tracking, product rotation, food preparation, stocking, and supply orders to maintain product availability.
Followed food safety rules and quality standards throughout the shift.
Trained new hires on department procedures and customer service expectations.
Assisted with opening, mid-shift, and closing tasks while meeting strict deadlines.
Collaborated with team members to enhance workflow and productivity. to keep operations efficient and customers satisfied.
Sales Associate
Boulder Hyundai
Boulder, Colorado
05.2014 - 09.2015
Sold new and pre-owned vehicles, focusing on customer needs through consultative sales methods.
Presented and demonstrated vehicles to prospective customers, highlighting key features and benefits.
Developed strong communication and relationship skills through consistent direct customer interactions.
Took part in daily sales training, product education, and role-playing exercises.
Colorado Promotional Group
Sales Leader
Longmont, Colorado
07.2014 - 04.2015
Earned promotion to Sales Leader based on individual sales success and leadership abilities.
Achieved exceptional sales performance in a commission-based direct sales environment.
Executed face-to-face prospecting and product demonstrations to drive consumer product sales.
Recruited, trained, and coached team members, enhancing overall sales performance.
Developed expertise in prospecting, closing sales, negotiation, and team development.
Attended company leadership events to share insights and strategies with top-performing sales professionals.
Boulder Chrysler Dodge
Sales Associate
Boulder, Colorado
09.2014 - 01.2015
Employed direct sales methods and outbound prospecting to connect with potential buyers effectively.
Generated vehicle sales through consultations and product demonstrations that addressed customer needs.
Assisted customers during the vehicle purchase process, ensuring a seamless experience and delivering excellent service.