Results-driven financial services professional with a proven track record in sales quota achievement and customer relationship management. Expertise in credit analysis and portfolio management, consistently exceeding performance goals.
Overview
22
22
years of professional experience
Work History
Financial Services Representative
Mutual First Federal Credit Union
Omaha, NE
01.2015 - 01.2026
Facilitated member account openings and closings, ensuring compliance with credit union policies.
Processed loan applications accurately, enhancing member satisfaction through timely responses.
Provided financial guidance to members, helping them understand product features and benefits.
Resolved member inquiries effectively, improving overall service experience and retention rates.
Mentored junior staff on best practices in customer service and financial product offerings.
Developed training materials for new employees, streamlining onboarding process and knowledge transfer.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Worked well in a team setting, providing support and guidance.
Avg $7 million in funded loan dollars over last 6 years
Highest productive years of my career 2021 $8.7 million and 2022 $11.7 million funded loan dollars
Avg 63% of company's front-line revenue over last 4 years
Senior Personal Banker
USBank
Omaha, NE
03.2010 - 11.2015
Led team in delivering personalized financial solutions to enhance client relationships and satisfaction.
Mentored junior bankers, fostering knowledge transfer and enhancing overall team performance.
Implemented process improvements that streamlined account opening procedures, reducing turnaround time for clients.
Analyzed client financial needs to recommend appropriate banking products and services, boosting cross-selling opportunities.
Developed training materials for new staff, improving onboarding efficiency and ensuring compliance with banking regulations.
Department Manager
Belk Department Store
Montgomery, AL
03.2007 - 08.2009
Led departmental operations to optimize inventory management and improve product availability.
Trained and mentored staff to enhance customer service and sales performance.
Developed strategic merchandising plans to align with seasonal promotions and trends.
Analyzed sales data to identify opportunities for revenue growth and cost reduction.
Managed staffing levels to ensure optimal coverage during peak sales periods and events.
Established team priorities, maintained schedules and monitored performance.
Evaluated employee performance and conveyed constructive feedback to improve skills.
Store Manager
GameStop
Selma, AL
11.2003 - 01.2007
Led team to achieve sales targets through effective staff training and performance management.
Implemented inventory control procedures, reducing discrepancies and improving stock accuracy.
Developed promotional strategies that enhanced customer engagement and increased foot traffic.
Streamlined operational processes, resulting in improved efficiency and reduced overhead costs.
Monitored employee performance and provided coaching to foster a high-performance culture.
Analyzed sales data to identify trends, informing strategic decisions for product placements.
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
Financial Services Representative at World Finance Company of South Carolina, LLCFinancial Services Representative at World Finance Company of South Carolina, LLC