Summary
Overview
Work History
Education
Skills
Timeline
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Cayden Phillips

Omaha

Summary

Experienced banker and leader in the Omaha market with a strong focus on understanding client needs. Collaborates closely with relationship and private client bankers to provide exceptional customer experiences and connect customers with the right individuals. Proactive sales expertise and ability to guide clients in making informed decisions.

Overview

4
4
years of professional experience

Work History

Assistant Branch Manager/Branch Operations Lead

JPMorgan Chase Bank
05.2023 - Current
  • Monitored branch financial performance by analyzing monthly reports.
  • Conducted team-building activities, strengthening interdepartmental relationships.
  • Streamlined branch operations by optimizing workflow processes.
  • Improved service delivery with targeted training programs.
  • Work closely with branch manager to fulfill team goals and expectations.

Personal Banker

Wells Fargo Bank
01.2022 - 05.2023
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Bank Teller

Centris Federal Credit Union
07.2021 - 01.2022

Handled client transactions daily, including deposits, withdrawals, money transfers, loan payments, and selling cashier's checks.

Education

BS - Criminal Justice & Business Admin

University of Nebraska at Omaha
Omaha, NE

Skills

  • Proactive Sales
  • Customer Experience
  • Planning & Advising
  • Communication
  • Problem-solving

Timeline

Assistant Branch Manager/Branch Operations Lead

JPMorgan Chase Bank
05.2023 - Current

Personal Banker

Wells Fargo Bank
01.2022 - 05.2023

Bank Teller

Centris Federal Credit Union
07.2021 - 01.2022

BS - Criminal Justice & Business Admin

University of Nebraska at Omaha
Cayden Phillips