Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cayden Phillips

Papillion

Summary

Dynamic sales specialist skilled in relationship building and customer care. Proven ability to enhance client satisfaction and drive upselling opportunities, resulting in significant sales growth.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Sales Specialist

American Family Insurance
Papillion, NE
01.2026 - Current
  • Assisted clients in understanding insurance products and coverage options.
  • Processed policy applications and renewals efficiently to enhance customer satisfaction.
  • Conducted market research to identify customer needs and preferences for tailored solutions.
  • Collaborated with team members to develop strategies for increasing client engagement.

Branch Operations Lead

JPMorgan Chase Bank
Papillion, NE
05.2023 - 01.2026
  • Led daily operations to optimize workflow and improve team efficiency.
  • Coordinated cross-functional teams to enhance project execution and communication.
  • Implemented process improvements that reduced operational downtime and increased productivity.
  • Analyzed operational data to identify trends and recommend strategic adjustments.

Personal Banker

Wells Fargo Bank
Omaha, NE
01.2022 - 05.2023
  • Assisted clients in account management and financial product selection to enhance customer satisfaction.
  • Processed loan applications and conducted credit assessments to ensure compliance with policies.
  • Educated customers on banking services, fostering informed decision-making regarding their finances.
  • Collaborated with team members to streamline workflows, improving operational efficiency in branch activities.

Bank Teller

Centris Federal Credit Union
Bellevue, NE
07.2021 - 01.2022
  • Processed customer transactions efficiently and accurately, ensuring minimal wait times.
  • Maintained up-to-date knowledge of banking products, enhancing customer service interactions.
  • Assisted customers with account inquiries, providing clear and informative responses.
  • Balanced cash drawers daily, ensuring accuracy in financial reporting.

Education

Bachelor of Science - Criminal Justice

University of Nebraska At Omaha
Omaha, NE
12-2025

Skills

  • Relationship building
  • Client relations
  • Customer service and care
  • Upselling and cross selling
  • Sales expertise

Certification

-Nebraska Life & Health Insurance License

-Nebraska Property & Casualty Insurance License

-Securities Industries Exam

Timeline

Sales Specialist

American Family Insurance
01.2026 - Current

Branch Operations Lead

JPMorgan Chase Bank
05.2023 - 01.2026

Personal Banker

Wells Fargo Bank
01.2022 - 05.2023

Bank Teller

Centris Federal Credit Union
07.2021 - 01.2022

Bachelor of Science - Criminal Justice

University of Nebraska At Omaha
Cayden Phillips