Highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Relationship Banker II
Regions Bank
St Louis
11.2025 - Current
Assisted clients with account inquiries and provided accurate information.
Managed thousands of dollars in the cash drawer, and balanced daily transactions to ensure accuracy.
Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Client Relationship Consulant
US Bankcorp
St Louis
08.2024 - 08.2025
Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
Delivered exceptional service to customers in person or over telephone.
Maintained thousands of dollars in cash drawer accuracy through diligent counting and reconciliation.
Mortgage Loan Officer
Veterans United Home Loans
Earth City
08.2022 - 01.2024
Conducted over 100 interviews daily with prospective clients to gather information regarding loan applications.
Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
Monitored a pipeline of over 100 customer accounts throughout the life cycle of each loan transaction.
Insurance Sales Agent
Das Insurance Services
St Louis
06.2021 - 05.2022
Managed a portfolio of about 50 clients, providing personalized insurance solutions based on individual needs.
Followed up with clients regularly to ensure satisfaction with services provided.
Developed referral networks with other professionals, resulting in increased business opportunities.
Account and Office Manager
State Farm
St Louis
09.2016 - 06.2021
Developed strategies to improve client satisfaction and service delivery standards.
Managed a pipeline of over 1,000 client accounts, and maintained strong customer relationships.
Trained new employees on operational procedures and company practices.
Processed payments received from clients promptly according to established procedures.
Developed social media marketing strategies to help brand company and increase sales.
Assisted with social media marketing activities such as creating posts or responding to customer inquiries.