Benjamin Kaus

I want to learn about the world of personal finance through firsthand experience and mentorship. As well as working with clients to increase their financial and overall well-being. I would be good for a financial planner role because I am passionate about helping people in different stages of life through the multitude of investment vehicles.

Associate Banker - BMO Bank - Brookfield, WI

(2024-09)

• Greet 20-30 customers a day and help them with any financial needs as well as uncover ways to better their financial well-being
• Listen in on conversations between bankers/financial advisors and customers to better insight of the job at hand
• Communicate with our team on new directives and procedures to improve everybody's understanding of our products and services

Teller - Associated Bank - Hales Corners, WI

(2024-06 - 2024-08)

• Assisted customers in a variety of transactions and identified unknown needs of customers to ensure satisfaction
• Scheduled appointments to ensure customers found the best solution to their needs
• Serviced the vault, coin machines, and ATMs so that the bank ran smoothly for customers

ID Checker/Bar-back - The Nitty Gritty - Madison, WI

(2023-02 - 2024-03)

• Oversee over 400 customers each night to ensure everyone has a safe and enjoyable experience
• Assist front and back of the house to ensure that all the necessary supplies were readily available
• Provide a minimum of 25 hours of attentive service each week

Host - Hot House - Menomonee Falls, WI

(2020-05 - 2022-08)

• Courteously welcomed guests and assisted them with seating and menus
• Supported servers in order to ensure timely fulfillment of requests and manage to-go orders

MBA - Finance - Concordia University of Wisconsin (2027-05)

Bachelor - Personal Finance (Financial PLANNING) - University of Wisconsin-Madison (2025-05)