Personal Banker at Midwest BankCentre (2026-03 – Present)
- Manage client relationships and financial portfolios, including high-value accounts exceeding $500K in assets.
- Conduct in-depth financial needs assessments and recommend banking, lending, and credit solutions.
- Strengthening long-term client relationships through consultative conversations and proactive service.
- Maintain strict regulatory and compliance standards while consistently achieving sales and service targets.
Personal Banker at Simmons Bank (2025-04 – 2026-01)
- Manage client relationships and financial portfolios, including high-value accounts exceeding $500K in assets.
- Conduct in-depth financial needs assessments and recommend banking, lending, and credit solutions.
- Strengthening long-term client relationships through consultative conversations and proactive service.
- Maintain strict regulatory and compliance standards while consistently achieving sales and service targets.
Client Relationship Consultant / Personal Banker at U.S. Bank (2023-05 – 2025-03)
- Manage client relationships and financial portfolios, including high-value accounts exceeding $500K in assets.
- Conduct in-depth financial needs assessments and recommend banking, lending, and credit solutions.
- Strengthen long-term client relationships through consultative conversations and proactive service.
- Maintain strict regulatory and compliance standards while consistently achieving sales and service targets.
Licensed Insurance Agent at UnitedHealthcare (2021-06 – 2023-05)
- Performed needs-based analysis to recommend health insurance solutions aligned with client goals.
- Handled high-volume inbound and outbound calls while maintaining strong customer satisfaction metrics.
- Consistently met or exceeded enrollment and sales performance targets.
Sales Representative at Endurance (2020-09 – 2021-06)
- Consulted customers on vehicle protection plans using value-based sales strategies.
- Improved close rates through tailored recommendations and effective objection handling.
Sales Representative at AT&T (2018-10 – 2020-08)
- Managed consumer and small business accounts with focus on retention, upselling, and account growth.
- Trained new employees on sales processes, product knowledge, and customer service standards.
