Tanner Rogers

Detail-oriented financial services professional with experience providing remote operational support, client service, and administrative expertise within the wealth management industry. Skilled at supporting multiple Financial Advisors, managing complex client requests, processing financial transactions, and maintaining compliance with regulatory and firm standards. Recognized for strong organizational skills, analytical problem-solving, and the ability to build trusted client relationships in fast-paced, deadline-driven environments.

Former collegiate athlete with a proven work ethic, adaptability, and commitment to delivering exceptional service and operational excellence.

Tailored Branch Support Specialist II at Edward Jones (2026-05 – Present)

• Supported multiple Financial Advisors by managing daily branch operations, client requests, and administrative workflows.
• Processed trades, account openings, transfers, maintenance, and investment transactions while ensuring accuracy and regulatory compliance.
• Delivered exceptional client service by resolving complex inquiries through phone and written communication.
• Coordinated advisor calendars, prepared client appointments, and optimized schedules to maximize productivity.
• Collaborated across departments to improve operational efficiency and deliver seamless support to branch teams.

UNIVERSAL BANKER II at Collegiate Peaks Bank (2023-08 – 2026-05)

Tested out successfully to become a Universal Banker II in January of 2026

• Deliver outstanding customer service through daily client interactions, ensuring accuracy, compliance, and efficiency.
• Open and maintain personal, business, and certificate of deposit accounts, assisting clients with treasury-related services and account management.
• Process a wide range of teller transactions, including deposits, withdrawals, and internal transfers with precision.
• Handle account ownership changes, debit card orders, and account maintenance requests with attention to detail.
• Order and manage branch cash flow through the Federal Reserve system.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Collaborate with internal teams to identify opportunities for improved client service and operational efficiency

High School Diploma – Windsor High School (2015-08 – 2019-05)

Some College – Dakota College At Bottineau (2019-08 – 2020-01)

Some College – Aims Community College (2020-01 – 2020-08)

Some College – Metropolitan State University of Denver (2021-06 – 2021-08)