Candidate Information Name Available: Register for Free Title Personal Banker Management Specialist Target Location US-MN-Minneapolis Email Available with paid plan Phone Available with paid plan	20,000+ Fresh Resumes Monthly     View Phone Numbers     Receive Resume E-mail Alerts     Post Jobs Free     Link your Free Jobs Page     ... and much more Register on Jobvertise Free
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Candidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLE  https://LINKEDIN LINK AVAILABLESome of my best skills are: the ability to adapt quickly to change, the possession of strong problem solving skills, the demonstration of excellent communication skills, the ability to work well with both internal and external clients, the determination to obtain answers to questions asked, and self-motivated to undertake new tasks.EXPERIENCEMARCH 2022-PRESENTWealth Portfolio Management Specialist, Bremer BankAs a portfolio manager, I serve as a liaison between investments, operations, and wealth advisors, while monitoring client accounts and trade profiles, running performance and risk reports, and collaborating with Bremer employees across other service areas.APRIL 2021-MARCH 2022Corp trust product operations escrow, us bankProcessing transactions in accordance with the Trust Document. Maintaining accounts, working with relationship managers, and servicing high net worth clients.MARCH 2017  APRIL 2021Wealth Management Associate  US BancorpSupported one of the top Investment Advisors at US Bancorp. I prepped for meetings, processed paperwork, helped maintain the book of business, inputted client information for financial plans through our Salesforce software, handled client questions, and supported the client and advisor in anything they needed.October 2014  March 2017Personal Banker  US BankAs one of the top bankers in MN I mad it my responsibility to put the client first. I would work with client on opening accounts, applying for credit cards and loans, worked with underwriters to get loans approved, and researched clients questions.June 2000  October 2014Personal Banker/Bank Operations  Bremer BankOver my time at Bremer I worked in document filing, loan data entry and uploading, loan operations, and sales. I have a broad knowledge of loan processing and underwriting. I would work with Loan Approvers on stressed credit during the 2008 mortgage crises. I was also a top performer as a Personal Banker.EDUCATIONSERIES 63, FINRASERIES 6, FiNRAMN LIFE AND HEALTH INSURANCE, STATE OF MN- NO LONGER HOLDINVER HILLS COMMUNITY COLLEGEAssociate DegreeRASMUSSEN UNIVERSITYBusiness Marking- In ProcessSKILLSKnowledgeable in Salesforce/Money Guide ProSales OperationsConsumer LendingClient ServiceResearchRisk ManagementData AnalyzingKnowledgeable in Trust Documents