I'm a bilingual Financial Services professional with a strong foundation in banking operations, client relations, and sales performance. Proven ability to build customer trust, manage complex financial processes, and lead training initiatives that improve team performance. Recognized for strong communication, leadership, and organizational skills that drive both client satisfaction and business growth.
Cultivate trust and loyalty by providing personalized financial guidance, anticipating client needs, and maintaining consistent communication that enhances satisfaction and retention.
Lead and support training for new and current staff to strengthen operational knowledge, improve workflow consistency, and foster a collaborative, high-performing team culture.
Assist in preparing client documentation, managing account maintenance, and ensuring compliance with internal policies and regulatory standards to uphold accuracy and efficiency.
Identify opportunities to cross-sell financial products, exceed performance goals, and contribute to branch growth through proactive outreach and consultative sales strategies.
Cultivate trust and loyalty by providing personalized financial guidance, anticipating client needs, and maintaining consistent communication that enhances satisfaction and retention.
Lead and support training for new and current staff to strengthen operational knowledge, improve workflow consistency, and foster a collaborative, high-performing team culture.
Assist in preparing client documentation, managing account maintenance, and ensuring compliance with internal policies and regulatory standards to uphold accuracy and efficiency.
Identify opportunities to cross-sell financial products, exceed performance goals, and contribute to branch growth through proactive outreach and consultative sales strategies.
B.S Management
Iowa State University
State of Iowa: Insurance Producer License
Lines of Authority- Life
February 2025