••••• S. •••••
Reno, Nevada •••••
(•••••) ••••• (home)
Professional experience ••••• ••••• Nevada State Bank Reno, Nevada
Treasury Management Sales Officer
Responsible for the development of new treasury management relationships in northern Nevada, treasury management product sales, preparation of oral and written presentations and proposals, account analysis and the retention of current client base.
Management of 2 staff members in the northern Nevada Treasury Management division, whose responsibilities include sales support, customer service and technical support.
Provide regular, comprehensive internal training on treasury management fundamentals, the Banks treasury management products and account analysis.
Played a prominent role in the introduction of a new remote capture product in •••••, with responsibilities for on-site product demonstrations, sales, customer training and support. Within the first year, nearly ••••• customers were using this product, generating approximately $•••••,••••• in monthly revenue.
••••• ••••• Nevada State Bank Reno, Nevada
Cash Management Training & Implementation Officer
As lead support staff member for the statewide Cash Management Department, was responsible for the maintenance of all cash management systems, acted as product liaison between the department and centralized product management, and provided thorough training of all department support staff on product knowledge, technical support and customer service.
Provided superior customer service, technical support, and product training for all northern Nevada cash management clients. Ensured accuracy in account analysis billing. Even with no sales responsibilities, recognized additional sales opportunities and proactively suggested additional products to existing cash management clients, with great success.
Responsible for internal training of the Banks cash management products, including on-site training for all rural Nevada branches.
Managed one support person, provided ongoing training and mentoring.
Trained •••••+ clients on the new cash management systems for Nevada State Bank upon its merger with Pioneer Citizens Bank. In spite of a difficult and stressful systems conversion, virtually all cash management clients were retained.
••••• ••••• Pioneer Citizens Bank Reno, Nevada
Cash Management Support Specialist
Maintained the Cash Management Services online system at Pioneer Citizens Bank, helping to develop a customer base of •••••+ in four years. Responsible for accurate documentation, pricing and billing, customer training and technical support.
••••• ••••• Pioneer Citizens Bank Reno, Nevada
Customer Support Specialist
Responsible for customer support, staff support, and answering the Nevada phone system for Pioneer Citizens Bank.
Caregiver / Legal Guardian
Responsible for the care and welfare, including all financial aspects, of 4 elderly people. Cared for them after regular work hours and on weekends. Scheduled all appointments, cooked & cleaned, ran errands including shopping and banking. Made sure all bills were paid in a timely manner, balanced bank statements and completed all necessary paperwork for the State of Nevada Family Guardianships office. Responsible for placement into nursing facility and/or group home. Ongoing duties to ensure proper placement and care of elderly.
••••• - ••••• Sierra Converting Corp. Reno, Nevada
Human Resources / Office Assistant
Responsibilities included answering telephones, processing incoming mail, record keeping, completing time cards and processing payroll. Back up for other office assistants.
••••• ••••• Olson Irrigation Systems Santee, CA
Administrative Assistant / Secretary / Marketing Officer
Responsibilities included processing incoming mail, answering phones, entering and tracking all products developed by the company. Marketed products and manned booths at trade shows. Assisted the President and Vice President with daily work flow. Back up for payroll, taking orders and testing new products. Hosted receptions for new buyers and coordinated all events for company.
••••• ••••• Wells Fargo Bank La Mesa, CA
Teller / Safe Deposit Clerk / Union Funds Clerk
••••• ••••• Point Loma FCU Point Loma, CA
Teller / New Accounts / Assistant Operations Officer
University of Nevada, Reno Mastering Leadership Competencies course
Rockhurst University Continuing Education Center various courses
Productivity Point numerous computer courses
Proctor Hug High School Reno, NV
Member of Association for Financial Professionals (AFP)
Member of Association for Financial Professionals of Northern Nevada (AFPNN)
Ombudsman USS Fresno ••••• •••••
Ombudsman USS Gompers ••••• •••••
Volunteer / Life Care Center of Reno
Volunteer / Member Humane Society
Volunteer / Boy Scouts of America
Administration, Office, Healthcare