AMY MIGL
Scottsdale,AZ
Summary
Result-driven banker bringing substantial experience in banking and finance. Bringing a diverse skill set with priority in integrity, knowledge, hard work, and consistency. Eager to take on new tasks and always promote a positive workplace.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker II
UMB Bank
07.2021 - Current
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Member of Mentor program to train new onboarding Bankers
- Externally networked in the greater Phoenix area through BNI meetings, COI development, and meetings with different businesses
- Partner with in branch Private Wealth team to expand high-net-worth client relationships through product recommendations, referrals, and first class customer service
- Apart of the Client Experience Team that monitor's customer feedback and manages concerns
- Built a loyal book of business by showcasing integrity and honesty, which expanded into new financial product introductions
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Managed branch operations and assisted with in-branch partner requests with excellence during staffing changes
Personal Banker I
UMB Bank
02.2020 - 07.2021
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Boosted sales of bank products through effective cross-selling
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker I
Track & Field Coach
Lutheran High School
12.2019 - 02.2020
- Built strong relationships with athletes and their families through positive interaction and communication
- Created next 60 day plans for athletes to encourage them to hit individual goals for their season
- Oversaw practice sessions with team of 10-15 enhancing individual skills while maintaining positive atmosphere
- Maximized athlete performance by overseeing targeted physical conditioning programs
- Upheld safety of all team members during practice, exercise, game play and down times.
Team Lead/Social Media Coordinator
Maverick Group
04.2018 - 12.2019
- Monitored employee performance and safety, conducting retraining to correct problems and optimize productivity
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints
- Achieved high customer satisfaction by de-escalating complaints quickly
- Documented conversations with customers to track requests, problems and solutions
- Assisted with administrative tasks, including filing, answering phones and coordinating events
Business Administrator/Online Marketing Intern
Maverick Group
05.2019 - 09.2019
- Ensured exceptional client service and quality product offerings
- Ensured accurate and timely completion of paperwork, including payroll and scheduling
- Handled telephone inquiries
- Developed marketing plans and successfully promoted business on internet, improving business opportunities
- Researched competitor services and trends for analysis of marketing strategies
- Updated web pages and social media profiles to reflect proactive strategies and engage customers
- Recommended product changes to enhance customer interest and maximize sales.
Education
Bachelor of Science - Business Administration/Marketing
Concordia University
Seward, Nebraska12.2019
Certification
- NMLS ID 1959752
- Certified Notary Public
Timeline
Personal Banker II
UMB Bank
07.2021 - Current
Personal Banker I
UMB Bank
02.2020 - 07.2021
Track & Field Coach
Lutheran High School
12.2019 - 02.2020
Business Administrator/Online Marketing Intern
Maverick Group
05.2019 - 09.2019
Team Lead/Social Media Coordinator
Maverick Group
04.2018 - 12.2019
Bachelor of Science - Business Administration/Marketing
Concordia University
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