Breanna Roth
Gilbert
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Assistant
Wagner Financial Services
Bismarck
12.2024 - 09.2025
- Assisted in the development of policies and procedures to improve operational efficiency.
- Prepared regular financial reports and presentations for a team of four advisors.
- Implemented and maintained financial management software to streamline financial operations.
- Completed client transactions, including withdrawals, contributions, surrenders, and RMD's.
- Processed financial documents and maintained accurate records for client accounts.
Executive Assistant to the Chief Executive Officer
MSA United Way
Bismarck
08.2024 - 12.2024
- Coordinated executive communications, including taking calls, responding to emails and interfacing with clients.
- Assisted the CEO with administrative tasks such as scheduling, travel arrangements and expense reports.
- Developed presentations for board meetings and other key stakeholders.
- Managed and tracked expenses to meet company budget requirements.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
Client Relationship Consultant 3/S2
U.S. Bank
Bismarck
09.2021 - 08.2024
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
- Advised customers on various banking products and services such as loans and credit cards, gave referrals as needed.
Education
Some College (No Degree) - Human Services
Bismarck State College
Bismarck, NDSkills
- Team leadership
- Branch operations
- Effective communication
- Exceptional customer service
- Verbal and written communication
- Teamwork and collaboration
- Financial Services Knowledge
Certification
- Notary Public, expires 04/10/2027
Accomplishments
- Midwest Elite Team (2022-2024)
- Highest balance of deposits Q1 2024 ($2.2 million)
- Sales & Service Manager 2, North Branch
References:
Available upon request
Timeline
Financial Assistant
Wagner Financial Services
12.2024 - 09.2025
Executive Assistant to the Chief Executive Officer
MSA United Way
08.2024 - 12.2024
Client Relationship Consultant 3/S2
U.S. Bank
09.2021 - 08.2024
Some College (No Degree) - Human Services
Bismarck State College