JC Julianne Cords

Minneapolis, MN ***** 507-***-**** ad3zlb@r.postjobfree.com

PROFESSIONAL

SUMMARY

Results-focused Private Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.

SKILLS Relationship building

Giving presentations

Attaining quotas

Cross-selling expertise

Account servicing

Banking

Business Development

Financial services

Sales expertise

WORK HISTORY PRIVATE BANKER 11/2016 to 03/2023

Minnesota Bank And Trust A Division Of HTLF Edina, MN Developed tailored solutions to meet individual banking needs. Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

Helped clients protect assets through variety of strategies. Worked directly with clients investing minimum of $250,000. Cultivated strong customer relationships by providing tailored advice and services.

Adapted products and services to suit customers' changing financial circumstances.

INDEPENDENT MARKETING CONSULTANT 01/2013 to 11/2016 Self-Employed Fridley, MN

Directed and coordinated marketing activities and policies to promote products and services.

Developed technical and non-technical marketing presentations, public relations campaigns, articles, and newsletters.

Collaborated with sales team to increase brand awareness and enhance business development by building and maintaining relationships . Planned and executed events and marketing programs to increase qualified leads.

VICE PRESIDENT - MARKETING AND QUALITY 01/2001 to 01/2013 ASSURANCE

Eastwood Bank Rochester, MN

Developed overall marketing strategy and support implementation across

[Number] departments.

Supported business development efforts and coordinated with marketing team on special campaigns.

Drove company branding efforts to increase market presence and brand recognition.

Managed $650,000 annual marketing budget.

Managed branding campaigns and event marketing initiatives in print, video, web and social media.

TRAINING COORDINATOR - DEPOSIT COMPLIANCE 01/2000 to 01/2001 OFFICER

Eastwood Bank Rochester, MN

Implemented improvement initiatives and developed compliance testing program to monitor and identify gaps in new and existing practices. Managed practical action plans to respond to audit discoveries and compliance violations.

Investigated and documented all violations of compliance regulations to determine necessary improvements.

Assisted with internal and external audits to confirm compliance with applicable laws and regulations.

ASSISTANT CASHIER - TREASURER 10/1991 to 01/2000

Eastwood Bank Rochester, MN

Maintained complete corporate financial records for holding company and insurance company.

Reconciled monthly all cash and due accounts, official check accounts, and student loan portfolio.

Processed and maintained accounts payable.

Drafted and maintained deposit operations policies and procedures. BRANCH MANAGER 01/1986 to 10/1991

Eastwood Bank Rochester, MN

Met deadlines by proactively managing individual and team tasks and streamlining processes.

Engaged employees in business processes with positive motivational techniques.

Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

Maintained friendly and professional customer interactions. Assessed employee performance and developed improvement plans. Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.

Implemented service improvements to enhance sales cycle. Boosted sales and customer loyalty through incentive programs. EDUCATION No Degree Business Administration And Management Winona State University, Winona, MN

Associate of Arts Business Administration 06/1983 Rochester Community And Technical College, Rochester, MN

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