brian sanger

Respond to phone calls to execute requests from retirement plan participants while providing financial guidance. Responsible for increasing assets, initiating new business through rollovers and transfers from the competition, and retaining assets through individual communication. Interacting with retirement plan participants to provide exceptional customer service and execute transaction and service requests. Leveraging multiple resources while educating and devoting time with participants through intuitive conversations. Providing financial guidance to our participants to help retain and increase assets. Collaborating across the organization to deliver a superior service experience and safeguard business continuity and process improvements.

Source and build customer relationships with the bank. Discuss current and future personal and business financial considerations. Utilize profiling skills to identify needs, and explain benefits of US Bank products. Meet and exceed product sales goals. Perform account maintenance and resolve customer service issues. Strong focus on sourcing and expanding personal and small business account relationships.

Managed quote requests from a large book of insurance brokers appointed with Flatiron Capital. Received quote requests, built quotes in Flatiron's premium financing database, performed due diligence to determine insurance policy terms and conditions, analyzed and recorded customer credit and risk information, reviewed and documented previous loan history with Flatiron and Wells Fargo Bank, and approved quote or recommended terms to management if outside of my delegated credit approval authority. Worked on quotes between $1M-$50MM for a diverse range of clients ranging from small businesses to multniational public entities

Reviewed signed quote documents for completion and accuracy. Verified that the loan documents reflected what was entered into the premium financing loan database. Performed due diligence such as policy verifications or underwriter reviews if necessary. Activated loan and sent documentation to funding

Managed a team of 6-9 tellers. In charge of the sales and service functions of the teller line. Maintained accurate branch records. Forecasted, ordered, and managed stores cash volume. Balanced cash drawers and the cash vault. Resolved customer account and posting issues. Coached tellers to sales and service excellence. Responsible for HR functions such as hiring, scheduling, and corrective action.

Performed deposits, withdrawals, payments, and other counter transactions. Provided customer service and referred customers to Personal Bankers to discuss opportunities I identified. Assisted Service Manager in control tasks and branch administration

Responsible for providing support, assistance, and solutions to existing 401k, 403b, 401a, and 457b employer-sponsored retirement plan participants. Made business decisions based on the needs of customers and current business practices. Provided complete and accurate information and solutions regarding retirement plan management. Met and exceeded referral goals by identifying asset retention and asset gathering opportunities and then connecting participants with the Transamerica Advice Center, Personal Retirement Services, and other divisions. Communicated knowledge of life and health insurance, and annuity investment products while focusing on customer satisfaction. Acted as an advocate for the participant and the voice of our company. Personalized and expressed care and concern for the customer to effectively resolve their service request or problem.

Customer facing sales and service. Met with customers to discuss current and future financial services considerations. Utilized profiling skills to identify needs, and matched benefits of Wells Fargo products to fulfill those needs. Performed account maintenance and resolved customer service issues. Focused on expanding customer relationships and sourcing new relationships

Masters of Business Administration, concentration in Entrepreneurial Studies and participant in the Window on China intensive study abroad program Activities and Societies: Window on China

Bachelors of Science in Business Administration, concentration in Operations Management, additional studies in Real Estate and Development culminating in the CUREC Certificate in Real Estate. Dean's List Spring 2007, Fall 2007, and Spring 2008. Inducted into Beta Gamma Sigma Honor Society Fall 2007. Inducted into Alpha Kappa Psi Business Fraternity Spring 2007 Activities and Societies: Alpha Kappa Psi co-ed Professional Business Fraternity, Beta Gamma Sigma Honor Society