Aaron Nelson Email & Phone Number

New York, New York, United States (Remote)

As an Account Manager I am responsible for managing the entire client relationship from start to finish of the enrollment process. This includes conducting intake calls, developing and executing customized debt relief plans, and providing ongoing support to clients. The key to this process is to quickly be able to build rapport with clients, understand their financial situation, and develop solutions that meet their specific needs. My ability to use active listening skills as well as using my high level of proficiency with credit report analysis has been crucial to delivering quality solutions to clients and gaining their trust rapidly. In doing so I have been able to change countless financial lives for the better by helping resolve over $5.5 Million dollars YTD 2023.

Layton, Ut

Responsible for the operation of the entire financial center including loans, deposits, other referral products, and service quality. I am also the primary business development officer responsible for the expansion of existing business relationships, the development of new business and calling on both prospective and existing clients. I extend credit to businesses and individuals through a wide variety of commercial, consumer, and real estate loans. I am also responsible for community development and relations.

Oversaw the entire branch and held the ultimate responsibility for the branch's performance - both sales and operations. As a Branch Manager I am constantly out on the branch floor, interacting with employees and customers everyday. As the Branch Manager I led by example, coached to top behaviors and held my team accountable to do what's right for the customer and for the branch. I managed and improve branch performance, including branch profit & loss, customer service scores, sales campaign results, teller and partner referrals and I regularly communicated branch performance and priorities with all employees. I ensured the branch team delivered high-level customer service and ensured the branch was operationally sound at all times.

Within the Executive Banking division of Zions Bank Private Services I maintained and built client relationships, analyzed financial statements, processed consumer loans, assisted clients in all banking needs, tracked sales for client portfolio, opened and maintained deposit accounts and provided general support to Relationship Manager.

Assisted customers in securing consumer loans, opened new deposit accounts, prepared incoming and outgoing large cash shipments, balanced and audited main vault, audited supplies of negotiable instruments, prepared and executed promotional campaigns, motivated other employees to help them meet sales goals.

Ogden, Ut

Hired and trained new sales representatives, coached and motivated sales team, closed sales for Inside Sales Representatives, resolved escalated customer service issues.

Ogden, Ut

Was hired back no questions asked after Convergys took over MATRIXX Marketing due to my previous sales performance and leadership. Sold AT&T Long distance over the phone to non-customers. Consistently ranked in top 5% in sales while I was there. Left in April 1999 to finish school semester.

Ogden, Ut

Sold AT&T Long distance over the phone to non-customers. I was consistently ranked in the top 5% in sales while I was there. Due to my excellent sales I became an Assistant Shift Supervisor before leaving in September 1998 to focus on my studies.

B.S., Finance

A.S., General Studies