Casey Becker Email & Phone Number

Independently coordinate the sales proposal and technical writing process. Work collaboratively with sales executives and subject matter experts to create detailed and customized sales proposals for financial institutions. Employ expansive knowledge of company products and financial services industry to understand user requirements and present effective solutions in a dynamic industry. Demonstrate time management and multi-tasking skills to meet deadlines in fast paced environment. Maintain and manage an online database for interdepartmental sales support.

Successfully manage, design, and implement new training courses for internal and external customers. Evaluate and improve existing training materials and courses. Develop strong cross-functional relationships with members of business unit to assist in the creation of training courses. Employ various methods for delivering training courses in classroom and remote settings. Experienced with WebEx and Learning Management System web based learning applications. Coordinate training efforts for banks new to Fiserv and played an integral role in preparing bank staff for software implementation. Assist conversion teams as a deposit and an ad-hoc reporting resource. Successfully train and prepare adult learners from diverse backgrounds.

Responsible for generating and managing financial goals for customers. Experienced in selling deposit products and services as well as retail loan products. Knowledgeable of all products and services provided by M&I. Display an aptitude for learning and applying the software and technology used at the branch. Help train other M&I employees in using technology systems and updates to our branch policies and procedures. Created learning tools for the Southeast Region. Able to efficiently use other support areas of the corporation to meet customer needs.

Successfully managed all floor sales activities including final food preparation, fine wine recommendations, catering to private parties and large groups and customer reservation management. Trained and mentored new sales employee. Responsible for operating restaurant computer system and credit card authorization machine.

Successfully managed and operated several retail stores, responsible for inventory stock management, full cash management responsibilities to include cash register and credit card authorization machine operation.

Data entry and office work Excel, Word, and Access. Taught co-workers how to more effectively use Microsoft Office XP. Answered and directed phone calls. Directed, created and successfully distributed project specification binders for several key community initiatives. Updated project and activity databases.