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Shea Holtz

Experienced Financial Specialist

Sacramento, CA, United States
Sales and Service Manager at BMO(Formerly Bank of the West)
Studied at Victory High School
Joined May 23, 2024



I have 8 years of experience in banking working in various positions.
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BMO(Formerly Bank of the West)
May 2022 – Present
Sales and Service Manager
•Maintained and grew customer satisfaction and retention during difficult transition from Bank of the West to BMO. •Train and coach team in the best sales practices leading to top branch production. •Meticulously organized all Branch documents and customer portfolios ensuring complete accuracy to achieve 100% audit scores.
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Bank of the West
Jul 2021 – May 2022
Service Banker
•Proven ability to adapt to the demands of a challenging workload in a fast-paced environment. •Maintained customer confidence and protected bank operations by keeping sensitive information confidential. •Achieved Top Performance Sales award for #1 in sales in the district.
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Jan 2020 – Jun 2021
Kitchen Production Support
•Carefully adhering to precise measurements to ensure 100% accuracy of the final product. •Ensured proper safety and sanitation procedures were followed by all employees decreasing workplace injuries by 70%. •Accurately and efficiently documenting each step of the process independently.
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Golden One Credit Union
Jun 2017 – Dec 2019
Call Center Member Service Representative
•Effectively and efficiently resolved complex and detailed issues daily, resulting in 100% Quality Assurance scores. •Assisted with training and support questions for new employees, increasing sales for our department by 12%. •Facilitated monthly meetings providing knowledge on new policies and procedures.
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Sub Ohm Innovations
Dec 2016 – May 2017
Quality Control Supervisor
•Created and implemented a sales reporting system to better organize inventory. •Efficiently and effectively trained new employees bringing production up by 20%. •Managed support emails; which required extensive knowledge of product and policy.
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Wells Fargo
Mar 2013 – Nov 2016
•Assisted hundreds of customers in reaching financial success; independently resolving complex issues. •Consistently met and exceeded sales goals, naming our branch number one in the district. •Achieved a 99% cash/transaction balancing average.
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Victory High School
– May 2012