Zachary Fishman
Shakopee
Summary
Banking professional with extensive experience at U.S. Bank, specializing in client relationship management and financial solutions. Demonstrated success in risk analysis and consultative sales, contributing to growth and improved customer satisfaction. Skilled in utilizing digital banking tools to optimize operations and enhance service delivery.
Overview
2026
2026
years of professional experience
Work History
PWM Banking Associate / CST
U.S. Bank
05.2018 - Current
- Provide personalized banking solutions and client support in PWM.
- Assisted clients with account inquiries and service requests.
- Maintained compliance with banking regulations and policies.
- Educated customers on product offerings and services available.
- Resolved customer issues promptly to ensure satisfaction.
Personal Banker
U.S. Bank
12.2013 - 05.2018
- Delivered financial services and built client relationships at two branches.
- Educated clients on banking products and services for optimal usage.
- Managed account openings, closings, and maintenance for clients.
- Resolved customer issues through effective communication and problem-solving skills.
- Maintained compliance with regulatory requirements in all banking transactions.
Operations / Sales Manager
Home Federal Saving Bank
2012 - 2013
- Managed sales operations and led team initiatives to drive growth.
- Managed daily operations of bank branches to ensure efficiency and compliance.
- Coordinated training programs for staff to enhance customer service skills.
- Monitored branch performance metrics to identify areas for improvement.
- Facilitated communication between departments to enhance collaboration and service delivery.
- Responded promptly to customer inquiries and complaints regarding banking services.
- Conducted regular audits of bank transactions and records to ensure accuracy.
Licensed Real Estate Agent (MN & WI)
Coldwell Banker Skeels, Moore & Associates
2001 - 2013
- Facilitated property transactions and provided expert guidance to buyers and sellers.
- Facilitated property showings and open houses for potential buyers.
- Advised clients on market conditions and property values.
- Negotiated contracts and agreements between buyers and sellers.
- Conducted market research to identify emerging real estate trends.
- Managed property listings on multiple online platforms effectively.
- Collaborated with mortgage lenders to assist clients with financing options.
- Provided exceptional customer service throughout the buying process.
Personal Banker
Wells Fargo
2009 - 2012
- Assisted clients with banking needs and promoted financial products.
- Identified valuable solutions for customers with credit problems.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Cross-sold banking products such as credit cards, loans and investments.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
AAS - Sales Management
Minnesota State College Southeast
Winona, MN01.2001
AAS - Retail Management
Minnesota State College Southeast
Winona, MN01.2001
Skills
- Banking expertise
- Financial assessment and solutions
- Regulatory compliance (AML, KYC)
- Risk analysis and mitigation
- Client relationship management
- Transaction accuracy and processing
- Banking product knowledge
- Digital banking tools and CRM
- Sales excellence and service
- Consultative sales and cross-selling
- Customer service and resolution
- Communication and interpersonal skills
- Negotiation and persuasion
- Team collaboration and leadership
- Time management and organization
Timeline
PWM Banking Associate / CST
U.S. Bank
05.2018 - Current
Personal Banker
U.S. Bank
12.2013 - 05.2018
Operations / Sales Manager
Home Federal Saving Bank
2012 - 2013
Licensed Real Estate Agent (MN & WI)
Coldwell Banker Skeels, Moore & Associates
2001 - 2013
Personal Banker
Wells Fargo
2009 - 2012
AAS - Sales Management
Minnesota State College Southeast
AAS - Retail Management
Minnesota State College Southeast