Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brooke Rolston

Denver,CO

Summary

Dynamic Universal Banker II with a proven track record at MidWestOne Bank, excelling in risk mitigation and team collaboration. Expert in new account setup and compliance, effectively reduced financial risk through vigilant monitoring and training initiatives, fostering a motivated team environment while ensuring adherence to financial regulations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Universal Banker II

MidWestOne Bank
Denver, CO
02.2020 - Current
  • RAUFOpened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Identified customer activity deemed suspicious or potentially fraudulent and prepared reports for committee review.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Obtained credit records from reporting agencies.
  • Identified potential fraudulent activities through careful monitoring of account activity, reducing financial risk for both clients and the institution.
  • Trained new employees in account management procedures and best practices, enhancing team efficiency.
  • Reported violators of financial regulations to appropriate parties for disciplinary action.
  • Monitored financial transactions and immediately reported suspicious activity to authorities.
  • Reviewed financial documents, pointing out and correcting financial errors.

Education

High School Diploma -

POMONA HIGH SCHOOL

Skills

  • Branch operations
  • Team collaboration
  • New account setup
  • Risk mitigation
  • Loss prevention
  • Audit support
  • Due diligence
  • Reviewing documents
  • Financial institution regulations
  • Employee motivation
  • Self-motivated nature
  • Documentation skills

Certification

  • Principles of Banking , CFTNOW.ORG - MAY to AUG 2023
  • FIirst in Class for Principles of Banking, CFTNOW.ORG - 8/11/23

Timeline

Universal Banker II

MidWestOne Bank
02.2020 - Current

High School Diploma -

POMONA HIGH SCHOOL
Brooke Rolston