Kyler Painter
Fort Collins
Summary
Detail-oriented professional with a strong background in retail banking, branch security, and customer relationship management, seeking opportunities in commercial banking or insurance. Proven expertise in managing regulated financial transactions, conducting CRA-related activities, and facilitating product referrals, supported by a solid foundation in economics and data interpretation. Certified in FINRA Securities Industry Essentials (SIE) and consistently recognized for effectively addressing high-volume client needs while ensuring accuracy and strict compliance with regulatory standards. Committed to leveraging analytical skills and industry knowledge to drive success in any financial environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Events Operations Team Lead
Water Valley Company
Windsor, CO
09.2023 - Current
- Coordinated logistics for events, ensuring timely setup and breakdown of all operational elements.
- Oversaw on-site staff, training team members on service standards and operational procedures.
- Implemented process improvements to enhance efficiency in event operations and resource allocation.
- Conducted post-event evaluations, gathering feedback to inform future planning and enhancements.
Financial Services Representative
First Interstate Bank
Loveland, CO
10.2025 - 03.2026
- Assisted clients in navigating financial products and services to meet individual needs.
- Conducted transactions efficiently, maintaining accuracy while handling cash and electronic payments.
- Built rapport with clients, fostering trust and encouraging ongoing relationships with the bank.
- Served as security officer, monitored security protocols and delivered quarterly training to enhance staff awareness of regulatory requirements.
Recruitment Coordinator
Sigma Tau Gamma
Fort Collins, CO
07.2023 - 12.2023
- Executed recruitment strategies using targeted outreach, social media, and event-based marketing, resulting in approximately a 50% increase in new member engagement during the term.
- Managed end-to-end event logistics, including planning, scheduling, and follow-up communication, while overseeing a budget of $2,000 to support recruitment initiatives.
- Tracked prospects in a recruitment pipeline, maintained contact information, and coordinated follow-ups to convert leads into active members.
Education
Bachelor of Economics -
Colorado State University
Fort Collins, CO05-2025
Associate of Arts - General Studies
Cascadia College
Bothell, WA06-2021
Skills
- Banking Operations: Cash handling, deposits and withdrawals, check processing, electronic payments, account servicing
- Customer & Client Service: Client relationship management, needs-based selling, issue resolution, outbound engagement
- Compliance, Risk & Security: Regulatory compliance, documentation accuracy, confidentiality, bank security officer responsibilities, BSA/AML and fraud awareness, policy adherence
- Community & CRA Exposure: Support for CRA-related activities such as community outreach events, financial education, and data tracking for CRA reporting (experience from prior bank role)
- Financial & Data Skills: Microsoft Excel, data interpretation and reporting, basic financial analysis
Accomplishments
- Achieved top 5 in regional credit card applications at FIB through effectively matching customers with products that fit their needs.
- Increased fraternity recruitment engagement by over 50%, resulting in the largest class in chapter history.
Certification
- SIE [Securities Industry Essentials]
Timeline
Financial Services Representative
First Interstate Bank
10.2025 - 03.2026
Events Operations Team Lead
Water Valley Company
09.2023 - Current
Recruitment Coordinator
Sigma Tau Gamma
07.2023 - 12.2023
Associate of Arts - General Studies
Cascadia College
Bachelor of Economics -
Colorado State University