Payton McLachlan
Workplace Planning Consultant
Denver,CO
Summary
Professional with deep expertise in retirement planning and financial solutions. Adept at building strong client relationships, navigating complex financial products, and driving impactful results. Strong collaborator known for adaptability, reliability, and keen focus on success. Skilled in financial planning, customer service, and working hard to find the right solutions.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Workplace Planning Consultant
Fidelity Investments
02.2021 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Proactively reaching out to potential relationships to help build book of business and increase sales opportunities
Business Solutions Consultant
All Copy Products
03.2020 - 02.2021
- Promote all products and solutions to new and current clients in sales meetings
- Consistent prospecting and cold calling through targeted verticals and lead resources
- Ongoing account management and building opportunities using CRM platform
- Create business relationships to continue growing a pipeline and book of business
Private Banking Specialist
First Western Trust
06.2019 - 03.2020
- Cross-sell all of First Western's products and services, most importantly consumer and commercial deposit account relationships, and identify new business opportunities particularly with treasury management
- Maintain current knowledge of and comply with all applicable laws and regulations, policies and procedures
- Serve as the main contact for Treasury Management clients; facilitate relationship reviews and work in conjunction with the Treasury Management operational team to onboard clients, assist with implementation, and build strong client relationships
Licensed Branch Manager
Key Bank Corp.
12.2017 - 12.2018
- Provide Financial Planning
- Small Business, Lending, Deposits and Investments
- Leader in sales activities and behaviors establishing strong relationships
- Manage large pipeline of client base through account management
- Grow book of business and deepen relationships with clients
- Success in retention, expansion and acquisition. Exceeding Goals!
Licensed Relationship Manager
Key Bank Corp.
07.2015 - 11.2017
- Discover opportunities to help clients
- Grow pipeline of clients for deposit, lending and small business needs
- Lead by example through success in achieving and surpassing goals
- Focus on acquisition and deepening relationships by setting appointments
- Create referrals opportunities through COI's and partners of bank
- Be coach-able to grow professionally
Relationship Banker
JPMorgan Chase
10.2012 - 06.2015
- Work directly with current and new clients to profile and build relationships
- Provide excellent customer service
- Think outside the box to uncover needs of clients
- Abide by policies and procedures to maintain security of the bank
- Discover opportunities to grow business
Teller Customer Service
JPMorgan Chase
06.2009 - 09.2012
- Provide excellent customer service
- Build conversations around opportunity to sell
- Secure information of clients and their accounts
Education
Metropolitan State University
08.2009 - 12.2010
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Concordia University
01.2008 - 06.2009
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University of Nebraska at Omaha
08.2007 - 12.2007
Skills
- Business Development
- Leadership/Management
- Adaptability
- Prospecting/Cold Calling
- Customer Service
- Results Driven
- Communication
- Account Management
- Commercial/Treasury Management
- Knowledge
Certification
Series 7, 2015
Timeline
Workplace Planning Consultant
Fidelity Investments
02.2021 - Current
Business Solutions Consultant
All Copy Products
03.2020 - 02.2021
Private Banking Specialist
First Western Trust
06.2019 - 03.2020
Licensed Branch Manager
Key Bank Corp.
12.2017 - 12.2018
Licensed Relationship Manager
Key Bank Corp.
07.2015 - 11.2017
Relationship Banker
JPMorgan Chase
10.2012 - 06.2015
Metropolitan State University
08.2009 - 12.2010
Teller Customer Service
JPMorgan Chase
06.2009 - 09.2012
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Concordia University
01.2008 - 06.2009
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University of Nebraska at Omaha
08.2007 - 12.2007