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BARBARA CHISM
1030 E. 10th
Ave., Apt. 101
Broomfield, CO 80020
303-931-2341
chismbr@yahoo.com
Qualifications Profile
Financial Consulting : Skilled in managing financial consulting responsibilities
associated with financial planning, financial analysis and financial reporting.
Comprehensive background in all aspects of banking and lending. Experienced in
understanding consumer and business credit needs as well as compliance and
documentation requirements for perfecting loans.
Sales and Marketing : Skilled and understanding industry and marketing trends to
implement strategic plans to increase sales based on different banking initiatives. Highly
skilled in surpassing revenue objectives through the knowledge of products and services
that will optimize sales while providing superior customer experience and retention.
Management: Significant exposure to operations management, staff supervision, and
P&L management. Proven success streamlining business processes, enhancing
operational efficiency, and increasing productivity levels by referring to partners who
have the skill levels to take care of all our customers needs thereby increasing revenue for
the bank.
Strength / Accomplishments: Dynamic leadership and team-building abilities.
Exceptional interpersonal communication, and networking skills.
Technical proficiency in Microsoft Office.
Over thirty years in sales and operations has provided me with the skills and knowledge
to excel in sales and customer service excellence and achieving:
U.S. Bank - "Top Tier" in sales production for two years;
Wells Fargo - Recognized with quarterly recognition awards for exceeding sales quotas
for two years;
Recognized and privileged to attend the Wells Fargo Store Manager Institute Program
which I successfully completed while still obtaining quarterly revenue goals;
Bank of the West - Recognized for "Circle of Excellence" four times (most recently
2015);
Over 15 years of loan documentation and processing experience; and,
Owned my own small staging business.
Page 2
Professional Experience
Bank of the West -
2007 - Present
Financial Services Officer -
Contributing to sales, business development, and strategic planning initiatives.
Interacting with customers to determine their individual banking needs to determine the
right set of products and services that will fit their needs now and in the future. Keeping
the long term relationship in mind by ensuring:
Delivering superior customer service and improving customer retention levels, one
customer at a time;
Providing consulting services to clients concerning a broad range of financial and credit
services; Ensuring the integrity of all transactions as well as complied with banking laws;
Using strategic planning for developing sales and referring to partners to create more
revenue for the bank; and,
Being recognized by Bank of the West for "Circle of Excellence" four times. Averaging
over 350% consistently over deposit, loan and partner referral goals for the branch.
Decorating on a Dime - Littleton, CO
2006 - 2007
Owner/Operations Manager -
Pioneered the launched of a small staging/design business and secured financing for the
business venture. Directed all aspects of operations management, financial management,
strategic planning, and sales and marketing. Created a business plan, marketing materials
and corporate branding logo. Gained expertise in dealing with real estate contractors,
realtors and sellers of residential properties by:
Going directly to sellers and offering them discounted decorating packages to stage their
homes;
Offered custom services to contractors to stage new homes, which included bringing
furniture in;
Worked directly with Realtors through contract services to stage their clients homes for
sale; and,
Offered organizational packages to help people organize their homes so they would show
better if they didn't want to pay for staging services.
By providing top-notch customer service and offering individual packages to a diverse
clientele, I was able to maximize revenue potential and expand my client base.
Page 3
Wells Fargo N.A. - Denver, CO
2004 - 2006
Business Banking Specialist/Consumer Lending Specialist -
Contributed to sales, business development, and strategic planning initiatives. Interacted
with customers and determined banking needs. Surpassed quarterly revenue objectives on
a consistent basis by:
Delivered superior customer service and increased customer retention levels in s
saturated market;
Providing consulting services to clients concerning a broad range of financial and credit
services;
Ensured the integrity of all transactions as well as complied with banking laws;
Recognized with quarterly sales and recognition awards for exceeding sale quotas for two
years;
Recognized and privileged to attend the Wells Fargo Store Manager Institute Program,
which I successfully completed while still maintaining quarterly revenue goals; and,
Assisted in directing all operational matters within the branch in the absence of the
branch manager while attending Wells Fargo's Store Manager Institute Program
Credentials -
Regis College - Denver, CO -
Bachelor of Science, Business Administration, Minor in Computers & Economics
Training:
21st Century Manager - Bank of the West
Wells Fargo Store Manager Institute Program
American Institute of Banking
Recent Affiliations:
Bowl-A-Thon Junior Achievement
Lone Tree Chamber of Commerce
Douglas County Partners bowl-a-thon
Second Chances non-profit Ministry
Taste of Lone Tree
References available upon request.
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resume updated

  • 1. BARBARA CHISM 1030 E. 10th Ave., Apt. 101 Broomfield, CO 80020 303-931-2341 chismbr@yahoo.com Qualifications Profile Financial Consulting : Skilled in managing financial consulting responsibilities associated with financial planning, financial analysis and financial reporting. Comprehensive background in all aspects of banking and lending. Experienced in understanding consumer and business credit needs as well as compliance and documentation requirements for perfecting loans. Sales and Marketing : Skilled and understanding industry and marketing trends to implement strategic plans to increase sales based on different banking initiatives. Highly skilled in surpassing revenue objectives through the knowledge of products and services that will optimize sales while providing superior customer experience and retention. Management: Significant exposure to operations management, staff supervision, and P&L management. Proven success streamlining business processes, enhancing operational efficiency, and increasing productivity levels by referring to partners who have the skill levels to take care of all our customers needs thereby increasing revenue for the bank. Strength / Accomplishments: Dynamic leadership and team-building abilities. Exceptional interpersonal communication, and networking skills. Technical proficiency in Microsoft Office. Over thirty years in sales and operations has provided me with the skills and knowledge to excel in sales and customer service excellence and achieving: U.S. Bank - "Top Tier" in sales production for two years; Wells Fargo - Recognized with quarterly recognition awards for exceeding sales quotas for two years; Recognized and privileged to attend the Wells Fargo Store Manager Institute Program which I successfully completed while still obtaining quarterly revenue goals; Bank of the West - Recognized for "Circle of Excellence" four times (most recently 2015); Over 15 years of loan documentation and processing experience; and, Owned my own small staging business.
  • 2. Page 2 Professional Experience Bank of the West - 2007 - Present Financial Services Officer - Contributing to sales, business development, and strategic planning initiatives. Interacting with customers to determine their individual banking needs to determine the right set of products and services that will fit their needs now and in the future. Keeping the long term relationship in mind by ensuring: Delivering superior customer service and improving customer retention levels, one customer at a time; Providing consulting services to clients concerning a broad range of financial and credit services; Ensuring the integrity of all transactions as well as complied with banking laws; Using strategic planning for developing sales and referring to partners to create more revenue for the bank; and, Being recognized by Bank of the West for "Circle of Excellence" four times. Averaging over 350% consistently over deposit, loan and partner referral goals for the branch. Decorating on a Dime - Littleton, CO 2006 - 2007 Owner/Operations Manager - Pioneered the launched of a small staging/design business and secured financing for the business venture. Directed all aspects of operations management, financial management, strategic planning, and sales and marketing. Created a business plan, marketing materials and corporate branding logo. Gained expertise in dealing with real estate contractors, realtors and sellers of residential properties by: Going directly to sellers and offering them discounted decorating packages to stage their homes; Offered custom services to contractors to stage new homes, which included bringing furniture in; Worked directly with Realtors through contract services to stage their clients homes for sale; and, Offered organizational packages to help people organize their homes so they would show better if they didn't want to pay for staging services. By providing top-notch customer service and offering individual packages to a diverse clientele, I was able to maximize revenue potential and expand my client base.
  • 3. Page 3 Wells Fargo N.A. - Denver, CO 2004 - 2006 Business Banking Specialist/Consumer Lending Specialist - Contributed to sales, business development, and strategic planning initiatives. Interacted with customers and determined banking needs. Surpassed quarterly revenue objectives on a consistent basis by: Delivered superior customer service and increased customer retention levels in s saturated market; Providing consulting services to clients concerning a broad range of financial and credit services; Ensured the integrity of all transactions as well as complied with banking laws; Recognized with quarterly sales and recognition awards for exceeding sale quotas for two years; Recognized and privileged to attend the Wells Fargo Store Manager Institute Program, which I successfully completed while still maintaining quarterly revenue goals; and, Assisted in directing all operational matters within the branch in the absence of the branch manager while attending Wells Fargo's Store Manager Institute Program Credentials - Regis College - Denver, CO - Bachelor of Science, Business Administration, Minor in Computers & Economics Training: 21st Century Manager - Bank of the West Wells Fargo Store Manager Institute Program American Institute of Banking Recent Affiliations: Bowl-A-Thon Junior Achievement Lone Tree Chamber of Commerce Douglas County Partners bowl-a-thon Second Chances non-profit Ministry Taste of Lone Tree References available upon request.