Bob Bailey, MBA

Experience

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  First Security Bank of Utah

  Aug 1988 - Mar 1994

  Retail Services Manager

  Managed all aspects of branch functions to ensure that budget goals are met and are in compliance with all banking laws and regulations. Responsible for ensuring all employees on staff provide excellent customer service in accordance with banks rules, regulations and core values. Directed the staff in effectively identifying the financial needs of our customers. Provided on-site leadership, motivation and direction for the branch staff. Expanded the customer base and branch profitability. Promoted products and services. Show less

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  Dixon Paper Company

  Mar 1994 - Aug 1995

  Territory Sales Representative
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  Lincoln Financial Group

  Aug 1995 - Jan 1997

  Financial Advisor

  Series 6 Licensed with a Life/Health Insurance License.

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  Bank One

  Feb 1997 - Aug 1998

  Branch Manager

  Managed all aspects of branch functions to ensure that budget goals are met and are in compliance with all banking laws and regulations. Responsible for ensuring all employees on staff provide excellent customer service in accordance with banks rules, regulations and core values. Directed the staff in effectively identifying the financial needs of our customers. Provided on-site leadership, motivation and direction for the branch staff. Expanded the customer base and branch profitability. Promoted products and services. Show less

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  Far West Bank

  Feb 1999 - Feb 2001

  Branch Manager

  Managed all aspects of branch functions to ensure that budget goals are met and are in compliance with all banking laws and regulations. Responsible for ensuring all employees on staff provide excellent customer service in accordance with banks rules, regulations and core values. Directed the staff in effectively identifying the financial needs of our customers. Provided on-site leadership, motivation and direction for the branch staff. Expanded the customer base and branch profitability. Promoted products and services. Show less

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  Zions Bancorporation

  Mar 2001 - Nov 2002

  Consumer Loan Officer

  Responsible for reviewing incoming loan files for completeness, accuracy and compliance.Analyzed loan applications for credit worthiness. Generated required loan disclosures and prepares files for underwriting. Reviews broker Good Faith Estimate for proper fee disclosure.

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  Self Employed Real Estate Developer

  Dec 2002 - Jun 2006

  Business Owner
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  TransWest Credit Union

  Jul 2006 - Nov 2007

  Mortgage Sales Manager/Branch Manager

  Managed all aspects of branch functions to ensure that budget goals are met and are in compliance with all banking laws and regulations. Responsible for ensuring all employees on staff provide excellent customer service in accordance with banks rules, regulations and core values. Directed the staff in effectively identifying the financial needs of our customers. Provided on-site leadership, motivation and direction for the branch staff. Expanded the customer base and branch profitability. Promoted products and services.Assisted borrowers in determining proper loan program, completing loan application and gathering the necessary paperwork, including pay stubs, tax returns and bank statements, to begin the loan process. Communicated with appraisers, title officers, escrow officers, loan processors and underwriters. Show less

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  Aflac

  Apr 2008 - Jun 2010

  Agent

  1. Served as a benefits consultant using business networking skills to help CEO's, business owners, and HR Managers to determine which programs suit their employees best.2. Educated decision makers about the programs and products Aflac offers and customizing Aflac programs to meet their employees' needs.

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  Stevens-Henager College

  Jun 2010 - Jun 2014

  1. Develop partnerships with businesses and employers, creating and managing internship/externship programs, and overseeing employer advisory boards.2. Maintained college goals for employment and outsourcing of graduates.3. Maintained student placement records and reports in accordance with standards of accreditation.4. Provide employment coaching, job search resources, employer research and networking contacts to graduates of 11 degree programs including Business, Accounting, Computer Science, and Graphic Arts.5. Teach coursework on professional and career development, professionalism and job-search skills to hundreds of students.6. Present seminars on career management topics such as career planning, portfolio building, personal branding and social networking. Show less

  • Career Services Advisor

    Apr 2012 - Jun 2014

  • Financial Planner

    Jun 2010 - Apr 2012
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  Fidelity Investments

  Jun 2014 - Apr 2015

  Premium Relationship Associate

  Series 7 & 63 Licensed.1. Drive customer relationships and loyalty through outbound calls to warm leads and identifying how Fidelity can meet their needs2. Effectively build rapport and open up conversations through profiling and utilizing consultative skills with client interactions.3. Learned book management skills and effectively managed leads through lead utilization.4. Set up targeted appointments to address client needs related to products and services.

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  Diversify, Inc.

  Apr 2015 - Nov 2016

  Financial Advisor

  Render financial advice, services and products to clients. Consult with clients to assess their situation and create financial plans to help them meet their goals. Registered Securities Representative - Series 7, 63, & 65 Licensed.Life, Health, and Accident Insurance Licensed.

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  New York Life Insurance Company

  Nov 2016 - Apr 2017

  Financial Services Professional

  I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.One of the best things about being a New York Life Agent is being able to help people strategize and solve financial problems with sensible real world solutions. In that respect, I consider my role to be one of a trusted professional – someone who will help you take advantage of today’s opportunities and see you through life’s most difficult moments. I take a measured, thoughtful approach – one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives for today and tomorrow. A Registered Securities Representative (Series 7) offering products & services through NYLIFE Securities LLC, (Member FINRA/SIPC) and a Life, Health and Accident Insurance Agent licensed to sell insurance products through New York Life Insurance Company and many other independent unaffiliated insurance companies in the states of Utah, Nevada and Idaho. Show less

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  American Fidelity

  Apr 2017 - now

  Sr Account Manager

  Specializing in providing voluntary worksite benefits and expense management services to employer groups; specifically focusing on our niche market segments: Municipalities, Auto retail and medical.Specialties:Employer expense management services & employee benefits: including Section 125 administration, FSAs, HSAs, HRAs, group disability income, individual life insurance, Accident, Cancer, and Hospital Indemnity Insurance products, and competitive core benefits