Cindy Roberts

Experience

• 

  Wells Fargo

  Jul 1992 - Apr 2022

  Operates as the link between the company, stakeholders, and our communities. Build and manage complex relationships with community based organizations utilizing Wells Fargo's financial resources and human capital. Managed the activation of the Wells Fargo Foundation's financial investments based on community needs within housing affordability, financial health, small business development and identified other local community needs across low-to-moderate income communities within Utah. Conducted risk assessment and due-diligence review on grant applications considered for funding with the Wells Fargo Foundation. Assisted District Manager with the day-to-day operations of ten branch offices and personnel. Performed monthly audits on employee expense reports. Helped clients reach their financial goals by recommending financial products for their unique individual situations. Performed financial transactions for clients. Met and surpassed strict balancing goals. Managed branch vault cash inventory and shipments.

  • Community Relations Associate Consultant

    Jan 2018 - Apr 2022

  • Community Relations Specialist

    Mar 2011 - Jan 2018

  • Administrative Assistant

    Oct 2002 - Mar 2011

  • Personal Banker

    Apr 1996 - Oct 2002

  • Lead/Vault Teller

    Jul 1992 - Apr 1996
• 

  Ogden Ski Swap, St. George Ski Swap, Salt Lake Valley Ski Swap

  Nov 2011 - now

  Business Owner

  Owner/Operator of the Ogden, St. George, Salt Lake Valley Ski Swaps. Annual yearly event sale, offering skis/snowboards/boots/accessories at a discounted rate (up to 60% off). Began with one event and have successfully expanded into three locations.

• 

  Farmers Insurance

  Jun 2021 - now

  Agency Owner & Producer

  Develop, manage and expand relationships with current and new clients to ensure that when "life happens" that their home, autos, life, accident and health insurance needs are met and are financially protected. Review and recommend property, casualty, life, accident and health insurance products.