Kailey Boraas, CTFA

Experience

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  Bell State Bank & Trust

  Mar 2012 - Jan 2015

  •Develop new business relations by referring new or additional services to existing customers and prospects•Counsel customers regarding financial matters•Offer new bank products and services through personal contacts, and well as continue to enhance cross-selling skills and techniques Represent Bell State Bank & Trust to customers and provide unequaled personal service in an efficient manner. Accurately complete teller transactions and be knowledgeable of banking services while communicating effectively with coworkers. Manage large amounts of cash and working in a team environment. Mentor to new employees within the bank to help guide them into the atmosphere of Bell State Bank & Trust.

  • Customer Service Representative

    Mar 2014 - Jan 2015

  • Bank Teller

    Mar 2012 - Jan 2015
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  Concordia College

  May 2012 - Dec 2014

  Graduated with a Bachelor of Arts degree with a Finance concentration. Managed a floor of freshmen and sophomore college students and counseling students on various personal and academic issues. Managed my time efficiently between academics, work, and ResLife. Became a leader and role model for the young girls on my floor.

  • Finance Major

    Aug 2011 - Dec 2014

  • ResLife

    May 2012 - May 2013
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  First International Bank & Trust

  Jan 2015 - Oct 2017

  Trusts Officer Trainee

  •Mentor with senior trust officers and senior investment officers•Manage accounts for which First International Bank & Trust acts as the personal representative of an estate, a trustee, a conservator of the assets of minor or incompetents, an agent under an investment management arrangement, or an investment portfolio manager •Ensures trusts are carried out in accordance with agreements •Work with trust investments team to correctly manage portfolios of clients by keeping portfolios in alignment with the clients investment objectives as well as their financial goals Show less

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  First International Bank & Trust

  Jan 2018 - Oct 2019

  Trust Officer
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  First Western Bank & Trust

  Oct 2019 - now

  VP Trust Officer