Kailey Boraas, CTFA

Kailey Boraas, CTFA

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  • Timeline

  • About me

    VP Trust Officer at First Western Bank & Trust

  • Education

    • American Bankers Association - Trust School

      2016 - 2018
    • Big Lake High School

      2007 - 2011
      High School Diploma Generals
    • Concordia College

      2011 - 2014
      Bachelor of Arts Finance
  • Experience

    • 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
    • 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
    • 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

    • First International Bank & Trust

      Jan 2018 - Oct 2019
      Trust Officer
    • First Western Bank & Trust

      Oct 2019 - now
      VP Trust Officer
  • Licenses & Certifications

    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association
      Dec 2018
      View certificate certificate
  • Volunteer Experience

    • Big Brother Big Sister

      Issued by Big Brothers Big Sisters of America on Jul 2013
      Big Brothers Big Sisters of AmericaAssociated with Kailey Boraas, CTFA