Sterling Colyer

Experience

• 

  Wells Fargo

  Sept 2013 - Aug 2015

  • Assistant Branch Manager

    Apr 2015 - Aug 2015

  • Personal Banker

    Jan 2014 - Apr 2015

  • Bank Teller

    Sept 2013 - Jan 2014
• 

  ANB Bank

  Sept 2015 - Oct 2016

  Assistant Vice President

  Expand customer base through marketing, networking, and sales calling. Solicit business of non-borrowing customers as well as loan customers. Maintained product knowledge to generate credit, deposit and fee business.Interview loan applicants to determine their needs and advise them of various credit products. Developed and managed a loan portfolio consisting of residential mortgages, commercial real estate, and equipment. Analyzing the creditworthiness of customers through credit reports, ordering appraisals, analyzing collateral, and applying sound lending practices and procedures.Conduct loan closings, including the review of documents, repayment schedules, insurance and lien holder requirements, method of payment, and cross-selling of bank products and services.Relationship management and business development. Show less

• 

  Advisors Asset Management, Inc.

  Oct 2016 - now

  Vice President - Capital Markets

  Consult financial advisors in construction, monitoring, and analyzing investment portfolios for individual investors, corporations, non-profits, and municipalities. Perform initial check and ascertain financial stability of corporations and municipalities for investment suitability considerationsBroker trades of fixed income securities including municipal bonds, corporate bonds, MBS, treasuries, agencies and structured products.Position client portfolios to capitalize on current and upcoming market cycle conditions Show less