
Morgan Benson
Personal Banker

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About me
Talent Acquisition Strategist | Marrying HR & Banking | Diversity, Equity, Inclusion | Self-Leadership
Education

Clackamas Community College
2014 - 2015Associate's Degree Business Administration and Management, General Graduate
Warner Pacific University
2019 - 2020Bachelor of Arts - BA Business Administration and Management, General GraduateCum Laude
Experience

U.S. Bank
Mar 2016 - May 2017Personal BankerConsistently achieved high customer satisfaction scores while meeting first call resolution targets. Boosted deposit account sales by effectively cross-referencing new and upcoming products. Served as the primary contact for call center banking and support. Recognized for outstanding performance, receiving an Achievement of Completion for Personal Banker Training and earning the title of Top Performer in Customer Excellence in May 2016. Continued to excel, achieving Top Performer in Customer Excellence again in February 2017. Show less

Carson Wealth
Feb 2018 - May 2018Administrative AssistantAs a temporary independent contractor, I provided administrative support during a broker-dealer transition period. I played a key role in facilitating and auditing client account transfers, ensuring accuracy and compliance. Additionally, I managed processes to audit the execution of the transition, maintaining efficiency throughout the process.

U.S. Bank
May 2018 - Sept 2019NMLS certified, I prioritized in expanding consumer deposit and loan/credit accounts. Consistently surpassed monthly deposit and credit targets since completing initial training. Possessed expertise in proprietary systems, bank policies, and state/federal banking regulations. Successfully supervised and trained tellers and bankers on policies and regulations, ensuring compliance. Conducted audits on ATMs and vaults and coordinated incoming and outgoing cash shipments. Oversaw teller coaching sessions and conducted cash drawer audits. Stepped in as interim Branch Manager from September to December 2018, guiding the branch to full functionality. Achieved an 80% green zone rating for compliance and sales in September 2018.
Personal Banker NMLS 1
Jan 2019 - Sept 2019Manager / Teller Coordinator
May 2018 - Dec 2018

Randstad USA
Nov 2019 - Mar 2021Performed weekly P&L audits to monitor GM performance. Achieved a remarkable talent retention rate of 97% in 2020. Demonstrated expertise as a technical subject matter expert in proprietary software, effectively training and coaching teams during new program rollouts. Spearheaded the development of a comprehensive 20-page process standardization document for a high-volume manufacturing site. Reacted swiftly during the pandemic shutdown by creating COVID-19 protocols and streamlining payroll processes in less than a week. Excelled in payroll and process management roles, while also serving as a high-level operations coordinator across multiple sites. Successfully managed new site implementations and client development initiatives, while also overseeing full-cycle recruitment efforts. Show less
Site Manager / Recruiter
Jan 2020 - Mar 2021Site/Recruiting Coordinator
Nov 2019 - Jan 2020

Precoa
Apr 2021 - Jul 2021Operations/Marketing CoordinatorOperations: Established and maintained professional relationships with Account Managers and cross-collaborative internal groups. Pulled data and managed report subscriptions from report servers (i.e. SSRS, Tableau, CRM). Oversaw and completed weekly lead import processes.Marketing: Created and managed marketing materials, including surveys, flyers, webinars, and landing pages while utilizing programs and platforms for marketing implementation, including but not limited to: Zapier, Canva, Swell, Google Drive, and Miscellaneous external vendor sites. Show less

Kelly
Sept 2021 - Feb 2022Engaged in high-level recruitment initiatives, specializing in staffing for the Finance and Automotive sectors with our key strategic clients. My objective is to uphold operational efficiency and provide top-tier service to fulfill customer requirements, thereby achieving or exceeding business objectives. Played a pivotal role in Kelly's achievements by effectively staffing call center, clerical/administrative, and light industrial roles for our major strategic clients. My responsibilities encompassed candidate sourcing, evaluation, and recommendation for contract employment to client hiring managers. Additionally, I often made hiring decisions on behalf of our clients, all while ensuring strict adherence to EEOC, ADA, and affirmative action regulations.
Specialty Recruiter
Jan 2022 - Feb 2022Commercial Recruiter II
Sept 2021 - Dec 2021

Sierra Space
Feb 2022 - Nov 2022Served as an Interim Project Manager/HR Generalist, spearheading the implementation of SharePoint and Intranet Functions across our organization. Collaborated closely with Executive Stakeholders to craft an internal HR strategy aimed at enhancing the overall employee experience. Managed end-to-end recruitment processes to align with the strategic objectives and operational needs of the business. Successfully filled positions across various departments including Human Resources, Finance, Legal, Payroll, and Travel and Expense. Collaborated on the groundbreaking launch of Dream Chaser into space, pioneering a new era in space exploration.
HR Generalist / Project Manager / SharePoint Administrator
Jul 2022 - Nov 2022Talent Acquisition Partner II
Feb 2022 - Nov 2022

LHH
Nov 2022 - May 2023Associate RecruiterTemporary Associate Recruiter for Acumed | Feb. 2023 - May 2023Temporary Recruiter for Analog Devices Inc. | Nov. 2022 - Dec. 2022

EXPRESS
Jul 2023 - Nov 2023Sales Team Lead - ManagerAs a sales leader, I was dedicated to driving operations both on the sales floor and in the stockroom, all while prioritizing the delivery of exceptional in-store shopping experiences for our customers.My role involved working closely with our talented team, focusing on developing and motivating associates to unlock their full sales potential. I provided ongoing coaching and training to ensure that store associates were equipped to handle floor operations, deliver top-notch customer service, manage stockroom inventory efficiently, and maintain our high standards of execution.I actively participated in executing action plans designed to optimize results, overseeing all aspects of daily store operations. This included ensuring adequate associate coverage to enhance the customer experience, as well as managing merchandise flow, including shipment, replenishment, and omni-channel operations within the store. Show less

Umpqua Bank
Sept 2023 - nowI provide high-touch administrative support for my assigned Talent Acquisition Partner(s) and their line(s) of business and serve as a resourceful contact for candidates and hiring leaders. We take a relationship-based approach to recruitment, and I incorporate this philosophy into every interaction with candidates and hiring leaders. Supporting requisition management, coordinating candidate interviews, reviewing offer letters, and administering pre-employment screenings while simultaneously meeting service level commitments in a fast-paced environment. Show less In my role as a Personal Banker, my primary responsibility is to ensure every customer receives an outstanding experience. I dedicate myself to cultivating both new and existing client relationships by actively listening, discerning their needs through thoughtful questioning, and presenting suitable products and services. When necessary, I collaborate with other departments within the bank, seamlessly referring customers to the appropriate business partners to address their specific requirements. Show less
Human Resources Recruitment Coordinator
Jun 2024 - nowPersonal Banker
Sept 2023 - Jun 2024
Licenses & Certifications

NMLS Certification
Nationwide Multistate Licensing System Oregon- View certificate

Excel 2019 Essential Training
LinkedInFeb 2024 - View certificate

Virtual Recruiting
LinkedInMay 2022 
Notary Public
Oregon Secretary of StateJan 2019- View certificate

SharePoint: Creating Communication Sites
LinkedInJul 2022 - View certificate

Diversity, Equity and Inclusion in the Workplace Certificate
USF Corporate Training and Professional EducationNov 2021 - View certificate

Figuring Out Your Next Move
LinkedInJun 2022 - View certificate

Accessing the Hidden Job Market
LinkedInJun 2022 
Targeted Selection Behavioral Interview Training
DDI | Development Dimensions InternationalFeb 2023- View certificate

SharePoint: Site Customization
LinkedInJul 2022
Volunteer Experience
Co-lead volunteer
Issued by Oregonian Season of Sharing on Dec 2008
Associated with Morgan BensonMissionary
Issued by North American Mission Board on Jul 2010
Associated with Morgan Benson
Languages
- spSpanish
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