Brett Burbank

Experience

• 

  The Church of Jesus Christ of Latter-day Saints

  Jan 2005 - Jan 2007

  Representative

  2005-2006Developed cold-call contacting, time management, and goal-setting skillsTrained 145 volunteers in 4 states on how to be effective proselyters and directly supervised the work of 15-20 volunteers for 7.5 monthsTaught religious principles to people looking to improve their lives

• 

  Frontline Exterminating

  Jan 2008 - Jan 2009

  Developed and expanded customer base by 350 new clients Conducted Primary and Secondary research for sales calls and increased branch revenue $160,000Recognized for being the highest selling sales rep (08 & 09) Door to door residential pest control sales.Worked with clients to customize services suited for their individual needs.

  • Account Manager

    Jan 2008 - Jan 2009

  • Sales

    Jan 2008 - Jan 2009
• 

  Brigham Young University

  Jan 2008 - Apr 2010

  Student

  Tutored students in Financial ManagementDeveloped team leadership skills and a team player mentalityProficient in Microsoft PowerPoint, Excel, Access, and basic HTML formatting

• 

  Incite Marketing

  Oct 2009 - Jan 2012

  Recruited a sales teamManaged, provided training and incentives to achieve sales and personal goals. 2009-2010Trained, managed, and scheduled a team of 25 sales representativesManaged and developed new contractual accounts Conducted market segmentation research through STPProvided oral and written trainings in daily meetingsHeavily involved in recruiting and incentivizing sales teams

  • Sales Manager

    Oct 2009 - Jan 2012

  • Sales Manager

    Oct 2009 - Sept 2010
• 

  Carrick Institute of Education

  Oct 2010 - Mar 2011

  Sales Consultant/Recruiter

  Recruited domestic students to attend College coursesProvided information to the public to enable them to make informed decisions about educational endeavorsInvolved in the problem solving area of customer careManaged work sites to ensure smooth day-to-day operations

• 

  Utah Valley University

  Jan 2012 - May 2013

  Student

  Student

• 

  Thom K. Hall Financial Group

  Oct 2012 - Dec 2012

  Paraplanner- INTERN

  1. Prepared Investment analysis and compiled investment reports.2. Worked with Insurance companies to prepare illustrations (LTC, DI, LI)3. Data entry into eMoney Advisor suite, and the CRM, Redtail4. Sat in on client meetings to more fully understand the client and their needs.

• 

  Scotiabank

  Jul 2013 - Dec 2015

  • Financial Advisor

    Oct 2014 - Dec 2015

  • Personal Banking Officer

    Jul 2013 - Oct 2014
• 

  Northwestern Mutual

  Dec 2013 - Apr 2014

  Advisor's Assistant- INTERN

  1. Be the face of the office when people come in or call in.2. Prepare Insurance Illustrations and Insurance/Investment Reports3. Handle wire tickets on investments4. Process paperwork on investment accounts, and life/disability/LTC.5. Banking information.

• 

  ATB Financial

  Jan 2016 - Aug 2023

  Leader of Business Collateral Management and Payouts and Discharges teams. Focused on proficiency building and cross training teams in a matrix work environment. Built a team member centric experience, while enhancing our customer experience and improving process efficiency.

  • Sr Manager Business Loan Operations

    Dec 2020 - Aug 2023

  • Leader Operations

    Apr 2020 - Dec 2020

  • Sr Manager Sales - Client Care

    Jun 2019 - Mar 2020

  • Assistant Manager

    Oct 2017 - Jun 2019

  • Personal Relationship Manager

    Aug 2017 - Oct 2017

  • Banking Specialist

    Jan 2016 - Jul 2017