Customer Service A Team

KELLY WHEELER

**** **** **** ** ************, Ar. 72801 · 501-***-****

***************@*****.***

PROFILE

Ambition and dedicated professional with extension customer service and communication skills. Self-motivated and works well individually or in a team environment. Technology proficient

EXPERIENCE

JANUARY 2021 – JULY 2021

SR RELATIONSHIP BANKER Simmons Bank

Provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services. Ensure that individual goals are met as a team. Coach transactional associates toward conversation starters and improve referrals. Met exceeded individual goals for most recent 3rd 4th quarter

MARCH 2010 – JANUARY 2021

ASSISTANT BRANCH MANAGER, USBANK

Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers. Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable. Meeting exceeded goals as a team. Working with president of bank on One Road Home. Working with Private Clients to make sure needs are fully met.

March 1998 – March 2010

Assistant Branch Manager, Regions Bank

Oversee staff is cross selling products and services, ensure customer needs are met. Management of staff, team leadership, consumer and business sales/loans, checking accounts, grew pipeline as a team.

EDUCATION

1998

GRADUATED HIGH SCHOOL, atkins

GPA 4. Graduating with honors

2006, University of Pheionix

SKILLS

Cash handling

Customer service

Team leader

Written and verbal communication

NMLS

Computer knowledge

Problem solving

Processing transactions

Loan originator

ACTIVITIES

Working with the president of bank on a program ONE ROAD HOME. Chosen for high award of honors, three time recipient of top banker, board of Net Work Development. Elevating company with target market.

Contact this candidate