C. Kelly Whetsell-Fuel

**** ***** ***** **. ******, TX

aday00@r.postjobfree.com

469-***-****

* ***** ********** ** ******** Development and Relationship Management within the financial services industry.

Energetic, self-motivated, personable and excellent interpersonal communication.

Thrive in both independent and collaborative work environments.

Ability to easily grasp and put into practice new ideas, concepts and technologies.

PROFESSIONAL EXPERIENCE:

BTH Bank Jan. 2015 - Current

Business Development Officer – Relationship Manager

Develop new business for this DeNovo Branch in Plano, Frisco, Allen and surrounding areas with extensive calling efforts within the communities.

Generated over $7 million in new business for bank including; small business, commercial, mortgage, home equity/improvement and consumer loans as well as consumer, commercial and business banking accounts.

Responsible for collecting and reviewing borrower’s financial statements, tax returns, and collateral for all loans to verify compliance with the bank’s credit policy.

Created a strong referral base with business owners, brokers, CPAs, financial planners, realtors, attorneys and community organizations.

Enrich client relationships through understanding needs and cross-selling products.

Chase Bank 2011-2015

Personal Banker

Responsible for growing and retaining retail and commercial banking relationships.

Excel in developing new business for the bank through sales of checking and savings accounts, Certificates of Deposits, IRAs and Loans.

Successfully deliver sales and marketing presentations to new and existing clients.

Developed strategic plans and work with cross-functional partners to deliver comprehensive financial needs that result in new business.

Effectively supported excellent shops, surveys and branch audits

Efficiently resolved customer service issues by taking ownership of problems to rectify and limit the bank’s exposure to losses.

Perform teller transactions as needed.

Identified by my District Manager as having leadership potential and was placed in an internal program to become a Branch Manager.

Keep abreast of changing trends within the banking industry through research and ongoing online and classroom training.

Merrill Lynch Financial Management Company 2007-2011

Client Associate

Responsible for opening new accounts, initiating rollovers and account transfers, trades, withdrawals and maintenance requests.

Worked with clients to build quality, long lasting relationships with a strong focus on sales and exceptional customer service.

Daily outbound calling to existing and prospective clients to schedule appointments.

ServePro, Fire and Water Restoration Services 2005-2007

Claims Processor

Responsible for the day-to-day operations including data entry, claims information, call management, typing, filing and mail support, managing reports, and greeting customers in person and by phone.

Documented all restoration bids for claims adjustors.

Submitted and revised claims with the insurance companies.

Scheduled inspection appointments for restoration teams with clients and adjustors.

Distributed marketing materials for major customer and prospect mailings.

EDUCATION:

University of North Texas and Southwest Texas State University

Completed 70 hours credit toward a degree in Psychology.

Additional Education:

Chase Bank - Over 65 hours of training in various sales, service, product training

Organizations:

Plano Chamber of Commerce, Board Member of Women’s Division as of January 2016

Coordinator of bank services at the Plano Conservatory

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