Versatile Banking and Insurance Professional

Melissa Kneece

**********@*******.*** 803-***-**** Newberry, SC

Professional Experience

Licensed Associate Agent

Brian Knight Insurance – Columbia, SC February 2025 – Present

- Licensed insurance agent responsible for selling, binding, and servicing a variety of personal and commercial insurance policies. - Delivered exceptional customer service by answering phones, resolving policy inquiries, processing claims, and assisting clients with coverage options. - Maintained compliance with state regulations and company standards in all transactions. - Built client relationships through consistent communication, follow-ups, and proactive support.

Branch Banker

Truist – Newberry, SC December 2004 – January 2025

- Built and maintained strong customer relationships by delivering personalized financial solutions. Advanced Proficiency with problem resolution and advanced sales techniques. Originated, processed, and managed loan applications, ensuring regulatory compliance and evaluating creditworthiness. - Promoted financial products through needs-based selling and community outreach, contributing to branch sales goals. Supported daily operations and compliance, trained staff, managed cash handling and vault operations. - Led the branch in the manager’s absence leading intereviews and managing risk. Managed workforce scheduling for multiple employee branch. Was involved in cross training to back up and perform all positions in branch. Attended community events and lead branch in community out reach projects - Maintained and monitored the loan portfolio for risk, timely payments, and delinquencies. Responsible for driving branch engagement by leading and motivating teammated. Held weekly meeting with teammates to set expectations for the week ahead and check in where we were in those goals.

Skills

- Customer Service Excellence - Insurance & Loan Origination - Banking & Financial Services - Leadership & Staff Training - Communication & Relationship Building - Time Management & Compliance

Education

High School Diploma Westfield High School – Westfield, MA Graduated: 1994

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