Akaliah Beene
Bremerton,WA
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
10
10
years of professional experience
Work History
Financial Service Specialist
Kitsap Bank
Bremerton, WA
01.2022 - Current
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Worked with clients and finance companies to find optimal solutions for financing.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Offered competitive commercial banking solutions and retail financing options.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Accepted and processed account payments.
- Carried out day-to-day duties accurately and efficiently.
- Collaborated with team members to achieve target results.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Developed team communications and information for meetings.
Busser
Silver City Restaurant
Silverdale, WA
08.2021 - 10.2021
- Supervise and coordinate activities of dining room staff to ensure that patrons receive prompt and courteous service
- Developed excellent relationships with managers and fellow team members to support team success and positive work environment.
- Organized and cleaned assigned sections by sanitizing and cleaning table, counter and kitchen surfaces.
- Transported dirty utensils, dishes and trays to kitchen to help team stay on top of cleaning.
- Worked well in diverse team settings by partnering with others to complete tasks.
- Trained new staff in bussing and cleaning procedures.
- Checked dining area supplies of linens, wrapped silverware and replenished low stock.
- Monitored dining room inventory and replenished as necessary.
- Assist with preparing and serving food and beverages
- Plan parties or other special events and services.
- Worked quickly, communicated with other staff and always looked for better ways of completing tasks to improve productivity and keep tables ready for incoming guests.
- Kept close eye on customers to quickly spot leaving guests and clear tables for future patrons.
- Pitched in extra hours and helped other staff during unexpected times of high volume to improve seating availability and food delivery to tables.
Financial Wellness Consultant
KEYBANK
Seattle, WA
01.2020 - 05.2021
- Drive financial wellness conversations with clients (both impromptu and through appointment setting); educating them on our products and services and achieving sales goals
- Interacting with people all day in wellness conversations, processing transactions, or greeting clients as they arrive
- Consistently providing exceptional client experience by helping to create a welcoming environment
- Lead key sales initiatives by meeting or exceeding individual sales goals and contributing to the achievement of branch sales goals
- Account opening services to clients
- Researches and responds to client inquiries, verifies account information, resolves client concerns or refers them to management as necessary
- Seek out opportunities to contribute to branch operations while also meeting sales goals
- Canvassing, setting appointments, calling on local businesses and existing book of business
- Accurately quotes rates, terms and programs to meet client consumer lending needs
- Facilitates the end to end process from loan origination to closing for both non real estate and real estate secured lending products
- Develop strong partnerships with colleagues across various lines of business
- Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions
- Vault Branch Teller for 8 Months
- Top Ten FWC for 3 consecutive quarters for the Seattle Area
- Assists branch manager with branch meetings and staff training.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
Hostess
SILVER CITY RESTAURANT AND BREWERY
Silverdale, WA
10.2017 - 08.2018
- Took reservations and to-go orders by phone, answered customer questions and informed of accurate wait times.
- Assigned patrons to tables suitable for needs and restaurant section rotation.
- Cultivated positive guest relations by managing information and orchestrating speedy seating.
- Supported servers, food runners and bussers with keeping dining area ready for every guest.
- Answered customer questions about hours, seating and menu information.
- Documented reservations, alerted servers and managers of large groups and prepared seating.
- Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
- Collected information from arriving customers to seat groups or place them on waitlist.
- Informed servers of newly seated parties for speedy service.
- Monitored front entrance for new guests while assisting servers by taking and delivering drink orders.
- Stayed in open communication with kitchen team to assess cooking times, avoid worker overload and minimize customer dissatisfaction.
- Collaborated with kitchen to inform customers of wait times and answer questions about food.
- Documented reservations and communicated changes to guests.
- Assisted managers with quickly resolving service- and food-related issues.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
Personnel Specialist Second Class
U.S NAVY
Norfolk, VA
04.2012 - 04.2016
- Provide enlisted personnel with information and counseling related to Navy occupations, opportunities for general education and job training, requirements for promotion, and rights and benefits
- Maintain and audit pay and personnel records of military personnel, determine military pay and travel entitlements and deductions
- Prepare the financial/accounting reports related to individual pay and travel transactions and operate associated accounting systems
- Assist enlisted people and their families with special problems or personal hardships
- Maintaining and entering data into Enlisted Service Records
- Gaining personnel to new commands, transferring personnel, preparing personnel for retirement/Fleet
- Reserve
- Preparing all types of separations
- I.D
- Card issuance
- Administers advancement examinations, order advancement examinations and process examination returns as the supervisor
- Maintaining payroll and accounting databases for disbursement and collection of government funds
- Performing travel claim accounting
Receptionist
ANGIE'S DIVINE IMAGE
Bremerton, WA
01.2009 - 04.2012
- Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments
- Greet clients entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations
- Transmit information or documents to customers, using computer, mail, or facsimile machine
- Hear and resolve complaints from customers or the public
- Perform administrative support tasks, such as proofreading, transcribing handwritten information, or operating calculators or computers to work with pay records, invoices, balance sheets, or other documents
- Collect, sort, distribute, or prepare mail, messages, or courier deliveries
- Process and prepare memos, correspondence, travel vouchers, or other documents
- Receive payment and record receipts for services
- Schedule appointments and maintain and update appointment calendars
- Keep a current record of staff members' whereabouts and availability
- Perform duties, such as taking care of plants or straightening magazines to maintain lobby or reception area.
Education
B.A. - Business Administration - Finance
COLUMBIA COLLEGE
A.A - Business Administration
OLYMPIC COLLEGE
A.A - Business Administration
COLLIN COLLEGE
Skills
- Attention to detail and good organizational and analytical skills
- Ability to multi-task
- Ability to work with minimal supervision
- Ability to lead
- Microsoft Word, Office and Excel efficient
- Customer Service Experience
- Professional Appearance and Demeanor
- Loan Originator
- Cash Handling Experience
- Bank Teller Experience
- Strong Written and Verbal Communication Skills
- Accounts Payable and Accounts Receivable
- Wire Transfer
- Loan Application Processing
- Foreign Currency Exchanges
- Customer Transactions
- Solution Optimization
- Managing Wealth
- Safe Deposit Box Oversight
- High Net Worth Individuals Marketing
- Specialist Procedures
- Answering Research Questions
- Customer Relationship Management
- Loan Disbursement
- Financing Options
- Client Needs Assessment
- Data Accuracy
- Customer Service Process Improvement
- Operational Requirements
- Branch Operations
- Teller Auditing
- Fees Knowledge
Timeline
Financial Service Specialist
Kitsap Bank
01.2022 - Current
Busser
Silver City Restaurant
08.2021 - 10.2021
Financial Wellness Consultant
KEYBANK
01.2020 - 05.2021
Hostess
SILVER CITY RESTAURANT AND BREWERY
10.2017 - 08.2018
Personnel Specialist Second Class
U.S NAVY
04.2012 - 04.2016
Receptionist
ANGIE'S DIVINE IMAGE
01.2009 - 04.2012
B.A. - Business Administration - Finance
COLUMBIA COLLEGE
A.A - Business Administration
OLYMPIC COLLEGE
A.A - Business Administration
COLLIN COLLEGE
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