Ashley Lehman
Baker,OR
Summary
Results-driven Client Relationship Consultant with proven expertise in fostering client connections and enhancing satisfaction. Strong problem-solving abilities and attention to detail lead to improved customer retention and loyalty.
Overview
19
19
years of professional experience
Work History
Client Relationship Consultant
USBank
Baker City, OR
08.2024 - Current
- Develop and maintain strong client relationships, ensuring high levels of satisfaction and repeat business.
- Investigate customer inquiries and resolved discrepancies in helpful and timely manner.
- Develop strong product knowledge to provide informed recommendations based on individual customer needs.
- Develop rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Manage daily cash flow, maintaining proper records of all transactions and deposits.
- Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Server
Texas Roadhouse Restaurant
Nampa, ID
11.2023 - 06.2025
- Provided exceptional customer service, ensuring guest satisfaction and repeat visits.
- Handled cash transactions efficiently, maintaining accurate records of sales and tips.
- Resolved customer complaints promptly, enhancing overall dining experience through effective communication.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Increased sales with upselling techniques and thorough knowledge of menu items, specials, and promotions.
Teller
Connections Credit Union
Boise, ID
08.2023 - 11.2023
- Processed customer transactions efficiently and accurately, ensuring compliance with credit union policies.
- Assisted members with account inquiries, providing exceptional customer service and support.
- Managed cash drawer, balancing transactions daily to maintain accuracy and accountability.
- Promoted credit union products and services to enhance member engagement and satisfaction.
Lead Teller
Key Bank
Caldwell, ID
12.2022 - 08.2023
- Oversaw daily branch operations, ensuring compliance with banking regulations and internal policies.
- Mentored and trained new tellers on customer service protocols and transaction processing systems.
- Managed cash handling processes, including balancing drawers and resolving discrepancies efficiently.
- Developed strategies to enhance customer satisfaction through personalized service and problem resolution.
Client Relationship Consultant
USBank
Nampa, ID
11.2017 - 11.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Server/Bartender/Manager
McCall Brewing Company
McCall, ID
09.2007 - 09.2017
- Delivered exceptional customer service, enhancing guest satisfaction and retention.
- Managed multiple tables simultaneously, ensuring timely order delivery and accuracy.
- Collaborated with kitchen staff to fulfill special requests and dietary restrictions efficiently.
- Trained new servers on menu knowledge, service standards, and company policies.
- Assisted in inventory management by monitoring stock levels and placing orders as needed.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Teller
US Bank
McCall, ID
06.2008 - 10.2013
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Education
High School Diploma -
McCall-Donnelly High School
McCall, ID06-2000
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Issue resolution
- Goal setting
- Continuous improvement
- Client engagement
Timeline
Client Relationship Consultant
USBank
08.2024 - Current
Server
Texas Roadhouse Restaurant
11.2023 - 06.2025
Teller
Connections Credit Union
08.2023 - 11.2023
Lead Teller
Key Bank
12.2022 - 08.2023
Client Relationship Consultant
USBank
11.2017 - 11.2022
Teller
US Bank
06.2008 - 10.2013
Server/Bartender/Manager
McCall Brewing Company
09.2007 - 09.2017
High School Diploma -
McCall-Donnelly High School