Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Asiana Wilson

Kingston,NY

Summary

Dynamic leader and seasoned banking professional with a proven track record at KeyBank, where I exceeded sales targets by up to 200%. Expert in client relations and portfolio management, I excel in team leadership and compliance, ensuring top-notch service and operational excellence. Skilled in risk management and persuasive techniques, I drive success and foster growth. I am searching for a part-time role in retail where I can apply my experience in customer service.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Banking Professional

KeyBank
Kingston, United States
11.2022 - 02.2025
  • Manage high-net-worth client portfolios, consistently exceeding sales targets by 150%-200%
  • Lead and coach a team, ensuring compliance and seamless operations during manager absence
  • Conduct financial wellness reviews, identifying client needs and optimizing product offerings
  • Onboard and mentor new hires, fostering a collaborative and supportive team environment
  • Participate in leadership programs and community initiatives, enhancing branch reputation
  • Lead high-wealth portfolio management, consistently achieving 150-200% of sales quota, ranking in top 16% of company bankers while mentoring team members and driving client relationships
  • Streamlined financial wellness reviews to identify client needs, implemented strategic solutions, and maintained perfect audit compliance while managing branch operations

Loan Specialist & Mortgage Processor II

M&T Bank
Clifton Park, United States
06.2020 - 11.2022
  • Facilitated borrower communication, resolving mortgage issues, ensuring timely loan closures
  • Enhanced customer satisfaction by guiding clients through the loan process with clear communication
  • Collaborated with team to streamline new loan processes, improving efficiency across the bank
  • Tested and implemented new tasks for Loan Specialist role, contributing to process improvement
  • Reviewed and submitted loan conditions, providing feedback to customers for satisfactory outcomes
  • Streamlined mortgage processing workflow by coordinating between borrowers and loan officers, resolving process bottlenecks and ensuring timely closures
  • Led implementation of new loan specialist procedures, conducting system testing and optimizing workflows for bank-wide process enhancement
  • Review loan conditions for compliance, ensuring all documents meet bank standards
  • Coordinate with underwriters to secure necessary documentation for loan approval
  • Communicate updates to loan officers and borrowers, facilitating smooth transactions
  • Order essential verifications and documents, ensuring timely and accurate processing
  • Successfully deliver loan files to closing, contributing to efficient loan completion
  • Streamlined loan processing workflows by implementing structured document validation protocols, reducing processing time and enhancing compliance accuracy

Kitchen Staff Member

Chipotle
Clifton Park , NY
07.2019 - 02.2021
  • Facilitated efficient communication between kitchen staff and front-of-house teams.
  • Contributed to menu planning by providing input on dish preparation and presentation.
  • Maintained high standards of customer service during high-volume work shifts and fast-paced operations.
  • Maintained cleanliness of work areas throughout shift.
  • Contributed to successful kitchen operations with smooth handling of daily checklists.
  • Supported inventory management by monitoring stock levels and reporting low supplies to the head chef.
  • Washed, peeled and cut fruits and vegetables to prepare for cooking or serving.
  • Inspected dining area prior to opening for any maintenance issues requiring attention.
  • Operated kitchen equipment safely, including dishwashers, blenders, and food processors.
  • Carried out basic cleaning duties such as sweeping floors, washing dishes .
  • Cleaned and sanitized work surfaces, equipment, utensils, dishes, or silverware.
  • Ensured proper storage of food supplies to minimize waste and maintain freshness.
  • Stocked and replenished kitchen supplies and ingredients as needed.
  • Cleaned and sanitized kitchen equipment, utensils and work stations.
  • Followed health and safety guidelines for food preparation and service.
  • Coordinated with kitchen staff to ensure timely preparation and delivery of orders.

Head Teller/Customer Service Representative

Ballston Spa National Bank
Ballston Spa, United States
11.2018 - 06.2020
  • Managed routine transactions and opened various accounts, enhancing customer trust
  • Identified and referred mortgage and investment opportunities, boosting bank's client base
  • Handled cash shipments and maintained confidentiality, ensuring compliance and security
  • Directed calls and managed bank opening/closing, ensuring operational efficiency
  • Exceeded quarterly sales goals through effective product promotion and customer engagement
  • Streamlined daily banking operations handling deposits, withdrawals, and complex transactions while maintaining cash levels above 10k, ensuring optimal service delivery

Sales Associate

Marshalls
Clifton Park, NY
12.2018 - 07.2019
  • Organized store by returning merchandise to proper areas and restocked displays.
  • Processed returns, exchanges, and refunds in accordance with company policies.
  • Restocked shelves as needed to ensure sufficient inventory levels.
  • Used technology resources to assist customers in locating and selecting items.
  • Developed trusting relationships with customers by making personal connections.
  • Maintained cleanliness of store environment including floors, windows, displays.
  • Cleaned shelves, counters and tables to maintain organized store.
  • Placed special orders or called other stores to find desired items.
  • Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
  • Assisted customers with product selection, sizing and styling.
  • Ticketed, arranged and displayed merchandise to promote sales.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Greeted customers to determine wants or needs.
  • Processed credit card transactions quickly and securely.
  • Adhered to company initiatives and achieved established goals.
  • Processed transactions using a point-of-sale system.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Adapted sales strategies based on customer interactions and feedback to improve results.
  • Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
  • Organized stockroom shelves according to size, color or style.
  • Assisted in visual merchandising, creating appealing displays that capture customer interest.
  • Handled customer complaints in a professional manner.
  • Handled returns and exchanges according to company policies.
  • Watched for and recognized security risks and thefts to prevent or handle situations.
  • Maintained up-to-date knowledge of store merchandise and policies.

Sales Associate

Ardene
Albany , NY
11.2015 - 05.2016
  • Organized store by returning merchandise to proper areas and restocked displays.
  • Processed returns, exchanges, and refunds in accordance with company policies.
  • Restocked shelves as needed to ensure sufficient inventory levels.
  • Tracked sales performance metrics to identify trends in market place.
  • Used technology resources to assist customers in locating and selecting items.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Recognized by management for providing exceptional customer service.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Attended weekly team meetings to review performance goals and objectives.
  • Maintained knowledge of sales and promotions, return policies and security practices.
  • Answered incoming telephone calls to provide store, products and services information.
  • Helped customers find specific products, answered questions, and offered product advice.
  • Collected payments and provided accurate change.
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.

Sales Associate

Rue 21
Greenport , NY
11.2014 - 03.2015
  • Managed social media site.
  • Promoted fragrance sales to meet targeted quotas.
  • Organized store by returning merchandise to proper areas and restocked displays.

  • Restocked shelves as needed to ensure sufficient inventory levels.
  • Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
  • Sold various products by explaining unique features and educating customers on proper application or usage.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Organized stockroom shelves according to size, color or style.
  • Assisted in visual merchandising, creating appealing displays that capture customer interest.
  • Recommended, selected and located merchandise based on customer desires.
  • Worked with fellow sales team members to achieve group targets.
  • Handled customer complaints in a professional manner.
  • Handled returns and exchanges according to company policies.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.

Education

Associate Liberal Arts Degree -

Columbia Greene Community College
Hudson, New York
06.2015

High School Diploma -

Hudson High School
Hudson, New York
06.2013

Skills

  • Customer Service

  • Retail loss prevention
  • Upselling
  • Persuasion techniques
  • Store opening and closing
  • Time management
  • Upselling and cross selling
  • Product recommendations
  • Sales strategies
  • Merchandise display
  • Retail store operations
  • Reliable and punctual
  • Professional demeanor
  • Shipment processing
  • Point of sale operation
  • Conflict resolution
  • Hospitality and accommodation
  • Cash handling
  • Outgoing personality
  • Sales
  • Team Leadership
  • Risk Management
  • Compliance
  • Account Management
  • Transaction Processing
  • Team Training
  • Client Relations
  • Leadership Development
  • Notary Public

References

  • Tom Boan, Key Bank, 518-478-4521
  • Kaityln Bryglenson, Key Bank, 845-802-6312
  • Victoria Strange, Key Bank, 917-795-6045

Certification

  • Notary Public

Timeline

Banking Professional

KeyBank
11.2022 - 02.2025

Loan Specialist & Mortgage Processor II

M&T Bank
06.2020 - 11.2022

Kitchen Staff Member

Chipotle
07.2019 - 02.2021

Sales Associate

Marshalls
12.2018 - 07.2019

Head Teller/Customer Service Representative

Ballston Spa National Bank
11.2018 - 06.2020

Sales Associate

Ardene
11.2015 - 05.2016

Sales Associate

Rue 21
11.2014 - 03.2015

Associate Liberal Arts Degree -

Columbia Greene Community College

High School Diploma -

Hudson High School

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Asiana Wilson