Caeley Valenti

• Handle inbound calls from clients regarding inquiries about their employee stock purchase plans
• Assist participants with login assistance, making sales and trades online, and other account management
• Conduct thorough account reviews and utilize discovery questions to identify additional assets, facilitating referrals to financial advisors
• Persistently manage unresolved service requests, collaborating closely with internal departments and clients to ensure service completion

• Oversee investment and insurance applications through all stages of underwriting
• Create various financial performance reports for clients
• Handle client inquiries and suggestions courteously and professionally
• Work with vendors to set up in-person seminars to help acquire new clients
• Utilize quick and efficient procedures to resolve all client needs
• Proficient in Customer Relationship Manager (CRM) and NetX360 software

• Performed all reconciliations of bank statements and credit card statements across 11 business units
• Streamlined profit and loss statements
• Worked consistently within established timelines

• Coached tellers and financial staff in sales protocols to increase revenue
• Collaborated with managers on performance reports and engagement of new processes

Banker III (2019-2021)

• Mentored other bankers to help growth in career development
• Partnered with manager on employee orienation with 30, 60, and 90 day rounding

Banker II (2018-2019)

• Utilized Workforce Planner to create branch schedules
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
• Responsible for maintaining key business and customer relationships with proactive contact

Banker I (2017-2018)

• Learned and maintained in-depth understanding of product information, providing knowledgeable recommendations
• Responded to customer requests for products, services and company information
• Submitted consumer and business credit applications following strict policies and guidelines
• Balanced ATM and used company troubleshooting to fix machine errors

• Used a handheld terminal to pick groceries for online orders
• Sorted groceries based on location
• Delivered the groceries to the customers
• Answered customer concerns and questions relating to products