Bryan Kulp
Rochester,NY
Summary
Relationship-focused with a passion for helping clients achieve their financial goals, seeking to grow within ESL through the Mortgage Origination Development Program. Committed to developing expertise in mortgage origination, financial analysis, and consultative lending while working toward Mortgage Loan Originator licensing.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Relationship Banker
ESL Federal Credit Union
08.2026 - Current
- Provided expert guidance on financial products to meet diverse client needs.
- Advised clients on loan options, helping them navigate complex financial decisions.
- Cultivated strong relationships with clients to enhance customer loyalty and satisfaction.
- Executed daily operational tasks efficiently, ensuring accuracy in transactions and account management.
Audit Specialist
The Healing Connection Inc.
05.2025 - 07.2026
- Identified discrepancies and reported findings to management, facilitating corrective action
- Collaborated with clinical and administrative departments to ensure accuracy in documentation and reporting
- Ensure all auditing processes align with HIPAA and healthcare compliance standards
- Collaborate with clinical and administrative departments to maintain accuracy in documentation and reporting
Personal Banker
Citizens Bank
01.2023 - 05.2025
- Met and exceeded monthly sales goals while maintaining top-tier customer satisfaction
- Provided tailored financial advice to customers, offering products such as checking/savings accounts, loans, and credit cards
- Guided customers in achieving financial goals through customized solutions and digital banking tools, enhancing client satisfaction and loyalty.
- Built strong client relationships through proactive outreach and in-person consultations
- Partnered with branch staff to enhance service delivery and effectively resolve escalated issues, improving overall customer experience.
- Enhanced customer retention by providing seamless service experiences and proactively addressing client needs with efficiency and care.
Bank Teller
Citizens Bank
04.2022 - 01.2023
- Processed customer transactions including deposits and withdrawals, ensuring accuracy and professionalism
- Facilitated bank service promotions and assisted customers with product enrollment for better financial solutions
- Promoted bank services and supported customers with product enrollment
- Cultivated positive customer experiences and loyalty through attentive and courteous service
Education
Business Administration
Monroe Community College
Rochester, NYHigh School Diploma -
Greece Athena High School
Rochester, NY01-2016
Skills
- Relationship Management
- Team Leadership
- Time management
- Multitasking with accuracy
- Attention to detail oriented
- Understanding of federal & state Mortgage laws and regulations
Certification
Mortgage Loan Originator License — In Progress, Studying for SAFE MLO licensing exam through the Nationwide Multistate Licensing System & Registry
Timeline
Relationship Banker
ESL Federal Credit Union
08.2026 - Current
Audit Specialist
The Healing Connection Inc.
05.2025 - 07.2026
Personal Banker
Citizens Bank
01.2023 - 05.2025
Bank Teller
Citizens Bank
04.2022 - 01.2023
Business Administration
Monroe Community College
High School Diploma -
Greece Athena High School