Caitlin Drewes
Downingtown,USA
Summary
A recognized leader with significant experience in building and maintaining strong client relationships by effectively communicating and educating clients. Known for my positive attitude while being detail oriented and efficient. Able to work as a team player or independently. Highly process oriented with the ability to manage multiple initiatives and meet deadlines. A strong work ethic combined with a commitment to excellence in all efforts undertaken.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Private Client Banker
Key Bank
West Chester, PA
05.2025 - Current
- Managed client relationships to enhance satisfaction and retention
- Analyzed account data to identify growth opportunities and risks
- Work closely with advisor to provide expert guidance on investment strategies and market trends
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Attained SIE, Series 6, 63 and Life and Health Licenses
Personal Banker
Key Bank
West Chester, PA
03.2022 - 05.2025
- Build strong client relationships so they understand how to be financially sound through account and portfolio management and FDIC coverage which helps generate referrals and repeat business.
- Engage in proactive sales interactions through cold calls and walk-in traffic
- Maintain technical knowledge of all Key processes, systems, policies and procedures and ensure all peers are adhering.
- Train and guide new employees to be adept on the teller line through balancing and assisting customers.
- Work closely with peers to grow knowledge and understanding of compliance updates and ensure monthly audits are completed on time.
- Ensure that all documents collected for accounts are accurate and compliant to our guidelines
- Create strong partnerships with leaders in Operations, Financial Advisors, Mortgage and Small Business partners.
- Create reports to assist in tracking of sales numbers
- Mentor for the LEAP program to help internal talent grow to new heights
Branch Manager
Key Bank
Pottstown, PA
05.2020 - 03.2022
- Coached, developed and led a team that provided exceptional customer service and created solutions to any customer's financial portfolio.
- Responsible for all small business production through prospecting and attaining new business households.
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
- Ensured all branch staff follows and adheres to compliance of regulatory, security and internal controls.
- Held daily huddles to keep team up to date on new policies and procedures and ensure we are achieving 100% customer satisfaction.
Service Manager/Senior Operations Leader
Wells Fargo Bank
04.2013 - 05.2020
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Completed Risk Reviews at branches in the region.
- Complied with operational regulations, sales and service processes, organization policies and procedures, and completion of identified audit risks opportunities.
- Developed and coached new lead tellers/branch managers in preparation for their audits and compliance policies.
- Researched complex customer transactions to prevent and identify fraudulent activity.
Personal Banker
Wells Fargo Bank
Exton, PA
08.2006 - 04.2013
- Conducted financial assessments to identify client needs and recommend appropriate products.
Education
Bachelors - Business Administration, Marketing, Accounting
La Salle University
Philadelphia, PA05-2003
Skills
- Quality Assurance
- Social Perceptiveness
- Time Management
- Operational Reporting
- Problem Anticipation and Resolution
- Critical Thinking
- Decision Making
- Risk Assessment and Classification
- Relationship Building
- Compliance
- Client acquisition
Certification
- SIE passed March 2025
- Series 6 License -April 2025
- Series 63 License -April 2025
- Life and Health Insurance License -May 2025
Timeline
Private Client Banker
Key Bank
05.2025 - Current
Personal Banker
Key Bank
03.2022 - 05.2025
Branch Manager
Key Bank
05.2020 - 03.2022
Service Manager/Senior Operations Leader
Wells Fargo Bank
04.2013 - 05.2020
Personal Banker
Wells Fargo Bank
08.2006 - 04.2013
Bachelors - Business Administration, Marketing, Accounting
La Salle University