Callie R. Harrington
UT
Summary
Organized and dedicated professional with experience in financial industry. Manage day-to-day operations to deliver seamless service to clients and personnel. Considered valuable and reliable professional skilled in decision-making, team collaboration and leadership.
Overview
14
14
years of professional experience
Work History
Private Bank Associate Team Leader (Idaho/Utah)
Key Bank
Salt Lake City, UT
08.2020 - Current
- Effectively manage risk and rewards for Utah and Idaho KPB departments-adhere to internal policies, federal/state laws and regulations while supporting sales teams in achieving sales goals
- Lead associate team to achieve end to end ownership of client experience through collaboration, coordination, and personal ownership of client activities with sales team
- Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals
- Facilitated training for associates through daily coaching and regular performance appraisals
- Adhere to corporate compliance and audit standards
- Conduct required audits and oversee tests and training to meet risk guidelines
- Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals
- Maintain and understanding and train team members on sales process and client onboarding
- Liaised with risk management, internal audit and employee services departments to direct compliance issues to appropriate channels for investigation and resolution
- Managed practical action plans to respond to audit discoveries and compliance violations
- Managed team of 25 employees, overseeing hiring, training, and professional growth of employees
Operations Leader/Experience Leader
KeyBank
Salt Lake City, UT
12.2015 - 07.2020
- Overseeing operations of 16 branches in Utah
- Effectively consolidated/closed branches to capitalize position in market while minimally affecting clients
- Prepared and completed internal quarterly and annual audits to meet targets
- Complied with and reinforced regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, Privacy Act and Community Reinvestment Act
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications
- Conducted training and compliance meetings for 16 branches
- Act as leader and point of contact for branch operational questions
- Received Red Key Leadership Award March 2019 & March 2020
- Led Utah's Intern Program and Management Associate Program for past 5 years
- Mentor, coach, and train team members
- Balancing general ledgers monthly
- Outlined work plans, assessed resources and determined timelines for projects.
- Inspired team members by fostering positive environment and boosting employee confidence.
Licensed Relationship Manager
HSBC Bank/Key Bank
Eden, NY, Bountiful, UT
03.2008 - 01.2016
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications
- Researched beneficial investment opportunities and made recommendations to clients
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans
- Developed highly empathetic client relationships
- Earned reputation for exceeding sales goals
- Scheduled staffing for multiple branch locations
- Researched and resolved customer issues on personal savings, checking, investments, and lines of credit accounts
- Achieved Signature Circle ranking for top 1% of company in sales
Education
MBA - Business Administration-Leadership Concentration
Southern Southern New Hampshire University
Manchester, NH2017
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH2015
Skills
- Holds Series 6, 63, and Life & Health Insurance Licenses
- Exceptional customer service
- Client acquisition
- Strong communication skills
- Budgeting and forecasting
- Financial analysis
- Compliant with banking laws and regulations
- Top-rated sales performance
- Work flow planning
- Staff training and motivation
- Staff retention
- Team Leadership & Development
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
It’s not what happens to you, but how you reach to it that matters.
Epictetus
Timeline
Private Bank Associate Team Leader (Idaho/Utah)
Key Bank
08.2020 - Current
Operations Leader/Experience Leader
KeyBank
12.2015 - 07.2020
Licensed Relationship Manager
HSBC Bank/Key Bank
03.2008 - 01.2016
MBA - Business Administration-Leadership Concentration
Southern Southern New Hampshire University
Bachelor of Science - Business Administration
Southern New Hampshire University
Similar Profiles
JOHN LIAROSJOHN LIAROS
Sr Service Specialist at Key BankSr Service Specialist at Key Bank
Milky RudecindoMilky Rudecindo
Branch Manager at Key BankBranch Manager at Key Bank
Anthony FinoAnthony Fino
Relationship Manager at Key BankRelationship Manager at Key Bank
Zoe ThalZoe Thal
Customer Service Specialist at Key BankCustomer Service Specialist at Key Bank
Brandon StokerBrandon Stoker
Security Forces Specialist at United States Air Force, USAFSecurity Forces Specialist at United States Air Force, USAF