Highly motivated Sales Professional with extensive customer service and sales experience. Experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills.
Hi, I’m
Carissa Helton
Account Management
Bennington,NE
Summary
Overview
17
years of professional experience
Work History
First National Bank Of Omaha
Director, Account Management
12.2022 - Current
Job overview
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Optimize large business commercial card programs in areas of efficiency, cost savings, and profitability to the client and the bank.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Collaborated with C-level executives and stakeholders to develop long-term growth plans.
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Enhanced team collaboration through regular communication and goal setting.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Developed targeted presentations for Agent Banks, effectively showcasing the value of our services and products.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Participated in industry events and trade shows to promote products and services.
First National Bank Of Omaha
Commercial Card Sales
08.2019 - 12.2022
Job overview
- Build key relationships with existing bank partners to help provide full suite of payables solutions to their customers
- Responsible to achieve assigned Commercial Card portfolio growth and objectives
- Work with assigned Account Executives to maximize commercial portfolio growth
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Developed and maintained courteous and effective working relationships.
- Identified issues, analyzed information and provided solutions to problems.
First National Bank Of Omaha
Relationship Manager
01.2012 - 08.2019
Job overview
- Develop, grow, and retain key strategic clients through proactive strategic relationship management.
- Drive revenue through planning, development, and execution of customized client growth strategies.
- Optimize large business commercial card programs in areas of efficiency, cost savings, and profitability to the client and the bank.
- Grew top companies from $2.5 Million per year to $40 Million in spend.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Optimize large business commercial card programs in areas of efficiency, cost savings, and profitability to the client and the bank.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Collaborated with C-level executives and stakeholders to develop long-term growth plans.
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Enhanced team collaboration through regular communication and goal setting.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Developed targeted presentations for Agent Banks, effectively showcasing the value of our services and products.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Participated in industry events and trade shows to promote products and services.
First National Bank Of Omaha
Assistant Branch Manager
01.2011 - 01.2012
Job overview
- Coached employees on increasing sales and cross sell opportunities
- Assisted Branch Manager in conducting business and community development activities to generate new branch business and cross-sell opportunities for the bank
- Assisted in the direction of branch office operations in order to meet or exceed annual audits
- Conduct both teller and personal banker duties
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
First National Bank Of Omaha
Personal Banker
01.2007 - 01.2011
Job overview
- Develop and sell customized solutions that provide the best services for customers and maximize cross-selling potential
- Analyze customer financial needs in order to make recommendations and referrals for other services within FNBO such as First National Investments and Planning, and Small Business Banking
- Setting and Meeting quarterly goals
- Assisting of customers with opening Checking accounts, Savings accounts, CD's and IRA's
- Follow up with customers on a daily basis
- Presidents Club 2007, #4 Banker 2008, #4 Banker in 3rd and 4th quarter 2009, #3 Credit Card Producer in 2007 and #2 producer in 4th quarter 2009
- Cross sell between 4.3 and 4.6
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Education
Metro Community CollegeOmaha
University Overview
Skills
- Critical Thinking
- Willing to Learn
- Relationship Building
- Decision Making
- Proactive and Focused
- Team Building Leadership
- Goal Setting
- Attention to Detail
- Goals and performance
- Written and verbal communication
- Product and service sales
- Customer rapport
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Director, Account Management
First National Bank Of Omaha
12.2022 - Current
Commercial Card Sales
First National Bank Of Omaha
08.2019 - 12.2022
Relationship Manager
First National Bank Of Omaha
01.2012 - 08.2019
Assistant Branch Manager
First National Bank Of Omaha
01.2011 - 01.2012
Personal Banker
First National Bank Of Omaha
01.2007 - 01.2011
Metro Community College
Similar Profiles
Leslie FischerLeslie Fischer
Construction Draw Specialist at First National Bank of Omaha- Mortgage DivisionConstruction Draw Specialist at First National Bank of Omaha- Mortgage Division
Richard ZydorowiczRichard Zydorowicz
Branch Manager at First National Bank of Omaha (FNBO)Branch Manager at First National Bank of Omaha (FNBO)
Caitlin KellyCaitlin Kelly
Fraud Analyst II at First National Bank of OmahaFraud Analyst II at First National Bank of Omaha
John ZieglerJohn Ziegler
Fraud and Non-Fraud Investigations Manager at First National Bank of OmahaFraud and Non-Fraud Investigations Manager at First National Bank of Omaha
Andrew LetrickAndrew Letrick
Provider Services Representative at Blue Cross and Blue Shield of NebraskaProvider Services Representative at Blue Cross and Blue Shield of Nebraska