Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chasity Calsbeck

Fort Thomas,KY

Summary

Specialist in relationship management and business development within consumer banking. Adept at leveraging financial data analysis to craft customized solutions for clients. Successfully executed financial education initiatives that enhance client loyalty and contribute to long-term growth.

Overview

11
11
years of professional experience

Work History

Senior Banker

PNC Bank
Cincinnati, Ohio
09.2022 - Current
  • Senior Banker (DMLO) with expertise in relationship management, consumer banking, and business development. Consistently delivers exceptional client experiences by identifying financial needs, recommending tailored solutions, and achieving sales and referral goals. Skilled in account management, lending, regulatory compliance, and strengthening client relationships to drive branch growth and customer loyalty.
  • Developed personalized financial solutions to enhance client engagement. through development of tailored financial solutions.
  • Analyzed financial data thoroughly to pinpoint client needs and potential risks.
  • Streamlined loan application processing in collaboration with underwriting teams.

Educated clients on diverse banking products and investment strategies to align with their financial goals.

Retail Sales Manager

Ulta
Cincinnati, Ohio
03.2016 - 09.2022
  • Supervised daily operations and staff performance in a high-volume retail environment.
  • Trained and mentored team members on product knowledge and customer service techniques.
  • Managed inventory levels, ensuring product availability and organization on the sales floor.
  • Conducted staff scheduling and managed payroll within budgetary constraints.
  • Resolved customer issues promptly, maintaining high satisfaction levels in-store experience.
  • Analyzed sales data to identify trends and adjust merchandising strategies accordingly.
  • Created weekly and monthly reports on store performance and sales objectives.
  • Ensured customer satisfaction by handling inquiries, complaints, and returns professionally.

Education

High School Diploma -

Scott High School
Taylor Mill, KY
05-2011

Skills

  • Relationship management
  • Account management
  • Loan processing
  • Risk analysis
  • Financial education
  • Business development
  • Banking operations
  • Wealth management
  • Cross-selling services
  • Sales analysis
  • Business planning
  • Team leadership
  • Staff training
  • Client engagement
  • Problem solving

Timeline

Senior Banker

PNC Bank
09.2022 - Current

Retail Sales Manager

Ulta
03.2016 - 09.2022

High School Diploma -

Scott High School
Chasity Calsbeck