Summary
Overview
Work History
Education
Skills
Timeline
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Courtney Yowell

Berger,MO

Summary

Proven track record in client relationship building and compliance management, demonstrated through leading a team at State Farm to achieve President's Club and Million Dollar Round Table status in 2022. Excelled in cross-functional teamwork and problem-solving, significantly enhancing customer loyalty and satisfaction. Skilled in multitasking and fostering a positive atmosphere, ensuring high client retention and repeat business.

Overview

9
9
years of professional experience

Work History

Agent Team Member

State Farm
07.2022 - 08.2024
  • Efficiently managed multiple tasks while ensuring all clients needs were met.
  • Worked in a team setting to hit annual sales goals resulting in our agency achieving President's Club and Million Dollar Round Table in 2022 by identifying sales opportunities and discussing additional products to clients.
  • Effectively resolved client issues, preventing potential escalations and maintaining strong client retention rates.
  • Increased customer loyalty by meeting with clients to discuss and educate them on their needs and preferences.
  • Developed strong relationships with clients, resulting in repeat business and client referrals.

Personal Banking Manager

Citizens Bank
05.2019 - 07.2022
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
  • Established strong relationships with local businesses to promote bank services within the community successfully.
  • Promoted a culture of excellent customer service within the team, resulting in high levels of client satisfaction.
  • Encouraged all employees to learn more and do the best they can for themselves and the clients.
  • Opened accounts, CD's, Safe Deposit Boxes, and ordered all currency for the bank location.

Teller

People’s Savings Bank
06.2015 - 05.2019
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.

Education

Associate of Arts -

East Central College
Union, MO
05.2020

Skills

  • Client Relationship Building
  • Strong negotiation
  • Compliance Management
  • Cross-Functional Teamwork
  • Positive Attitude
  • Problem-Solving
  • Customer service and care
  • Fast Learning
  • Time Management
  • Multitasking
  • Team building

Timeline

Agent Team Member

State Farm
07.2022 - 08.2024

Personal Banking Manager

Citizens Bank
05.2019 - 07.2022

Teller

People’s Savings Bank
06.2015 - 05.2019

Associate of Arts -

East Central College

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Courtney Yowell