Kelli Talley
Gates,TN
Summary
Seasoned Relationship Banker with background in retail and commercial banking. Demonstrated strength in building and maintaining client relationships, product promotion, and financial advising. Proven skills in cross-selling bank products and services to fulfill customer needs. Effectively contributed to team success by surpassing sales goals while delivering top-tier customer service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Banker Team Lead
Regions Bank
Ripley, TN
10.2023 - Current
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Developed strategies to increase team productivity and improve customer service levels.
- Trained new staff in relevant processes and procedures.
- Ensured compliance with company policies and procedures throughout the team.
- Monitored team performance against targets, taking corrective action where necessary.
- Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
Sr Relationship Banker
Regions Bank
Ripley, TN
08.2022 - 10.2023
- Provided advice on financial services, such as investments and insurance, to existing customers.
- Conducted financial reviews with clients to identify their current and future needs.
- Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
- Assisted with the development of marketing materials for various banking products and services.
- Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
Financial Relationship Consultant
Regions Bank
Ripley, TN
02.2019 - 08.2022
- Developed strong relationships with customers by understanding their individual needs and goals.
- Prepared loan documents for review and approval by bank management.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
Teller
Regions Bank
Ripley, TN
01.2017 - 02.2019
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
Education
High School Diploma -
Ripley High School
Ripley, TN05-1998
Some College (No Degree) -
Dyersburg State Community College
Dyersburg, TNSkills
- Relationship building and management
- Financial Advising
- Money Handling
- Customer Service-Oriented
- Banking
- Loss Prevention
- Creative Thinking
Certification
- Insurance License
Timeline
Relationship Banker Team Lead
Regions Bank
10.2023 - Current
Sr Relationship Banker
Regions Bank
08.2022 - 10.2023
Financial Relationship Consultant
Regions Bank
02.2019 - 08.2022
Teller
Regions Bank
01.2017 - 02.2019
High School Diploma -
Ripley High School
Some College (No Degree) -
Dyersburg State Community College
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