Elizabeth Gray
Indianapolis,IN
Summary
Highly motivated with exceptional communication and leadership skills. Seeking a rewarding opportunity in a progressive organization where I can utilize my expertise.
Overview
8
8
years of professional experience
Work History
Personal Banker
Merchants Bank Of Indiana
08.2022 - 11.2024
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Open accounts in compliance with banks guidelines (Money Markets, Checking, Certificate of Deposit, SDB, etc.)
- Assist with completing daily checklist to ensure bank procedures are being followed.
- Answer calls to assist clients with their financial needs.
- Supported branch manager in daily operations by stepping in during absences or heavy workloads.
- Balanced cash drawers and vault accounts on daily basis
Financial Wellness Consultant
KeyBank
08.2021 - 08.2022
- Conduct Financial Wellness Reviews
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Made daily lead calls to ensure client needs were met.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Cross-sold bank products and services to meet customer needs and provide options.
Senior Vacation Specialist
Bluegreen Vacations
05.2017 - 04.2021
- Developed customized itineraries to meet diverse client needs and preferences, ensuring memorable vacations.
- Managed complex bookings involving multiple destinations, accommodations, activities, and transportation arrangements.
- Enhanced customer satisfaction by providing personalized vacation planning services and tailored recommendations.
- Delivered exceptional customer service throughout the entire vacation planning process from inquiry to post-trip followup.
- Resolved client issues promptly and professionally, maintaining high levels of customer satisfaction.
Education
General Studies / Pre-requisites -
Ivy Tech Community College
01.2012
Diploma -
Arlington High School
01.2009
Skills
- Managerial
- Leadership
- Time management
- Customer Service
- Problem Solving
- Team building
Timeline
Personal Banker
Merchants Bank Of Indiana
08.2022 - 11.2024
Financial Wellness Consultant
KeyBank
08.2021 - 08.2022
Senior Vacation Specialist
Bluegreen Vacations
05.2017 - 04.2021
Diploma -
Arlington High School
General Studies / Pre-requisites -
Ivy Tech Community College
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