Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Volunteer for many different services such as Ronald McDonald House
Additional Information
Timeline
Generic

Elizabeth Kern

North Royalton,OH

Summary

Dynamic and attentive Personal Banker 1 and Lead CSR specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. Personable New Accounts Representative with 30 years' experience in banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Personal Banker 1 - Lead CSR

Fifth Third Bank
06.1993 - 11.2023
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Handled day-to-day customer contact via phones, faxes, and emails.
  • Coached and mentored service representatives to deliver polite, professional customer interactions.
  • Built relationships with customers to encourage repeat business.
  • Communicated with customers and team members to solve problems.

Education

GED -

Strongsville High School
Strongsville, OH
05.1980

Skills

  • Opportunity Identification
  • Customer Service
  • Regulatory Compliance
  • Issues Resolution
  • Financial Product Knowledge
  • Fraud Prevention
  • Banking
  • Relationship Building
  • Transaction Processing
  • Appointment Scheduling
  • Report Generation
  • Account Updating
  • Complaint Resolution
  • Product Knowledge
  • Attention to Detail
  • Loans
  • Financial Statements Preparation
  • Account Maintenance
  • Upselling
  • Financial Advisement
  • Cash Handling
  • Branch Operations
  • Teller Support
  • Professional Appearance
  • Rapport Building
  • Customer Satisfaction

Accomplishments

  • Supervised team of 7 staff members.
  • Achieved positive by completing train the trainer with accuracy and efficiency.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Customer Relations - Earned highest marks for customer satisfaction, company-wide.
  • Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
  • Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.

Certification

  • Personal Banker 1, Fifth Third Bank - 2021 to 2022
  • Certified teller trainer, Fifth Third Bank - 1993 to 2023

Volunteer for many different services such as Ronald McDonald House

Volunteer Services Include: Ronald McDonald House, Diabetes Association, Heart Health Walk, Muscular Dystrophy Association, Susan G Coleman Breast Cancer walk, Local Community Festivals, Den mother for Cub Scouts, Lunch and Recess Aide for my childrens school

Additional Information

Awards and Honors Include: Customer Experience 100% perfect score, Fraud Stopper Award, Personal Best Award, "Make it Happen" recipient of Northeast Ohio, Top Notch Trainer Award, Completion of Team Lead Certification, Certificate of Achievement Award, Pinnacle Award

Timeline

Personal Banker 1 - Lead CSR

Fifth Third Bank
06.1993 - 11.2023

GED -

Strongsville High School
Elizabeth Kern