Gregory McKinney
San Diego,CA
Summary
Dynamic and results-oriented professional with 7 years of experience in retail banking operations. Proven track record of delivering exceptional customer service, exceeding sales targets, and ensuring regulatory compliance. Skilled in managing customer relationships, creating and deploying detailed project plans, and providing dynamic presentations. Strong interpersonal and communication skills with a dedication to building long-term client relationships.
Overview
17
17
years of professional experience
Work History
Event Coordinator/Collaboration Consultant
Fruition Consulting
New York, NY
04.2019 - 02.2024
- Oversaw the budgeting process for events to maintain cost efficiency.
- Devised strategies to ensure the smooth execution of events by developing unique themes and concepts.
- Effectively streamlined vendor contract process by organizing paperwork, taking charge of fee negotiations, and ensuring strict adherence to regulatory requirements.
- Managed logistics related to transportation, catering, entertainment, decorations for events.
- Engaged in client consultations to establish event objectives.
Licensed Insurance Agent
WFG Transamerica
San Diego, CA
10.2012 - 12.2016
- Assisted clients in protecting assets by providing coverage option information.
- Maximized effectiveness of selling insurance products through creative approaches.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Personal Banker I
Wells Fargo Bank
San Diego, CA
09.2009 - 06.2012
- Promoted financial products by maintaining excellent service offering knowledge.
- Conducted account openings and closings for clients.
- Delivered quick and efficient assistance to customer queries through various communication channels.
- Achieved proficiency in selling a wide range of banking products such as credit cards, loans, and investments.
- Elevated revenue generation by establishing and maintaining valuable customer relationships through exceptional service.
Lead Teller
Wells Fargo Bank
San Diego, CA
10.2008 - 09.2009
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Audited teller transactions for accuracy prior to submission for processing.
- Ensured accuracy of all cash-related activities including balancing of cash drawers and processing of loan payments.
- Supported team management by overseeing the training of tellers on banking policies and procedures.
- Served as a point of contact for escalated customer inquiries
Teller
Wells Fargo Bank
San Diego, CA
12.2006 - 10.2008
- Provided responsive assistance to customers in relation to inquiries about account balances, transaction history, service charges, and interest rates.
- Responded to customer queries pertaining to bank offerings.
- Increased sales by cross-selling bank products to meet customer needs.
- Identified opportunities for customer referrals to different areas within the bank.
Education
High School Diploma -
The Charter School of San Diego
06.2004
Skills
- Customer Service: Strong communication and interpersonal skills to provide excellent customer service, address inquiries, and resolve issues
- Attention to Detail: Efficiency in processing transactions, managing accounts, and documenting information
- Compliance Knowledge: Understanding of banking regulations and compliance standards to ensure adherence to legal requirements
- Problem-Solving: Ability to identify problems, propose solutions, and resolve issues efficiently
- Time Management: Effective prioritization and organization of tasks to meet deadlines and manage workload efficiently
- Teamwork: Collaboration with colleagues to achieve organizational goals and deliver exceptional service
Timeline
Event Coordinator/Collaboration Consultant
Fruition Consulting
04.2019 - 02.2024
Licensed Insurance Agent
WFG Transamerica
10.2012 - 12.2016
Personal Banker I
Wells Fargo Bank
09.2009 - 06.2012
Lead Teller
Wells Fargo Bank
10.2008 - 09.2009
Teller
Wells Fargo Bank
12.2006 - 10.2008
High School Diploma -
The Charter School of San Diego
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