Summary
Overview
Work History
Education
Skills
Timeline
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Hailey Faircloth

Hailey Faircloth

Keizer,OR

Summary

Dynamic Financial Wellness Consultant at KeyBank with a proven track record in relationship building and sales conversion. Leveraged analytical thinking to conduct financial needs assessments, enhancing client loyalty and driving product sales. Skilled in cash handling and compliance, I fostered a collaborative environment that boosted team productivity and client satisfaction.

Overview

12
12
years of professional experience

Work History

Financial Wellness Consultant

KeyBank
02.2022 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
  • Facilitated workshops on financial literacy for clients, empowering them with knowledge for better financial decisions.

Sales Associate

Sally Beauty Supply
04.2018 - 01.2022
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Rotated stock and restocked shelves to maintain product availability and store appearance.
  • Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
  • Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.

Receptionist

Silver Creek Animal Clinic
09.2020 - 02.2021
  • Answered phone promptly and directed incoming calls to correct offices.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Resolved customer problems and complaints.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Maintained confidentiality of information regarding clients and company.

Server

Sonic Drive In
05.2013 - 04.2018
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.


Education

GED -

McNary High School
01-2012

Skills

  • Relationship building
  • Attention to detail
  • Fraud prevention
  • Sales conversion
  • Cash handling
  • Analytical thinking
  • Risk management policies
  • Data entry
  • Organization skills
  • Telephone skills
  • Appointment scheduling
  • Verbal and written communication

Timeline

Financial Wellness Consultant

KeyBank
02.2022 - Current

Receptionist

Silver Creek Animal Clinic
09.2020 - 02.2021

Sales Associate

Sally Beauty Supply
04.2018 - 01.2022

Server

Sonic Drive In
05.2013 - 04.2018

GED -

McNary High School

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Hailey Faircloth