Hannah Welsch
Kihei
Summary
Motivated and skilled at meeting customer needs. Stay on top of demands in fastpaced environments by effectively using slow periods. Maintain organized clean and safe work areas with diligent attention to important details. Demonstrates strengths in customer service and time management strategy and planning. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communication skills with strong background cultivating positive relationships and exceeding goals.
Overview
8
8
years of professional experience
Work History
Banking Consultant
First Hawaiian Bank
Kahului
04.2024 - Current
- Assessed client needs to recommend suitable banking products and services.
- Facilitated account openings and closings for personal and business customers.
- Educated clients on digital banking tools and financial management.
- Identified opportunities for cross-selling of different products within existing client base.
- Assisted customers with opening new accounts and applying for loans or credit cards.
- Reviewed customer portfolios regularly in order to identify any potential risks or opportunities for growth.
- Developed and implemented strategies to improve customer service in the banking sector.
- Provided advice and assistance to customers on financial planning, budgeting, investments, mortgages, loans, insurance and other banking services.
- Provided support in developing policies related to financial management and risk management.
- Generated leads through networking events, referrals and cold calling prospects.
- Advised customers on bank products, services and financial services.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Escrow Assistant
Old Republic Title and Escrow of Hawaii
Wailea
02.2022 - 09.2023
- Opening files, contacting agencies regarding payoffs, homeowner association dues, assessments and liens.
- Reading, revising, and sending out preliminary reports, as well as advising clients on the information within the report.
- Balancing with lenders figures, taking phone calls from clients and providing them with their specific title/escrow needs.
- Inputting figures and dispursing of funds.
Administrative Assistant
Title Smart, Inc.
Forest Lake
10.2020 - 01.2022
- Updated office files daily and kept records organized.
- Developed solid relationships with staff customers and vendors.
- Assisted in planning successful business events using strong organizational skills and problem-solving abilities.
- Supported customers with prompt answers and personalized support for both callers and visitors.
- Delivered exceptional guest relations by welcoming visitors warmly and offering immediate assistance.
Information Desk Assistant
Eagle River Nature Center
Eagle River
03.2020 - 09.2020
- Educated visitors on important outdoor skills while hiking or camping in the wilderness.
- Provided guests with Guided Nature Hikes while answering questions regarding the Chugach state park.
- Educated visitors on the wildlife landscapes and plants native to Alaska.
Head Preschool Teacher
New Creations Child Care and Learning Center
Blaine
08.2017 - 03.2020
- Observed and evaluated students' performance behavior social development and physical health.
- Evaluated and revised lesson plans and course content to facilitate and moderate classroom discussions and student centered learning.
- Protected children from avoidable injuries through effective management of classroom and outside activities.
- Helped children achieve developmentally-appropriate milestones by maintaining supportive and learning-focused environment.
- Collaborated effectively with preschool team members to offer children diverse learning opportunities ample playtime and caring environments critical to early childhood success.
Education
Certificate - Early Childhood Education
The Care Courses School, Inc.
VirginiaHigh School Diploma - General
Nevis High School
Nevis, MinnesotaSkills
- Activity planning
- Time management
- Customer relations
- Communications
- Editing
- Writing
- Detail oriented
- Research and analysis
- Strategy and planning
- Banking product knowledge
- Client needs assessment
- Risk management strategies
- Financial planning advice
- Customer relationship management
- Team collaboration
- Networking skills
- Banking operations
- Wealth management
- Financial advice
- Teller support
- Consultative sales
- Opening accounts
Timeline
Banking Consultant
First Hawaiian Bank
04.2024 - Current
Escrow Assistant
Old Republic Title and Escrow of Hawaii
02.2022 - 09.2023
Administrative Assistant
Title Smart, Inc.
10.2020 - 01.2022
Information Desk Assistant
Eagle River Nature Center
03.2020 - 09.2020
Head Preschool Teacher
New Creations Child Care and Learning Center
08.2017 - 03.2020
Certificate - Early Childhood Education
The Care Courses School, Inc.
High School Diploma - General
Nevis High School