Summary
Overview
Work History
Education
Skills
Licensing
Timeline
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Holly Kimsey

Dalton,GA

Summary

Dedicated and result-driven Premier Banker with a proven track record of excellence in delivering top-notch financial services to high-net-worth clients. Possessing extensive experience in wealth management and personalized banking solutions. Known for building long-lasting client relationships and exceeding performance targets. Adept at providing exceptional customer service and driving revenue growth. Eager to leverage expertise and skills to drive business success in a dynamic banking environment.

Overview

Work History

Wells Fargo Bank, N.A.

Dalton, Ga
  • Built lasting relationships with clients through proactive communication and regular followups.
  • Delivered onboarding training sessions for new Premier Bankers, sharing best practices and fostering a culture of excellence within the team.
  • Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
  • Increased referrals from satisfied customers, resulting in new business and revenue growth.
  • Enhanced client experience by promptly addressing concerns or inquiries related to account transactions or service issues.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Wells Fargo Bank, N.A.

Dalton, Ga
  • Maintained and balanced cash drawer daily
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.

Education

Associate of Science - Business Administration 1995

Dalton State College
Dalton, GA

Skills

  • Relationship Management
  • Customer Service
  • Products and Services Knowledge
  • Developing customer relationships
  • Self-motivated nature
  • Account Servicing
  • Risk Mitigation
  • Sales proficiency
  • Building customized solutions
  • Financial advice

Licensing

FINRA LICENSED - Series 6 and 63, Series 66 and Series 7,  Securities Industry Essentials

LICENSED AGENT - Life and Variable

NOTARY PUBLIC - Whitfield county

Timeline

Wells Fargo Bank, N.A.

Dalton, Ga

Wells Fargo Bank, N.A.

Dalton, Ga

Associate of Science - Business Administration 1995

Dalton State College
Holly Kimsey