Jamie Kuhlman
Enola,PA
Summary
Solid background in client services delivering exceptional support and fostering long-term relationships. Demonstrated expertise in communication and problem-solving, ensuring seamless client experiences and operational success.
Overview
21
21
years of professional experience
Work History
Private Banking Client Services Associate
First National Bank Of Pennsylvania
Harrisburg, PA
05.2018 - 01.2025
- Provided client service support on all account inquiries including loans, online banking, mobile and other electronic banking media.
- Performed research to obtain information concerning products and assisting with the resolution of complaints according to established policies and procedures.
- Engaged in all functions of a consumer loan from the application process to closing the loan.
- Opened private banking depository accounts and provided corresponding client support on deposits and maintenance activities.
- Served as the Escrow Management account specialist for mergers and acquisitions.
- Specialized in opening Estate and Trust accounts while maintaining direct contact with law firms and internal legal departments.
- Maintained all records and cleared associated KYC exceptions promptly.
- Originated wire transfers based on client instructions.
- Assisted in the preparation of various management reports provided for CRM system profile and other inputs.
- Focused on client retention and on-going relationship management with Tier 2 and Tier 3 clients by actively reaching out for periodic touch points with a focus on retention and cross sell opportunities.
- Developed highly empathetic client relationships and earned reputation for exceeding service standards.
- Collaborated with other departments to develop ways to increase customer satisfaction.
- Served as primary point of contact for clients, maintaining open lines of communication and ensuring prompt resolution of inquiries.
- Developed strong rapport with clients, fostering long-term relationships and ensuring repeat business.
Assistant Branch Manager
First National Bank Of Pennsylvania
Harrisburg, PA
11.2009 - 05.2018
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
- Led monthly team meetings focusing on progress updates, goal-setting sessions, best practices sharing and collaborative problemsolving.
- Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.
Buyer/Retail Manager
Sassy
Lemoyne, PA
03.2005 - 11.2009
- Developed strong relationships with suppliers to secure favorable pricing terms and conditions for the company's benefit.
- Forecasted purchasing trends and improved merchandising strategies.
- Ensured timely delivery of products by closely monitoring vendor performance and addressing any issues promptly.
- Participated in trade shows and conferences to stay informed of the latest industry developments and maintain a strong professional network.
- Oversaw purchasing process from initiating requests to finalizing contracts to deliver smooth transaction.
- Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
- Enhanced store appearance by maintaining cleanliness standards and visually appealing displays that showcased products effectively.
Sales Associate
Neiman Marcus
King of Prussia, PA
03.2004 - 10.2004
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations.
- Participated in visual merchandising, creating attractive displays that stimulated customer interest and sales.
- Used in-store system to locate inventory and place special orders for customers.
- Performed cash, card, and check transactions to complete customer purchases.
Education
Bachelor Of Science - Fashion Merchandising
Philadelphia University
Philadelphia, PA05.2002
Skills
- Strong interpersonal skills
- Account management
- Time management
- Attention to detail
- Multitasking
- Customer service excellence
- Conflict resolution
Timeline
Private Banking Client Services Associate
First National Bank Of Pennsylvania
05.2018 - 01.2025
Assistant Branch Manager
First National Bank Of Pennsylvania
11.2009 - 05.2018
Buyer/Retail Manager
Sassy
03.2005 - 11.2009
Sales Associate
Neiman Marcus
03.2004 - 10.2004
Bachelor Of Science - Fashion Merchandising
Philadelphia University