JUDITH KNIPP
Fremont,OH
Summary
Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance.
Overview
19
19
years of professional experience
Work History
Client Relationship Consultant
US Bank National Association
07.2018 - 02.2024
- Increased new account acquisitions through effective cross-selling of bank products and services.
- Reduced customer wait times by efficiently managing the queue and addressing client concerns promptly.
- Led efforts to implement mobile banking technology at the branch level, increasing client convenience while reducing operational costs.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Provided exceptional customer service by resolving complex issues quickly, earning multiple commendations from satisfied clients.
Assistant Branch Manager
Regions Bank
11.2016 - 07.2018
- Duties included overseeing a staff of 6 tellers, cash audits, coaching and sales of financial and baking products.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Agent
Prudential Insurance Company of America
09.2004 - 11.2016
- Sales of financial and insurance products such as Annuities, Mutual Funds and Long Term Care
- Expanded customer base through effective networking, cold calling, and relationship-building strategies.
- Cultivated strong relationships with industry professionals, leveraging connections to generate referrals and new business opportunities.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
Education
Associate of Applied Science - Marketing and Sales
Terra Community College Napoleon Rd.
Fremont, Ohio05.1997
Skills
- Financial Product Knowledge
- Cross-Selling Abilities
- Loan Processing
- Credit Analysis
- Regulatory Compliance
- Relationship Building
- Client Retention
- Customer Service Excellence
- Professionalism
- Empathy and Understanding
- Effective Communication
- Cash Handling
Accomplishments
Achieved Million Dollar Round Table for 2 years out of the first 4 at Prudential Insurance Company of America
Business Banker Certified
Took a course in different types of business entities to become more fluent in talking with business customers.
Timeline
Client Relationship Consultant
US Bank National Association
07.2018 - 02.2024
Assistant Branch Manager
Regions Bank
11.2016 - 07.2018
Agent
Prudential Insurance Company of America
09.2004 - 11.2016
Associate of Applied Science - Marketing and Sales
Terra Community College Napoleon Rd.