Julia Kemmerer
Falling Waters,USA
Summary
Dedicated professional with a strong background in office management, customer service and community engagement. I am looking for an opportunity to apply my diverse skills set to your company and give back to my community. Let’s succeed together!
Overview
4
4
years of professional experience
Work History
Senior Relationship Banker (Assistant Branch Manager)
M&T Bank
12.2024 - Current
- Schedule Clear Spring Team based off scheduling Heat Map
- Provide on the spot coaching and feedback to staff
- Train new staff on branch operations and position standards
- Support and maintain branch operations in accordance to compliance
- Lead daily huddles and participate in Weekly roundtable
- Work to grow and retain our retail and business customer relationships
- Onboard new customers and maintain seamless contact for the first 90 days to assess team and product experience.
- Leverage and collaborate with partners, COR experts and M&T resources to service our customers needs in compliance with M&T’s standards and values.
- Focus on deepening customer relationships, identifying customers needs and providing valuable products and solutions.
- Attend Community Events on behalf of M&T Bank
- Educate community through Money Mentor Presentations
Development Coordinator
Boys & Girls Club of Washington County
04.2024 - 12.2024
- Silicate business for organizational campaigns and fundraising efforts-including mass mailings, email marketing, and in person meetings.
- Solely organize and maintain all fundraising committees consisting of 6-10 people
- Facilitate all logistical needs for fundraising event by utilizing the 5 stages of project management
- Developed budgets and P&Ls to track events
- Built proposals for top donors and yearly sponsorships packages
- Report weekly to our leadership team on progress in the development department and every two weeks to our committee members on organizational updates
- Attending community functions to promote our mission in the community and grow our professional network.
- Input data in our donor management system and pull reports consistently to track donor retention while developing new stewardship processes
- Assisted in building out yearly strategic growth plans, and metrics to ensure results.
- Worked with executive leadership to develop social media marketing material centered around campaigns and fundraising events.
Resident Advocate
CASA, Inc.
07.2023 - 04.2024
- Soley managed our donor stewardship process and provided consistent support to our marketing efforts locally.
- Implemented new donor CRM, ran reporting bi weekly, and tracked donations and Gift in Kinds
- Acted as Assistance Director's lead support in fundraising efforts and committee management
- Acted as Office Receptionist twice a week depending on staff needs by answering phones and scheduling appointments for our advocate team
- Collected client intake documents and scheduled clients with counseling team
- Met with clients in the ER to act as emotional support during examinations, talk through community resources and CASA's counseling and shelter programs
- Helped develop CASA, Inc.’s AmeriServ Bank partnership and match savings program, which aids financial empowerment for our clients through educating clients on retail banking products and services.
- Acts as a community outreach liaison by attending events and hosting educational presentations in the community.
Director of First Impressions (Office Manager)
Carson Wealth Management
12.2021 - 07.2023
- Day-to-day responsibilities include directing client calls to the appropriate team members
- Managing the team of six advisors extensive calendars using Outlook.
- Maintained all office equipment and building needs. I lead the office remodel by directing contractors and coordinating work schedules.
- Trained new stakeholders on office procedures and best practices.
- Responsible for client relationship management, which includes selecting and sending personalized gifts for our clientele, keeping track of birthdays and other major life events, and building personal relationships.
- Sent and analyzed all client experience surveys and presented the results to our team monthly.
- Responsible for planning and executing team-building events as well as client-facing events.
- Assist in the social media management of one advisor at our location as well as communicating updates that need to be made across our website and other platforms.
Education
Associates - Business Administration, Major Marketing
Southern New Hampshire University
Online01-2027
Microsoft Excel Level 1 Course - undefined
Hagerstown Community College
Hagerstown, MD03.2022
General Studies - undefined
Spring Mills High School
Martinsburg, WV05.2018
Skills
- Proficiency in Microsoft suites, Google Suite, Salesforce, Workday, Canva, Wordpress, ERM and CCM, Zoom, and WebEx
- Experience in CRM system Management, professional stewardship, Process development, Data management, Staff / Volunteer coordination, and Social Media Marketing And public presentations
- Customer Service-oriented
- Relationship building and management
- Organizational skills
- Team leadership
- Adaptability and flexibility
- Project management
Activities
I volunteer on event planning committees for Brook Lane and The Boys and Girls Club of Washington County. I am a part of the Hagerstown Sunrise Rotary Group. A member of the Washington County Chamber of Commerce: GenNext professional group and currently holds the retail banking seat in the chamber connect group. I currently volunteer for the United Way of Washington County on the United Way Day of Caring. I volunteer at Spring Mills High School, judging science fairs and participating in the mock interviews for juniors.
Timeline
Senior Relationship Banker (Assistant Branch Manager)
M&T Bank
12.2024 - Current
Development Coordinator
Boys & Girls Club of Washington County
04.2024 - 12.2024
Resident Advocate
CASA, Inc.
07.2023 - 04.2024
Director of First Impressions (Office Manager)
Carson Wealth Management
12.2021 - 07.2023
Microsoft Excel Level 1 Course - undefined
Hagerstown Community College
General Studies - undefined
Spring Mills High School
Associates - Business Administration, Major Marketing
Southern New Hampshire University