Kaelis Worsham

• Compliance Adherence: Ensured strict compliance with banking regulations, privacy policies, and security protocols, demonstrating a commitment to maintaining the integrity of sensitive financial information
• Financial Consultation: Conducted thorough financial consultations to assess customers' needs and goals, providing valuable insights and recommendations to help them achieve their financial aspirations
• Analyzed customer needs to determine appropriate banking services and products
• Maintained detailed records of customer accounts, including deposits and withdrawals, to ensure accuracy in all financial transactions
• Initiated quality financial wellness conversations to add value to customers relationships
• Identified opportunities for process improvement initiatives within the bank's operations team
• Supported branch in achieving individual and team goals while acting in customer's best interest

• Successfully managed cross-functional teams and coordinated end-to-end health testing projects, ensuring timely delivery and seamless execution of testing services to clients
• Effectively managed project budgets, ensuring adherence to

financial parameters while delivering high-quality health testing services that exceeded client expectations

• Monitored and reported on project performance metrics,

showcasing successful project outcomes and generating valuable data for sales pitches and future improvements

• Created compelling sales presentations, proposals, and marketing materials to effectively communicate the features, benefits, and outcomes of health testing services.
• Collaborated closely with cross-functional teams such as IT,

marketing, operations and finance in order to identify solutions

that meet customer needs while maintaining a high level of quality standards.

• Organized resources efficiently by utilizing Agile methodologies such as Scrum, Kanban or XP practices.
• Managed scope creep, identified risks, and developed contingency plans to mitigate them.
• Communicated effectively with executive management regarding progress updates and key milestones achieved during the course of each project.
• Identified project needs such as resources, staff and finances by reviewing project objectives and schedules.
• Monitored costs incurred by project staff to identify budget issues.

• Monitored and reported on project performance metrics, showcasing successful project outcomes and generating valuable data for sales pitches and future improvements
• Created compelling sales presentations, proposals, and marketing materials to effectively communicate the features, benefits, and outcomes of health testing services
• Collaborated closely with cross-functional teams such as IT, marketing, operations and finance in order to identify solutions that meet customer needs while maintaining a high level of quality standards
• Managed scope creep, identified risks and developed contingency plans to mitigate them
• Communicated effectively with executive management regarding progress updates and key milestones achieved during the course of each project
• Identified project needs such as resources, staff and finances by reviewing project objectives and schedules
• Monitored costs incurred by project staff to identify budget issues
• Performance Metrics Achievement: Consistently met or exceeded monthly sales targets, showcasing a strong ability to perform under pressure and drive consistent revenue growth
• Effective Sales Pitch Delivery: Consistently delivered persuasive and customer-focused sales pitches using customer data to personalize sales approaches with clients, resulting in a 20% increase in conversion rates compared to team average
• Crisis Management: Demonstrated composure and problem-solving skills during high-pressure situations, effectively navigating challenging customer interactions to maintain professionalism and achieve sales goals
• Team Collaboration: Collaborated with cross-functional teams to share successful sales strategies and contribute insights for product improvements, fostering a culture of knowledge exchange
• Created detailed reports regarding customer feedback, sales performance, and other metrics as needed
• Utilized effective sales techniques to increase revenue by upselling products and services
• Established strong working relationships with internal stakeholders such as sales representatives, marketing staff., in order to better serve customers' needs

• Conducted periodic surveys of customers to identify areas of improvement in service quality
• Generated ideas for promotional campaigns designed specifically for existing customers
• Drafted customized responses for frequently asked questions from customers regarding products or services offered by the organization
• Helped oversee the daily operations of the store, managing staff and inventory
• Managed daily operations of the store, including scheduling staff, assigning tasks, and overseeing inventory control processes
• Coached and mentored new employees on company policies and procedures
• Tracked store inventories and replenished products according to demand
• Communicated with clients to address questions, concerns, and needs and provide quality customer service
• Utilized knowledge of company products and services to make recommendations and up-sell items according to customer needs
• Oversaw daily financial transactions and managed cash flow to support profitability
• Monitored sales performance to identify potential areas for improvement