Kailey Reese
Phoenix,AZ
Summary
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo
25175 N Lake Pleasant Pkwy Peoria, AZ 85383
01.2024 - 06.2025
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
- Monitored accuracy of customer information in system.
- Verified customer identity and reviewed documentation for accuracy.
Fraud Prevention Representative
Discover
Phoenix, AZ
08.2021 - 08.2022
- Reviewed flagged transactions to identify potential suspicious activity.
- Communicated with customers and company personnel, utilizing active listening and interpersonal skills.
- Fostered open and constructive communication among team members.
- Enhanced customer trust by promptly addressing their concerns regarding potential fraud incidents and providing recommendations to protect their accounts.
- Educated customers about potential scams, empowering them to take proactive measures in protecting their personal information from unauthorized access or use.
- Ensured protection of customer data through compliance with confidentiality standards.
- Enhanced company reputation for security by vigilantly monitoring transactions for fraudulent activities.
Teacher's Assistant
Valley Child Care and Learning Center
Phoenix, AZ
09.2019 - 02.2020
- Prepared lesson materials, bulletin board displays, exhibits, and demonstrations to assist teachers in classroom preparation.
- Tailored educational resources to accommodate individual learning preferences.
- Cultivated strong connections with students, parents, teachers, and school administrators.
- Kept students safe inside and outside classrooms by proactively monitoring behaviors and tracking student movements, safety hazards, and visitors.
- Created and coordinated age-appropriate enrichment activities to drive social, emotional, and intellectual development.
Server
Red Lobster
Phoenix, AZ
07.2017 - 09.2019
- Greeted customers, answered questions, and recommended specials to increase profits.
- Communicated with hosts, bussers, and kitchen staff to prepare for and serve customers.
- Completed cleaning duties by sweeping and mopping floors, vacuuming carpet, and tidying up server stations.
- Maintained accuracy while handling payments, giving change and printing receipts to customers.
- Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
- Developed strong and lasting resident relationships.
- Answered guest questions regarding menu, food and beverage preparation, recipe ingredients and allergens.
Education
High School Diploma -
Paradise Valley High School
Phoenix, AZ05.2018
Skills
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Fraud prevention
- Attention to detail
- Relationship building and management
- Issues resolution
- Financial advising
- Regulatory compliance
- Opportunity identification
- Professional appearance
- Rapport building
- Cross-selling and upselling
- Active listening
- Time management
- Conflict resolution
Timeline
Personal Banker
Wells Fargo
01.2024 - 06.2025
Fraud Prevention Representative
Discover
08.2021 - 08.2022
Teacher's Assistant
Valley Child Care and Learning Center
09.2019 - 02.2020
Server
Red Lobster
07.2017 - 09.2019
High School Diploma -
Paradise Valley High School