Kaitlyn Barrett
West Des Moines
Summary
Customer focused Retail Relationship Banker with almost 5 years of experience in the banking industry, delivering exceptional customer service and building strong client relationships. Proven ability to quickly learn new systems and processes while adapting to changing environments. Skilled in teamwork and collaboration, contributing to branch goals and enhancing overall customer satisfaction. Committed to identifying client needs and providing tailored financial solutions that drive loyalty and business growth.
Overview
9
9
years of professional experience
2021
2021
years of post-secondary education
Work History
Retail Relationship Banker
BMO
Des Moines
2021.04 - Current
- Assisted customers with account inquiries and banking transactions.
- Educated clients on financial products and services available.
- Developed strong relationships with customers to enhance loyalty.
- Processed loan applications and guided clients through approval steps.
- Collaborated with team members to improve customer service strategies.
- Maintained compliance with banking regulations and internal policies.
- Supported and managed promotional activities to increase bank exposure and reputation in local community.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Developed strong relationships with existing customers through regular follow-up calls.
- Identified and resolved complex client service issues to deliver exceptional customer service.
- Identified opportunities for cross-selling additional products or services based on customer needs.
- Handled cash drawer operations accurately while balancing at the end of the day.
- Participated in community events and workshops to promote bank services and financial literacy.
Shift Leader
Smoothie King
West Des Moines
2017.07 - 2021.04
- Supervised team members during busy shifts to ensure smooth operations.
- Trained new employees on company standards and customer service practices.
- Managed inventory levels and placed orders for supplies as needed.
- Ensured cleanliness and safety standards were maintained throughout the store.
- Assisted in developing promotional campaigns to boost sales and customer engagement.
- Collaborated with management to improve workflow and employee performance.
- Provided exceptional customer service and maintained a positive attitude throughout the shift.
- Delegated work to staff, setting priorities and goals.
- Explained goals and expectations required of trainees.
Education
Valley High School
West Des Moines, IowaSkills
- Customer relationship management
- Loan processing
- Financial product knowledge
- Regulatory compliance
- Sales strategy development
- Cross-selling techniques
- Effective communication
- Customer service excellence
- Team collaboration
- Conflict resolution
- Branch operations
- Teller support
Timeline
Retail Relationship Banker
BMO
2021.04 - Current
Shift Leader
Smoothie King
2017.07 - 2021.04
Valley High School