Kaleb May
Toledo,United States
Summary
Knowledgeable and dedicated client service professional with extensive experience in banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain client satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
12
12
years of professional experience
Work History
Customer Experience Banker
Huntington National Bank
06.2024 - Current
- Providing excellent customer service and effectively resolving customer issues.
- Being proficient in understanding and educating customers on consumer deposit products.
- Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners.
- Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership.
- Adhering to all operational, security, risk and regulatory policies and procedures.
- Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation.
- Other duties as assigned.
- Developed financial plans tailored to client goals, optimizing investment strategies.
Call Center Specialist
Key Bank
01.2023 - 11.2023
- Responded to client requests for products, services and company information.
- Delivered exceptional client service to every customer by leveraging extensive knowledge of products/services and created welcoming, positive experiences.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Assisted 65+ clients per day providing successful solutions in a polite manner using active listening to ensure client retention.
- Collaborated with internal cross-functional partners to resolve client issues.
- Assisted with client understanding and proficiency with online banking system features.
- Utilized several software applications such as Quest, CST, Zelle, CE Desktop, Workspace, and Microsoft Office simultaneously to resolve client issues.
- Worked independently in a remote working environment.
Lead Teller
Key Bank
11.2021 - 01.2023
- Collaborated with various cross-functional partners to identify and resolve issues for clients.
- Mentored newly hired team members on appropriate responses to client questions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Received car loan, home loan and other payments and posted to accounts.
- Maintained friendly and professional customer interactions to establish rapport with clients and increase satisfaction and loyalty.
- Counted, verified and handled bank deposits and armored car transactions.
- Conducted regular reconciliations and followed up on chargebacks and deposit corrections.
- Received loan and utility payments, sending funds to correct destinations via wire transfers, stop payments, and account transfers.
Package Handler
Amazon
06.2021 - 11.2021
- Used hand-held scanners and physical logs to accurately track item movements.
- Assembled, sealed and loaded packages into correct trucks.
- Followed verbal and written instructions to properly move and ship products.
- Read production orders, work orders, shipping orders and requisitions to determine items to be moved, gathered or distributed.
- Prevented load shifting or damage by using bracing and strapping techniques.
Package Handler
FedEx
05.2018 - 05.2021
- Followed verbal and written instructions to properly move and ship products.
- Removed jams and unblocked conveyor system to maintain flow of goods.
- Alerted supervisors and coworkers of hazards and other issues for quick resolutions.
- Inspected equipment and used troubleshooting approaches to keep machines operational.
- Installed protective devices on or around products to prevent damage during transport.
Cashier
Stein Mart
04.2014 - 05.2018
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Helped customers complete purchases, locate items and join reward programs.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Maintained cash drawer of $300 or more per shift.
- Completed inventory counts and ordered merchandise.
Education
No Degree - Undecided
Eastern Michigan University
Ypsilanti, MIHigh School Diploma -
Whitmer High School
Toledo, OH06.2017
Skills
- Outstanding Active Listening Skills
- Call Center Operations
- Specialist Procedures
- Reading Comprehension
- Cash Handling
- Data Gathering
- Customer Support
- Account Management
- System Documentation
- Client Satisfaction
- Appointment Scheduling
- Microsoft Office
Timeline
Customer Experience Banker
Huntington National Bank
06.2024 - Current
Call Center Specialist
Key Bank
01.2023 - 11.2023
Lead Teller
Key Bank
11.2021 - 01.2023
Package Handler
Amazon
06.2021 - 11.2021
Package Handler
FedEx
05.2018 - 05.2021
Cashier
Stein Mart
04.2014 - 05.2018
No Degree - Undecided
Eastern Michigan University
High School Diploma -
Whitmer High School