Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
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Kaley Phillips

Jacksonville,FL

Summary

As a highly-motivated and professional Branch Banker Sr., with the desire to take on new challenges, it is my objective to obtain the position of Branch Manager within PNC Bank's organization which will allow me to use my skills to encourage and develop others while significantly contributing to the goals of the organization.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Branch Banker Senior

PNC Bank, NA
Fleming Island, FL
08.2023 - Current
  • Built strong rapport through frequent individualized recommendations for financial products and services with new and existing clients to better serve their financial needs and promote branch loyalty.
  • Trained/Mentored peers throughout my region and surrounding regions on proper procedures, "client obsessed" level customer service, sales techniques, and operational policies.
  • Provided guidance and support to team members regarding problem resolution and customer service issues
  • Implemented new strategies to my team members leading to a stronger sales outcome by driving dedication to appointment quantity.
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Resolved customer issues effectively in order to maintain strong customer relationships.
  • Provided bank leadership in absence of branch manager.

Branch Banker

PNC Bank, NA
Fleming Island, FL
08.2020 - 08.2023
  • Greeted customers, identified customer needs and provided appropriate banking services.
  • Provided guidance to customers on the use of online banking tools and mobile applications.
  • Resolved customer inquiries regarding account balances, fees and other banking issues in a timely manner.
  • Developed relationships with local businesses to increase branch visibility within the community.
  • Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
  • Analyzed customer credit reports to determine eligibility for loans or mortgages.
  • Trained new employees on proper procedures related to customer service, sales techniques and operational policies.
  • Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.

Universal Banker

BBVA
Jacksonville, FL
04.2019 - 08.2020
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Processed deposits, withdrawals, loan payments and other financial transactions.
  • Maintained records of customer interactions and transactions in accordance with bank policies.
  • Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
  • Performed fraud prevention duties by monitoring suspicious activity on customer accounts.

Education

High School Diploma -

Orange Park High School
Orange Park, FL
05-2013

Some College (No Degree) -

Seminole State College of Florida
Sanford, FL

Skills

  • Employee Training Assistance
  • Employee Motivation
  • Developing Customer Relationships
  • Customer Relationship Management
  • Relationship Building
  • Critical Thinking
  • Business Relationship Management
  • Decision-Making
  • Multitasking
  • Active Listening
  • Team building
  • Excellent Communication
  • Branch Operations

Accomplishments

  • The first Banker in North Central to reach Tier 3 in incentive (after BBVA acquisition)
  • Member of the Emerging Leaders Council
  • Peak candidate
  • iLead Nominee 2023
  • Market All Star's Nominee 2024

Affiliations

  • JA Girl of the Day 2023
  • Led the All Saints Fall Garden Project in 2023

Certification

  • Florida Notary

Timeline

Branch Banker Senior

PNC Bank, NA
08.2023 - Current

Branch Banker

PNC Bank, NA
08.2020 - 08.2023

Universal Banker

BBVA
04.2019 - 08.2020

High School Diploma -

Orange Park High School

Some College (No Degree) -

Seminole State College of Florida

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Kaley Phillips