Summary
Overview
Work History
Education
Skills
Accomplishments
Training And Certificates
Volunteer Experience
References
Timeline
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Kalli Cote

Kalli Cote

New Sweden,ME

Summary

Highly experienced and successful branch management professional with a proven track record of increasing sales, customer satisfaction, and customer loyalty. Experienced in developing and leading highly effective teams, as well as creating and executing strategic plans. Committed to delivering exceptional customer service and achieving corporate objectives. Aiming to leverage my skills to have a greater impact across the KeyBank network by providing support to branch teammates while building and developing a top performing team.

Overview

9
9
years of professional experience

Work History

Branch Manager

KeyBank
11.2020 - Current


  • Lead and developed a diverse and top performing team by evaluating employee performance regularly through coaching and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Boost branch sales by developing and deepening customer loyalty through building relationships and adding value to every interaction
  • Uncover and resolve strategic and tactical issues impacting client experience, sales management, and business operations
  • Collaborate and support fellow teammates in navigating and utilizing Key systems and tools
  • Relative experience in all aspects of the Branch Manager (and Personal Banker) job description as described by KeyBank
  • Adherence and enhanced understanding of operational, risk, compliance, fraud, and loss standards.

Personal Banker

KeyBank
05.2016 - 11.2020
  • Develop new and current client relationships while meeting and exceeding sales goals and referring to business partners
  • Report to and assist Branch Manager in retaining existing clients and supporting growth of profitable client relationships through sales of deposit, credit, and investment products
  • Identify and resolve complex client service issues
  • Execute Key's branch playbook with confidence
  • Assist in training, developing, and supporting team member growth in knowledge and skills
  • Monitor branch activities reporting, financial wellness and outcomes reporting, along with tracking branch and individual production goals and performance metrics.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

Executive Assistant

Northern Maine Oral & Facial Surgery
03.2015 - 02.2016
  • Managed the Dr.'s personal and business schedule, creating travel arrangements and itineraries
  • Researched, implemented, and integrated the installation of new medical equipment and a cloud-based Practice Management Software
  • Maintained time-sensitive licensing, certifications, and training requirements for multiple organizations and staff
  • Responsible for all banking transactions for over 10 different accounts
  • Managed accounts payable for nearly 10 different organizations by communicating with vendors and CFO while cutting costs for services
  • Created policies and procedures and documented many Quality Assurance Performance and Improvement statistics
  • I created and maintained over 30 employee human resources files
  • Processed payroll checks and verified vacation and benefits.

Education

Bachelor of Arts - Business Administration

University of Maine at Presque Isle

Skills

  • Advanced in Microsoft Office programs
  • Self-motivated and strong work ethic
  • Fast typist (WPM: > 70)
  • Strong written, verbal, and interpersonal communication
  • Multi-tasking & problem solving
  • Product Sales
  • Notary Public
  • Excellent time management skills
  • Coaching, Mentoring, & Employee Develoment
  • Client Relationship Management
  • Decision-Making
  • Training and Development

Accomplishments

    - Signature Circle Award Winner 2021 & 2022

    - Vice President

    -Leadership Development Council Member 2023 & 2024


Training And Certificates


  • American Bankers Association Personal Banker Certificate, January 2019
  • KeyBank Leadership Excellence Acceleration Program (LEAP) Banker to Branch Manager, January 2020-November 2020

Volunteer Experience

  • Momentum Aroostook, Board Member, 2022-2023
  • Limestone Chamber of Commerce, Board Member, 2013-2017
  • Teddy Bear Picnic, Co-chair, 2014-2015
  • Chili Cook-off, Chairperson, 2016-2017
  • Aroostook Aspirations Initiative, Heidi's Hope Serve-a-thon Project Coordinator, January 2014-October 2014

References

  • Kelley Syphers, Area Retail Leader, KeyBank, (207) 990-2173, kelley_syphers@keybank.com
  • McKenzie Roy-Hafford, Branch Manager, KeyBank, (207) 436-3019, mckenzie_g_roy@keybank.com
  • Bryan Thompson, Partner, Thompson Hamel, LLC, (207) 764-3302, bthompson@thompsonhamelll.com
  • Christina Davis, Experience Leader, KeyBank, (207) 729-2632, christina_davis@keybank.com

Timeline

Branch Manager

KeyBank
11.2020 - Current

Personal Banker

KeyBank
05.2016 - 11.2020

Executive Assistant

Northern Maine Oral & Facial Surgery
03.2015 - 02.2016

Bachelor of Arts - Business Administration

University of Maine at Presque Isle

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Kalli Cote