Kari Reece

NMLS #2212840

• Gathered client debt, credit and income information to determine loan eligibility.
• Stayed abreast of lending regulations, industry trends and market rates.

• Identified businesses' eligibility for Government tax credit programs such as the Employee Retention Credit and the Research and Development Credit
• Gathered documentation, secured contracts, and managed payments for awarded cases to ensure compliance and timely disbursement
• Calculated and processed commissions and partner referrals to accurately reflect business partnerships and revenue generation
• Balanced client accounts and managed banking transactions to maintain financial accuracy and integrity

• Assisted customers with account inquiries and transaction processing, ensuring 99% accuracy in transactions.
• Conducted financial assessments to recommend tailored products that meet customer needs.
• Facilitated opening of new accounts and completed loan document signing at the bank branch.
• Maintained compliance with banking regulations and policies diligently
• Trained new employees on banking procedures, facilitating smoother onboarding and integration into the team.
• Performed balancing of ATM, vault, and cash recycling machines to maintain accurate cash levels.
• Supported tellers by providing necessary approvals and resolving client conflicts during transactions.
• Consistently assess client transactions and interactions for potential threats such as fraud, elder abuse and AML/BSA issues

• Developed sales action plans to enhance employee retention, drive profit, improve customer experience, and achieve lending goals.
• Monitored daily operations of the branch, including staff management, customer service and security protocols.
• Managed daily branch operations and ensured compliance with banking regulations.
• Oversaw cash management processes and resolved discrepancies promptly.
• Processed daily reports on overdraft, client retention, and various ledger accounts to inform branch management decisions.
• Executed daily cash reconciliations to ensure accuracy in financial transaction records.

• Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
• Maintained accurate cash drawer balances throughout shifts.
• Adhered to bank policies and procedures for security compliance.
• Promoted bank services and products to enhance customer engagement.