Karl Kafer
Bellevue
Summary
Dedicated finance professional with a strong foundation in client relationship management, financial solution identification, and operational excellence developed at Bank of America. Adept at engaging clients in deep financial conversations, managing cash and compliance responsibilities, and supporting clients as they work toward achieving their financial goals.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
01.2024 - Current
- Built strong client relationships by assessing financial needs and recommending appropriate banking solutions (checking/savings/CDs, digital tools).
- Executed branch opening and closing procedures in compliance with risk & safety policies.
- Protected confidential client data through strict information handling and compliance with federal regulations.
- Evaluated client financial needs and drove referrals to internal specialists (Business lending, Home Lending, and Merrill Lynch).
- Achieved high customer satisfaction by delivering timely, personalized service to 30+ clients per day.
- Trained and mentored new bankers on best practices in customer service and operational procedures.
Contractor
Leschi Lakeside Property Management
01.2020 - 01.2024
- Coordinated upkeep and maintenance of multiple properties, ensuring optimal presentation and operational readiness.
- Managed time-sensitive tasks and prioritized daily workflow with minimal supervision.
- Communicated with stakeholders to meet expectations for quality and timelines.
Education
Bachelor of Business Administration - Finance Focus
University of Washington
Seattle, WA06.2024
Skills
- Financial Products & Services Knowledge
- Relationship building and management
- Cash Handling & Compliance Procedures
- Loss prevention
- Sales expertise
- Confidential Information Protection
- Team Collaboration & Coordination
Timeline
Relationship Banker
Bank of America
01.2024 - Current
Contractor
Leschi Lakeside Property Management
01.2020 - 01.2024
Bachelor of Business Administration - Finance Focus
University of Washington