Karlee Jankowski
Clovis,NM
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
7
7
years of professional experience
Work History
Client Relations Consultant
US Bank
10.2021 - 11.2023
- Collected customer information and analyzed customer needs to recommend potential products or services to management
- Opened and updated checking and savings accounts and CDs
- Helped branch staff order and ship currency and coin, controlled cash distribution and kept values in line with expected customer demands
- Backed up teller team by handling needs of new and existing customers at main counter.
- Coordinated opening and updating of accounts such as checking, savings and CDs
- Used good cash handling skills and attention to detail to maintain balanced cash box with over 200 transactions per day
- Offered and closed on loan products to existing and prospective customers
- Supplied partners with qualified referrals to boost engagement in areas of investments, mortgages and cash management services
- Maintained detailed and accurate transaction records to meet industry regulatory requirements
- Reached out to prospective customers to identify needs, offer products and schedule consultations.
- Provided ongoing mentorship to 6 junior bankers, building their skills in sales techniques and customer relations management.
- Managed high-value accounts, ensuring exceptional service delivery and exceeding customer expectations.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Accounts Payable Clerk
Bender GMC
06.2020 - 01.2021
- Researched payment issues and outstanding checks
- Coded and processed accurate invoices to obtain timely payments
- Followed up with vendors, managers and other employees to resolve open issues and discrepancies
- Coded and entered invoice data to accurately track invoice status and payments rendered
- Entered invoices into company accounting software, processing as many as 75 per month
- Reviewed customer billing questions and coordinated required documentation to resolve issues
- Processed accounts payable forms, invoices and checks and performed various other bookkeeping functions
- Investigated and resolved discrepancies during account reconciliation process
- Calculated amounts due, interest charges and balances
- Generated financial, accounting or auditing reports and tables to support accounts payable and receivable processes
- Coded transactions according to internal company system to avoid errors
- Updated tracking spreadsheets in Excel to identify trends
- Reviewed and verified journal entries, receipts and tax data to maintain accuracy
- Carried out personal bookkeeping services to reduce workload of senior staff members.
Branch Service Representative
PenFed Credit Union
04.2017 - 04.2020
- Engaged with customers to understand needs, resolve issues and answer product questions
- Remained calm, composed and polite to deescalate aggressive customer behavior
- Served as friendly first point of contact for customer inquiries
- Made informed decisions under stressful circumstances
- Met and exceeded daily service quality and performance goals
- Kept updated on available products, services and promotions
- Upsold and cross-sold add-on purchases to increase sales by 30%
- Completed required paperwork within anticipated timeframes
- Employed marketing tools to reach out to customers on proactive schedule and set appointments for periodic financial reviews
- Recommended banking products and services to members based on individual requirements
- Evaluated consumer loan applications per consumer lending policies and underwriting guidelines to make correct decisions
- Processed and managed member accounts for saving, checking and investment needs
- Supported the teller team by helping with advanced customers and stepping in during busy periods to manage the customer flow
- Collected deposit payments and their fees to complete the setup of new accounts
- Managed bank safety deposit system, issued keys and admitted customers to vault
- Executed wire transfers of funds for customers setting up new accounts
- Helped customers understand available services and select best bank product, such as deposit account or investment strategy.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
- Proactively identified and mitigated risks associated with complex transactions through careful analysis of financial information provided by applicants.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Education
Associate of Applied Science - Business Management
Clovis Community College
Clovis, NM12.2024
Skills
- Opening and closing accounts
- Upselling and cross-selling
- Critical Thinking
- Judgment and Decision Making
- Banking operations support
- Data entry
- Member account management
- Product knowledge
- Decision Making
- Loans
Timeline
Client Relations Consultant
US Bank
10.2021 - 11.2023
Accounts Payable Clerk
Bender GMC
06.2020 - 01.2021
Branch Service Representative
PenFed Credit Union
04.2017 - 04.2020
Associate of Applied Science - Business Management
Clovis Community College