Karyn Baumann
Milwaukee,WI
Summary
Ambitious Customer Service professional offering excellent supervisory and performance-assessment skills. Versed in pacifying dissatisfied customers and utilizing effective listening skills. Proven history of reliability, professionalism and conflict resolution.
Overview
10
10
years of professional experience
Work History
Associated Banker
North Shore Bank
Milwaukee, WI
03.2019 - Current
- Travel to various branches within North Shore Banking group to provide temporary staffing support
- Maximize performance by monitoring daily activities and mentoring team members
- Collaborate with branch staff to achieve sales targets and improve customer satisfaction
- Adapt quickly to different environments and provide seamless customer service
- Train and mentor junior banking staff to maximize performance, efficiency, and compliance.
- Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
- Ensured compliance with banking regulations and procedures in daily operations.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Maintained accurate records of all customer accounts and transactions.
- Cross-sold banking services such as credit cards, insurance policies.
- Assisted customers with account opening and maintenance.
- Assisted in training new employees as needed.
- Participated in team meetings to discuss performance metrics and strategies for improvement.
- Collaborated with other departments within the organization to ensure efficient delivery of services.
- Provided customer service by attending to their inquiries and requests for information.
- Analyzed customer needs and provided appropriate financial solutions.
- Modified, opened and closed customer accounts.
- Reconciled cash and checks against computer records at end of shift.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
- Received incoming wires from other financial institutions into customer accounts.
Inside Sales Associate/ Lead Generation SALES
Coverall
Milwaukee, WI
03.2018 - 02.2019
- Develop and maintain relationships with prospective clients, while focusing on their struggles to tailor sales pitches accordingly
- Conduct in-depth research on target markets and industries to identify potential customers
- Consistently meet or exceed monthly/ quarterly goals and quotas.
- Developed and executed sales strategies to increase revenue and meet customer needs.
- Maintained strong relationships with existing customers through regular contact and follow-up calls.
- Provided timely feedback on customer inquiries, complaints, and requests for information.
- Conducted daily cold calls and emails to potential clients to generate new sales opportunities.
- Generated sales through outbound calling and lead follow-up efforts using scripts and other phone techniques.
- Provided feedback to the product development team on customer needs and market demand.
Customer Service Representative II/ Assistant Manager
Bank Mutual
Milwaukee, WI
12.2014 - 12.2017
- Implemented customer service procedures and best practices
- Maintained a high level of knowledge to provide accurate information and assist customer with inquires
- Collaborated with team members to streamline processes and improve customer service efficiency.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Maintained accurate records of sales transactions using point-of-sale systems.
- Resolved conflicts between team members in an effective manner.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Coordinated with other departments to ensure smooth flow of operations.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Established processes for monitoring customer satisfaction levels.
- Supervised daily operations including scheduling shifts, assigning duties.
- Reviewed completed work to verify consistency, quality, and conformance.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Education
High School Diploma -
South Milwaukee High School
06.1994
Skills
- Microsoft Office Suite
- Team Coaching/ Training
- Multitasking
- Adaptability
- Resilience
- Marketing Research
- Bookkeeping
- Exceptional communication
- Team Management
- Goal-Oriented
- Data Analysis
- Strong Time Management
- Banking regulations
- Investment strategies
- Financial Planning
- Sales proficiency
- Customer Service
- Product Promotion
- Cross-Selling and Partner Referrals
- Prospect Calling
- Bank Sales
- Financial Institution Regulations
- Consumer Banking
- Closing procedures
- Products and Services Knowledge
- Employee Training Assistance
- New Account Setup
- Teller Support
- Employee Scheduling
- Task Delegation
- Operations Management
- Workload Management
- Employee performance evaluation
- Problem-Solving
- Goal Setting
- Team Collaboration
- Cold calling expertise
- Telephone sales
- Attention to Detail
- Consultative Sales Approach
- Opportunity Identification
Linkedinprofile
https://www.linkedin.com/in/karyn-baumann-27612624a/
Timeline
Associated Banker
North Shore Bank
03.2019 - Current
Inside Sales Associate/ Lead Generation SALES
Coverall
03.2018 - 02.2019
Customer Service Representative II/ Assistant Manager
Bank Mutual
12.2014 - 12.2017
High School Diploma -
South Milwaukee High School
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