Katelyn Mehl
Port St. Lucie
Summary
Analytical and relationship-driven professional with over 10 years of experience in financial services. Proven track record of exceeding performance goals while delivering sound financial guidance in alignment with internal controls, compliance, and audit expectations. Possess a unique front-line perspective on business behaviors, fraud trends and operational risks that can support more effective oversight and risk mitigation efforts. Currently seeking to leverage banking expertise in a dedicated risk-focused role within a culture-focused institution like First Citizens Bank.
Overview
14
14
years of professional experience
Work History
Business Banker
First Citizens Bank
04.2022 - Current
- - Manage a portfolio of commercial clients by assessing business financials and risk profiles to recommend customized solutions in lending, cash management, and deposit services.
- - Partner with Treasury and Lending to ensure product suitability aligns with compliance requirements and internal controls.
- - Identify potential risk exposure and escalate operational or fraud concerns to the appropriate channels, promoting a culture of proactive risk mitigation.
- - Maintain engagement in community organizations including the Florida Institute of Public Accountants (FICPA), expanding network insight into financial reporting and regulatory trends.
- - Contribute to audit readiness through diligent documentation and adherence to policy.
- - Exceeded sales and service goals consistently, while supporting cross-functional initiatives that enhance business process integrity.
Relationship Manager
Bank of America
09.2016 - 04.2022
- - Conducted financial needs assessments to match clients with appropriate lending and investment services while maintaining regulatory compliance and KYC procedures.
- - Coordinated with loan officers and underwriters to ensure full documentation integrity for home equity and business credit applications.
- - Held NMLS certification; advised clients through regulatory disclosures and credit terms.
- - Recognized as a top performer in client satisfaction, partly due to vigilance in fraud prevention and responsible banking practices.
Retail & Luxury Sales Leadership Roles
Yves Saint Laurent & Tommy Hilfiger
01.2011 - 09.2016
- - Managed store operations and staff in high-volume retail environments, with emphasis on loss prevention, policy compliance, and service consistency.
- - Trained new associates in procedures, including those tied to financial handling and reporting accuracy.
Education
Bachelor of Arts (B.A.) - Marketing
St. Bonaventure University
05.2008
Skills
- Risk-Aware Client Advising & Banking Practices
- Financial Analysis & Business Lending
- Regulatory Understanding & Documentation Integrity
- Audit Readiness & Policy Adherence
- Relationship Management & Interdepartmental Collaboration
- Community Engagement & Professional Networking
- Microsoft Excel (Advanced), CRM Systems, Salesforce
Timeline
Business Banker
First Citizens Bank
04.2022 - Current
Relationship Manager
Bank of America
09.2016 - 04.2022
Retail & Luxury Sales Leadership Roles
Yves Saint Laurent & Tommy Hilfiger
01.2011 - 09.2016
Bachelor of Arts (B.A.) - Marketing
St. Bonaventure University
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