Katerina High
Pinetop,AZ
Summary
Self-directed Personal Banker with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills.
Overview
8
8
years of professional experience
Work History
Personal Banker
PNC Bank
10.2022 - Current
- Trained new hires on customer service policies and procedures.
- Verified customer identity and reviewed documentation for accuracy.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Explained account terms and conditions to customers.
- Met with members to understand goals and recommend solutions to fit specific needs.
Branch Manager
BBVA / PNC Bank
03.2021 - 10.2022
- Assessed employee performance and developed improvement plans.
- Generated financial and operational reports to assist management with business strategy.
- Engaged employees in business processes with positive motivational techniques.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Financial Solutions Consultant I
BBVA USA
05.2020 - 04.2021
- Trained and mentored new personnel hired to fulfill various roles.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Developed and maintained long-term relationships with clients, fostering strong service bonds and encouraging return patronage.
- Enhanced customer satisfaction ratings by resolving issues efficiently.
- Optimized operational productivity and collaborated with staff to share and implement process improvements.
Sales and Service Advisor II
BBVA USA
03.2018 - 05.2020
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Navigated multiple computer systems expertly to handle customers' sales and service needs.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Trained new employees on customer service, money handling and organizing strategies.
Shift Supervisor
Starbucks
11.2014 - 03.2016
- Delivered superior training and leadership to teams to boost performance and help team members achieve performance targets.
- Eliminated customer service issues by quickly resolving disputes and correcting problems.
- Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.
- Engendered customer loyalty by remembering personal preferences and allergy information.
- Trained new employees and delegated daily tasks and responsibilities.
Education
High School Diploma -
Ocean Township High School
Ocean Township, NJSkills
- Staff Training
- Leadership Experience
- Multitasking Abilities
- Customer Loyalty
- Risk Mitigation Strategies
- Employee Development
- Attention to Detail
- Excellent Communication Skills
- Proactive Problem-Solving
Timeline
Personal Banker
PNC Bank
10.2022 - Current
Branch Manager
BBVA / PNC Bank
03.2021 - 10.2022
Financial Solutions Consultant I
BBVA USA
05.2020 - 04.2021
Sales and Service Advisor II
BBVA USA
03.2018 - 05.2020
Shift Supervisor
Starbucks
11.2014 - 03.2016
High School Diploma -
Ocean Township High School
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