Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Katie Tollison

Client Success Representative
Morganton,North Carolina

Summary

Driven and hardworking professional with a proven track record of client service success. Excels at onboarding new client relationships and nurturing existing relationships. Currently looking to leverage advance problem-solving skills to build upon 14+ years of client services experience by transitioning into a support focused role. Excited to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

15
15
years of professional experience
5
5
years of post-secondary education
2
2
Certifications

Work History

Financial Sales Manager II - Assistant Vice President

First Citizens Bank
7 2019 - Current
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Identified new business opportunities through market research and networking events, expanding the company''s client base substantially.
  • Developed incentives, achieving sales targets to increase revenue.
  • Collected data on competitors' pricing and promotions through primary and secondary research techniques.
  • Oversaw financial sales to monitor compliance with legal requirements and company policies.
  • Built strong relationships with clients, leading to increased referrals and repeat business.

Licensed Platform Associate

FIRST CITIZENS INVESTOR SERVICES, INC.
10.2014 - Current
  • I worked as a dual employee with First Citizens Investor Services, while managing on of the largest branches for First Citizens Bank.

Service Manager/LPA

First Citizens Bank
05.2016 - 07.2019
  • I lead a successful retail team as a branch manager of sales and operations
  • I was able to promote many associates and achieve outstanding growth overall.
  • Resolved customer complaints in professional and timely manner.
  • Met with customers to discuss service needs and develop effective and practical solutions.
  • Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.

Financial Services Representative/LPA

First Citizens Bank
10.2013 - 04.2016
  • I obtained my investing licenses and became a dual employee with First Citizens Bank and First Citizens Investor Services.
  • Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.

Teller Supervisor

First Citizens Bank
10.2011 - 10.2013
  • Streamlined teller operations for improved accuracy and efficiency in transaction processing.
  • Improved transaction processing speed with introduction of new financial software, enhancing customer experience.
  • Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.

Teller

First Citizens Bank
03.2010 - 10.2011
  • I assisted clients with their financial needs and made appropriate referrals to my partners.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Education

Bachelor of Science - Banking And Finance; Risk Management And Insurance

Appalachian State University
Boone, NC
05.2004 - 05.2009

Skills

Customer Relationship Management (CRM)

Phone Etiquette

Relationship Banking

Client Relationship Management

Portfolio Management

Competitive Analysis

FINRA registration

Revolving credit programs

Problem-Solving

Certification

Series 6—Investment Company and Variable Contracts Products Representative - FINRA

Timeline

Service Manager/LPA

First Citizens Bank
05.2016 - 07.2019

Licensed Platform Associate

FIRST CITIZENS INVESTOR SERVICES, INC.
10.2014 - Current

Financial Services Representative/LPA

First Citizens Bank
10.2013 - 04.2016

Teller Supervisor

First Citizens Bank
10.2011 - 10.2013

Teller

First Citizens Bank
03.2010 - 10.2011

Bachelor of Science - Banking And Finance; Risk Management And Insurance

Appalachian State University
05.2004 - 05.2009

Financial Sales Manager II - Assistant Vice President

First Citizens Bank
7 2019 - Current

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Katie TollisonClient Success Representative