Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Katie Tollison

Katie Tollison

Morganton,NC

Summary

Detail-oriented individual with exceptional analytical, communication, and teamwork skills. Proven ability to quickly problem solve and deescalate any difficult situation. Brings positive attitude and commitment to continuous learning and growth. Knowledgeable and dedicated customer service professional with extensive experience in all areas of the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and contributing to the growth of a business.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Financial Sales Manager II - Assistant Vice President

First Citizens Bank
07.2019 - Current
  • I managed a large team in the largest branch in our retail banking area
  • In my five years at this branch, profitability grew and deposits more than doubled through consistent growth
  • I immersed myself into the local community and in return, had great success as I helped others.

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.

Financial Services Representative/LPA

First Citizens Bank
10.2013 - 04.2016
  • I exceeded expectations in my first sales role as I continued to grow my career
  • I obtained my investing licenses and became a dual employee with First Citizens Bank and First Citizens Investor Services.

Teller Supervisor

First Citizens Bank
10.2011 - 10.2013
  • I managed a very successful team as we worked to build relationships with our clients and grow the profitability of our branch.

Teller

First Citizens Bank
03.2010 - 10.2011
  • I assisted clients with their financial needs and made appropriate referrals to my partners.

Education

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

Appalachian State University
Boone, NC
05.2009

Skills

  • Customer Relationship Management (CRM)
  • Complaint resolution
  • Product Knowledge
  • Process Optimization
  • Computer Literacy
  • Microsoft Office Proficiency
  • Phone Etiquette
  • Relationship Banking
  • Client Satisfaction Rating

Certification

  • Series 6—Investment Company and Variable Contracts Products Representative - FINRA
  • Series 63—Uniform Securities Agent - FINRA

Timeline

Financial Sales Manager II - Assistant Vice President

First Citizens Bank
07.2019 - Current

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

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Katie Tollison