Hi, I’m
Kaydi Rouse
Bremerton,WA
Summary
Experienced in the financial services industry, I have played a crucial role at City Bank, honing my skills and knowledge. Expertise lies in building and nurturing strong relationships with customers, ensuring their satisfaction and loyalty. Throughout my career, consistently demonstrated ability to streamline office operations, resulting in notable efficiency improvements. Proven track record of enhancing customer satisfaction, well-equipped to contribute to any organization seeking a dynamic and professional individual.
Overview
9
years of professional experience
Work History
City Bank
Relationship Banker III
08.2024 - Current
Job overview
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Prosperity Bank
Commercial Teller
10.2023 - 08.2024
Job overview
- Executed administrative tasks including document filing, report preparation and customer account record maintenance.
- Ensured compliance with established safety procedures when handling large amounts of money
- Handle buy/sell transactions with LOOMIS, ensuring compliance with bank retention guidelines.
- Listened attentively to customer needs and accurately identified solutions.
- Responded promptly to emails or phone calls from customers regarding account inquiries or concerns
- Maintained compliance with regulatory standards in the banking sector.
Vista Bank
Personal Banker
01.2023 - 10.2023
Job overview
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
Home Style Suites
Personal Assistant to the Managing Director
10.2016 - 01.2023
Job overview
- Answered calls and emails from clients and delivered messages on behalf of executives
- Performed general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work
- Utilized job-related software to prepare invoices, letters, and memos
- Initiated follow-up communications with clients regarding payment status of invoices
Education
Gila Ridge High School
High school diploma
University Overview
Completed coursework towards
Skills
- Leadership
- Conflict resolution
- Collections Actions
- Excellent time management skills
- Rapid 10-key data entry
- Cash Supply Orders
- Active Listening
- Credit analysis
- Documentation review
- Active listening and learning
Accomplishments
• Re-engaged and retained high-value clients who were at risk of leaving due to past negative experiences, restoring trust and strengthening long-term relationships.
• Brought in over $500,000 in new consumer loan relationships through strategic outreach, product knowledge, and personalized financial solutions.
• Earned formal recognition on three separate occasions for exceptional customer service — including within the first month of employment — by consistently going above and beyond to meet client needs.
Timeline
Relationship Banker III
City Bank
08.2024 - Current
Commercial Teller
Prosperity Bank
10.2023 - 08.2024
Personal Banker
Vista Bank
01.2023 - 10.2023
Personal Assistant to the Managing Director
Home Style Suites
10.2016 - 01.2023
Gila Ridge High School
High school diploma
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