Kayla Barnes
Raleigh,NC
Summary
Hello
My name is Kayla Barnes and I am a seasoned Relationship Banker with background in retail and commercial banking. I demonstrate strength in building and maintaining client relationships, product promotion, and financial advising. I have proven skills in cross-selling bank products and services to fulfill customer needs. I will effectively contribute to the teams success by surpassing sales goals while delivering top-tier customer service.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Bank of America
Raleigh, North Carolina
01.2022 - Current
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Attended meetings with other bankers to discuss best practices related to relationship building.
CSR
Bank of America
Raleigh
09.2018 - 01.2022
- Provided customer service support to customers over the phone and by email.
- Handled customer inquiries and complaints in a timely manner.
- Identified customer needs and provided appropriate solutions.
- Participated in team meetings or training sessions when necessary.
- Ensured compliance with applicable laws and regulations for provision of services.
- Adhered to company's established protocols for handling confidential data.
- Managed multiple tasks simultaneously while providing excellent customer service experience.
Car Sales Advisor
Imperio Nissan Irvine
Irvine, California
09.2015 - 11.2017
- Greeted customers and answered questions regarding vehicles.
- Assisted customers in the selection of appropriate vehicle models, packages and options.
- Demonstrated features and benefits of vehicles to potential buyers.
- Negotiated prices and contracts with customers for a mutually beneficial deal.
- Provided advice on financing terms, warranties and insurance coverage options.
- Maintained up-to-date knowledge of new products, services, accessories and pricing strategies.
- Processed paperwork associated with sales transactions such as invoices, titles, registrations and finance agreements.
- Advised clients on the trade-in value of their current car or truck.
- Inspected returned cars for damage before returning them to inventory stock.
- Organized test drives for prospective buyers at various locations around town when requested.
- Conducted follow-up calls to ensure customer satisfaction after purchase or lease agreement was finalized.
Jewelry Sales Associate
Zales The Diamond Store
Waterbury, CT
07.2013 - 08.2015
- Greeted customers and provided excellent customer service.
- Demonstrated product knowledge to answer customer questions and inquiries.
- Maintained an organized and clean store environment, including dusting displays regularly.
- Assisted in the design of custom jewelry pieces for customers.
- Created window displays that showcased new products.
- Performed daily opening and closing procedures such as counting cash drawers and setting alarms.
- Processed payments using point-of-sale systems, credit card machines, and cash registers.
- Received inventory shipments and stocked shelves with merchandise.
- Advised customers on the selection of products based on their needs and preferences.
- Provided accurate information about warranties, pricing, policies.
- Engaged in suggestive selling techniques to increase sales volume.
- Resolved customer complaints in a professional manner.
- Performed basic repairs on jewelry items when needed.
- Facilitated returns or exchanges with minimal disruption to customers.
Education
High School Diploma -
Cheshire High School
Cheshire, CT06-2011
Some College (No Degree) - General Studies
Tunxis Community College
Farmington, CTSome College (No Degree) - General Studies
Irvine Valley College
Irvine, CASkills
- Financial Advising
- Relationship building and management
- Teller background
- Employee Motivation
- Persuasive communication style
- Customer Service-Oriented
- Financial Planning
- Sales expertise
Timeline
Relationship Banker
Bank of America
01.2022 - Current
CSR
Bank of America
09.2018 - 01.2022
Car Sales Advisor
Imperio Nissan Irvine
09.2015 - 11.2017
Jewelry Sales Associate
Zales The Diamond Store
07.2013 - 08.2015
High School Diploma -
Cheshire High School
Some College (No Degree) - General Studies
Tunxis Community College
Some College (No Degree) - General Studies
Irvine Valley College