Kayla Farrell
Harrington,DE
Summary
Professionally looking to make a difference in the work area & environment while looking to take care of customers & the needs they are looking to get resolved all while making the best decisions for them & their current situations & lifestyle. I am always looking for new ways of learning techniques that can help myself and also the customers that may need more help in different ways, but also to be able to establish relationships with customers and clients.
Overview
4
4
years of professional experience
Work History
Relationship Banker
M&T BANK
Milford, DE
2023.11 - Current
- While being a relationship banker for the office, I am able to dig deeper into what the customer or client is looking to accomplish or overall wanting to do with their monies and finances. While learning more about the customer I am able to suggest or give more information on IRA's, the difterences of them, CD's, Money Market Accounts and what best fits the client and what they are most comfortable and happy with. Any accounts we need to open if it is Estate Accounts, Trust Accounts or regular checking and savings accounts and any lending that is needed for potential or current needs in life. We are able to discuss different products for them and what best fits their current and future lifestyle. While just beginning to study for lite & health insurance license, I am able to direct clients to our current Financial Advisor and of course sit with each client to make sure they have a familiar face and feel comfortable while speaking about their future and retirement.
- Maintained records of all customer interactions in a secure database system.
- Educated clients about various banking products available at the institution.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
Universal Banker
M&T BANK
2023.04 - 2023.11
- Using the teller line & helping customers with all deposits, withdrawals, any possible disputes needed to be made, as well as stop payments, ordering new debit cards
- Also, while opening up new accounts for customers & any minors that were opening with their parent or guardian
- Informing our customers about our rates on CD's and promotions on credit cards & transfer balances that we offered & submit quick applications for the client.
Teller
M&T BANK
2021.01 - 2023.01
- Working the teller line while taking all transactions for customers, both personal and business wise
- Ran deposits for clients and also withdrawals, taking care of any official checks needed for clients and change orders needed for our business customers in the area.
Education
Business, Accounting
Lake Forest High School
01.2017
Skills
- Customer Service
- Banking skills
- Time management
- Microsoft systems
- Computer literacy
- Strategic thinking
- Recordkeeping requirements
- Relationship building and management
- Financial Planning
- Portfolio Management
- Teller Support
- Project Management
- Creative Thinking
Personal Information
Title: Relationship Banker
Timeline
Relationship Banker
M&T BANK
2023.11 - Current
Universal Banker
M&T BANK
2023.04 - 2023.11
Teller
M&T BANK
2021.01 - 2023.01
Business, Accounting
Lake Forest High School