Kayla Magee
Petoskey,MI
Summary
Dynamic professional with a proven track record in business development and customer service excellence, notably at Mercantile Bank. Expert in credit assessment and portfolio management, I excel in strategic planning and community relations, driving growth and enhancing client satisfaction. Skilled in navigating banking regulations and fostering long-lasting relationships, my approach combines analytical thinking with a self-motivated nature to deliver results.
Overview
9
9
years of professional experience
Work History
Business Development Banking Officer
Mercantile Bank
Petoskey, MI
02.2024 - Current
- Maintained strict adherence to regulatory guidelines, minimizing compliance risks for the bank.
- Assisted clients with various banking needs, including account openings, loan applications, and financial planning advice.
- Resolved complex customer issues efficiently, ensuring a positive experience for all parties involved.
- Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues.
- Worked closely with colleagues in other departments to ensure seamless delivery of integrated financial solutions for customers.
- Networking inside and outside of working hours, including lots of community involvement.
Personal Banker
Fifth Third Bank
Petoskey, MI
09.2021 - 02.2024
- 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.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Teller
Chase Bank
Petoskey, MI
02.2018 - 01.2020
- Balanced the cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately, while maintaining the security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Administrative Assistant
Firman Irrigation, Llc & Firman Tree Service
Petoskey, MI
02.2016 - 02.2018
- Managed database systems containing customer contact information.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Coordinated catering services for various functions, including sales trainings and department meetings.
- Developed and maintained filing systems for confidential documents and records.
- Composed, edited and typed complex memos and reports with job-related software.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Handled confidential documents in an organized fashion according to established protocol.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Education
High School Diploma -
Petoskey High School
Petoskey, MI05-2009
Some College (No Degree) -
North Central Michigan College
Petoskey, MISkills
- Credit and collections
- Loan processing
- Portfolio management
- Business development
- Credit assessment
- Short sales/note sales
- Financial planning
- Risk mitigation
- Meticulous attention to detail
- Customer Service-oriented
- Analytical thinking
- Project management
- Verbal and written communication
- Best practices
- Administration strength
- Self-motivated nature
- Strategic planning
- Creative thinking
- Community relations
- Staff training
- Banking regulations
- Sales proficiency
- Cross-selling products
- Employee motivation
Affiliations
- Volunteer with Manna Food Pantry and the Northmen Den
- Ambassador of the Petoskey Chamber
- Member of the Zonta group in Petoskey
- Very involved with networking and making connections at events
- Current class of Leadership Little Traverse, put on through the Petoskey and Harbor Springs Chambers
- Grant writing
- Fundraising
- "Teach a child to save" - Teach this class every year
Relationships
- Go above and beyond for customers
- Multiple recognitions for customer service
- Big team player, and believe in encouraging your team and making notice of when someone accomplishes something (even the small detrails)
Accomplishments
- Customer service award
Projects
- With the current class of Leadership Little Traverse, we are raising money to expand egg production as a local non-profit farm, Ziibimijwang. We are raising funds by making a huge presence in the community. Hosting multiple fundraising events.
- With the Zonta group, this was their 52nd year doing a fashion show. I helped with putting it together the night before, helping arrange the silent auction. Also helped with reaching out to businesses to have clothing in the fashion show.
References
References available upon request.
Timeline
Business Development Banking Officer
Mercantile Bank
02.2024 - Current
Personal Banker
Fifth Third Bank
09.2021 - 02.2024
Teller
Chase Bank
02.2018 - 01.2020
Administrative Assistant
Firman Irrigation, Llc & Firman Tree Service
02.2016 - 02.2018
High School Diploma -
Petoskey High School
Some College (No Degree) -
North Central Michigan College
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