Kayla Marriott
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Pricing Associate
Target
01.2022 - 01.2024
- Managed pricing strategies and ensured accurate product pricing, maintaining competitive market positioning.
- Supported inventory management and collaborated with team members to optimize store efficiency.
- Provided exceptional customer service, addressing inquiries and ensuring positive shopping experiences.
Associate Personal Banker
Wells Fargo
03.2024 - Current
- Delivered personalized financial solutions, ensuring regulatory compliance and customer satisfaction.
- Identified cross-selling opportunities, driving revenue growth and achieving sales targets.
- Managed daily risk by providing overrides to tellers, ensuring compliance and mitigating financial risks.
- Acted as a manager, making critical decisions in the absence of supervisory staff.
- Built and maintained strong relationships with district managers, facilitating effective communication and alignment with business goals.
Education
Bachelor of Science - Technology Management
Broward College
Fort Lauderdale, FL05-2025
Associate of Science - Business Management
Broward College
Fort Lauderdale, FL08-2023
Skills
- Data Analysis (SQL, Power BI, Tableau, Excel)
- Technology Management
- Risk Management
- Customer Relationship Management
- Financial Services
- SQL (Structured Query Language)
- Power BI
- Tableau
- Microsoft Excel (Advanced)
- Data Visualization and Reporting
- Banking policies and procedures
- Loan processing
- Microsoft Excel expertise
Certification
- Data Analysis Certification, May 2025
- Technology Management Certification, May 2025
Timeline
Associate Personal Banker
Wells Fargo
03.2024 - Current
Pricing Associate
Target
01.2022 - 01.2024
Associate of Science - Business Management
Broward College
Bachelor of Science - Technology Management
Broward College