Kayla Nelson
Lakewood,CO
Summary
Top-performing professional with substantial experience in banking and finance. Reliable and honest person dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Personal Banker
Citywide Banks
06.2022 - Current
- Cross-sold bank products and services to meet customer needs and provide options.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
Universal Banker Floater
Citywide Banks
07.2019 - 06.2022
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Traveled to cover multiple different branches to help with low staffing
- Flexibility to work with different branches and assist where needed
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
Associate Banker
Citywide Banks
08.2018 - 07.2019
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Executed wire transfers, stop payments and account transfers.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
Sales Associate
Chill'd Frozen Yogurt
09.2017 - 07.2018
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Engaged with customers to build rapport and loyalty.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Barista
Starbucks
09.2016 - 08.2017
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Controlled line and crowd with quick, efficient service.
- Cleaned counters, machines, utensils, and seating areas daily.
- Maintained regular and consistent attendance and punctuality.
- Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
- Memorized recipes for specialty coffee beverages and seasonal offerings.
- Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
- Recommended products based on solid understanding of individual customer needs and preferences.
Education
High School Diploma -
Conifer Senior High School
Conifer, CO05.2017
Skills
- Problem Solving
- Customer Retention
- Portfolio Management
- Loan Origination
- Attention to Detail
- Time Management
- Organizational Skills
- Technical Proficiency
- Effective Communication
- Adaptability
- Financial Product Knowledge
- Customer Service
- Organization
Certification
- Notary Public
- ABA Teller Certification
Timeline
Senior Personal Banker
Citywide Banks
06.2022 - Current
Universal Banker Floater
Citywide Banks
07.2019 - 06.2022
Associate Banker
Citywide Banks
08.2018 - 07.2019
Sales Associate
Chill'd Frozen Yogurt
09.2017 - 07.2018
Barista
Starbucks
09.2016 - 08.2017
High School Diploma -
Conifer Senior High School
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