Kaylyn Potter
Williston,SC
Summary
Relationship Banker at Bank of America with a proven track record in relationship building and customer satisfaction. Expert in sales and cash handling. Excelled excelled in expanding client bases and providing tailored banking solutions. Committed to delivering exceptional service. Consistently consistently resolved customer concerns, enhancing loyalty and trust.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Bank of America
02.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Loan Officer
Republic Finance
11.2017 - 02.2022
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Reviewed customer loan applications to determine eligibility for approvals or denials.
- Cultivated strong customer relationships by providing attentive service and addressing concerns effectively.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Developed strong relationships with customers through high levels of customer service.
- Tracked loan repayments and proactively followed up on delinquent accounts to reduce non-performing assets.
Dental Assistant
Sayer Endodontics
04.2016 - 11.2017
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
- Maintained a clean and sterile work environment to prevent cross-contamination and infection.
- Provided chairside assistance during examinations, improving dentist efficiency and patient satisfaction.
- Performed x-rays safely while adhering to radiation safety guidelines, ensuring high-quality diagnostic images for dentists'' evaluations.
- Prepared and arranged instruments, medications, and required materials for dental procedures.
- Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
- Assisted dentists with complex procedures, ensuring optimal patient care and treatment outcomes.
- Documented patient dental health information, medical history, and vital signs for future reference.
Head Hostess
California Dreaming
02.2015 - 04.2016
- Trained and mentored new staff members to ensure consistent service quality and adherence to restaurant policies.
- Established a welcoming atmosphere by greeting guests promptly and professionally upon arrival.
- Streamlined the seating process for increased efficiency and reduced wait times for guests.
- Coordinated large parties and events, ensuring seamless service from arrival through departure.
- Took reservations by phone and walk-in, keeping scheduling demands, and kitchen output in time to avoid overbooking.
- Monitored seating area and checked restrooms regularly to keep spotless.
Education
Associates In Dental Assisting - Dental Assisting
Augusta Technical College
Augusta, GAHigh School Diploma - General Studies
Lakeside High School
Augusta, GASkills
- Sales Expertise
- Relationship Building and Management
- Conflict Resolution and Negotiation
- Cash Handling
- Attention to Detail
- Time Management
- Active Listening
Timeline
Relationship Banker
Bank of America
02.2022 - Current
Loan Officer
Republic Finance
11.2017 - 02.2022
Dental Assistant
Sayer Endodontics
04.2016 - 11.2017
Head Hostess
California Dreaming
02.2015 - 04.2016
Associates In Dental Assisting - Dental Assisting
Augusta Technical College
High School Diploma - General Studies
Lakeside High School