Keara Gray
Financial Advisor
Burlington,NC
Summary
Dedicated worker, professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Teller Retail Banker
Woodforest Retail Banker
Burlington, NC
06.2021 - 01.2022
- Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Identified and reported suspicious patterns of activity to reduce money laundering.
Caregiver/Mental health nurse
Life At Home
Burlington, NC
11.2019 - 01.2021
- Documented all patient information including service plans, treatment reports, and progress notes.
- Administrated medication to patients according to their physician's instructions.
- Quickly responded to crisis situations when severe mental health and behavioral issues arose.
- Assists residents with activities of daily living, including bathing, dressing, grooming, toileting, transferring and getting to and from activities and meal according to the individual service plan.
Member Relations Specialist/Lead Teller
Florida Central Credit Union
Saint Petersburg, FL
07.2015 - 03.2018
- Managed multiple tellers and provided continued education on branch policies and procedures.
- Responsible for the branch performance and ability to exceed production goals.
- Actively recruited and oversaw training for all new branch employees.
- Trained and coached employee's to foster a team unit and achieve high member service ratings
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
- Preformed basic teller functions to include withdrawals, deposits, loan payments and transfers.
Education
Associate - Arts
Madison High School
09.2006 - 04.2010
AA - Early Childhood Education
Guilford Technical Community College
08.2014 - 06.2016
Skills
Microsoft Excelundefined
Certification
CPR Certification
Timeline
Teller Retail Banker
Woodforest Retail Banker
06.2021 - 01.2022
Caregiver/Mental health nurse
Life At Home
11.2019 - 01.2021
Member Relations Specialist/Lead Teller
Florida Central Credit Union
07.2015 - 03.2018
AA - Early Childhood Education
Guilford Technical Community College
08.2014 - 06.2016
Associate - Arts
Madison High School
09.2006 - 04.2010
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