Keilly Gillman
Puyallup,WA
Summary
Accomplished Cannabis Business Banking Specialist with a proven track record at Sound Credit Union, showcasing expertise in client service and compliance. Known for de-escalating challenging situations and meticulous attention to detail, I have significantly contributed to maintaining high levels of member satisfaction and account accuracy, while mentoring peers and representing the company at community events.
Overview
6
6
years of professional experience
Work History
Cannabis Business Banking Specialist
Sound Credit Union
Tacoma, Washington
05.2022 - Current
- Everything from the previous position, with more responsibility.
- Only cannabis business banking specialist at Sound Credit Union.
- Maintain annual reviews of cannabis related business (CRB) accounts.
Business Deposit Services Specialist
Sound Credit Union
Tacoma, WA
11.2018 - 05.2022
- Develop and maintain strong relationships with members.
- Set up and maintain Business Online Banking for all business and cannabis accounts, including those with ACH, wires, and Remote Deposit Capture (RDC).
- Ensure proper new account documentation is obtained prior to opening a new cannabis-related business (CRB) account, upon approval, with continued follow-up.
- I daily review multiple reports, check accounts for accuracy, and post transactions.
- Resolved member complaints and inquiries, ensuring high levels of member satisfaction.
- Account maintenance, such as updating personal information, and resolving discrepancies.
- Provide training to new employees in the department.
- Provided support for branches and other departments.
- Participate in community events to represent the credit union.
- Assisted new business members during a merger with business online banking.
- Work directly with the compliance department and the member so their account stays compliant.
Education
Licensed Practical Nurse - Nursing
Clover Park Technical College
Lakewood, WA06-1993
Skills
- Expertise in client service
- De-escalating challenging situations
- Account management
- Attention to detail
- Compliance
- Communication
- Taking accountability
Accomplishments
- Certified Professional Cannabis Banker
- Subject matter expert (SME) and certified mentor
- Certified tester
- "Above and beyond the call of duty" Received twice. For consistently having a positive, can-do attitude, with my 'we've got this' attitude.
- Multiple emails were sent to management regarding my positive attitude, thorough explanations, patience, and consideration, especially with language differences, and providing excellent member service
Timeline
Cannabis Business Banking Specialist
Sound Credit Union
05.2022 - Current
Business Deposit Services Specialist
Sound Credit Union
11.2018 - 05.2022
Licensed Practical Nurse - Nursing
Clover Park Technical College
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