Keirah Loomis
Goal-oriented Sales Professional with expertise in consultative selling and client relationship management in financial services. Builds trust rapidly, aligns solutions with customer objectives, and fosters long-term partnerships. Communicates effectively in fast-paced environments while balancing sales initiatives, service quality, and compliance. Results-driven sales and customer relationship professional with experience in consultative selling, needs-based recommendations, referral generation, and financial services. Skilled at building trust quickly, identifying customer goals, presenting tailored solutions, and strengthening long-term client relationships. Strong communicator who thrives in fast-paced, goal-oriented environments while balancing sales opportunities, service excellence, accuracy, and compliance.
Work History
Universal Banker
1 Year 11 Months· Build trusted client relationships by asking discovery questions, uncovering financial needs, and recommending appropriate products and services.
· Identify sales and referral opportunities through proactive conversations and connect clients with solutions aligned to their short- and long-term goals.
· Explain product features, benefits, digital tools, and account options in clear, customer-focused language to support informed purchasing decisions.
· Strengthen client retention and engagement through personalized follow-up, responsive service, and relationship-focused problem solving.
· Collaborate with bankers and branch leadership to support sales goals, qualified referrals, client experience, and overall branch performance.
· Manage high-volume financial transactions accurately while maintaining banking, security, privacy, and compliance standards.
· Adapt quickly between service, sales, and operational responsibilities in a fast-paced customer-facing environment.
Front Desk Receptionist
1 Year 10 Months- Greeted and assisted visitors, ensuring a welcoming and professional front office environment.
- Managed multi-line phone system, directing calls efficiently to appropriate departments.
- Scheduled appointments and maintained calendars for staff, optimizing daily operations.
- Processed incoming and outgoing mail, ensuring timely distribution within the organization.
Education
High School Diploma
Associate Degree - General Studies
Skills
Accomplishments
Recognized by area leadership for going above and beyond to care for clients and deliver an exceptional customer experience.