Kelcy Pruitt
Saint Louis
Summary
Proactive and goal-oriented banking professional with a strong focus on time management and problem-solving. Committed to maintaining optimal security and ensuring customer satisfaction while consistently meeting ambitious sales targets. Swift learner with a keen ability to apply new skills effectively. Dedicated to driving team success and contributing to organizational growth by leveraging these qualities. Well-versed in industry regulations and asset protection strategies, ensuring a solid foundation for success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
10.2023 - Current
- This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
- Designee & supervised branch operations and risk management
- Responsible for overall daily duties/task
- Overseer of business results through formalized management routines and business briefs
- Drives employee engagement through business strategy
- Execution of organizational priorities and time management
Relationship Banker
Chase Bank
05.2023 - 09.2023
- Lead role in delivering exceptional customer experience
- Manage assigned customer and proactively meet with customer
- Make personal connections
- Engage in business relationships along with educating clientele on product knowledge that suits their investment goals
- Strong desire and ability to influence the outcome of product selection
- Consultative action on financial issues and market conditions
- Partner with licensed specialists for specified financial needs
- Build long lasting relationships and develop trust with clientele for their financial services
- Contributing to success of the overall business organization
- Guide and directed business development and management strategies
Customer Success Voice Advocate
Block INC. (Cash App)
12.2021 - 01.2023
- Determining financial solutions for existing and new customers
- Being able to analyze financial data through statements and documentation
- Dispute advisor
- Recommend features to govern customers in the right direction for the future
- Being able to connect and conduct meetings
- Quality driven approach
- Investigation of case work
- Deep diving research in analytics
- Oversee deposits, disputes, financial services, and transactions
- Giving insight to team members while being an example of best practices
- Being responsible over certain projects within our team that highlights over specific issues that can be positively impacted with suggested solutions and execution of plans
- I believe in best quality support to all customers
Retail Sales Consultant
AT&T
09.2017 - 09.2021
Marketing Advisor
MarketSource
09.2017 - 04.2019
Retail Sales Associate
Victoria Secret
12.2016 - 08.2017
Beauty Advisor
Ulta Beauty
05.2016 - 05.2017
Education
Associate degree - Business Management
Art Institute of St. Louis
Saint Charles, MO01.2017
Skills
- Attention to Detail
- Account management
- Analytical and Critical thinking
- Cash Management
- Client prospecting
- Client relationship management
- Forecasting
- Growth strategies
- Influence
- Interpersonal communication
- Microsoft Applications
- Operational Excellence
- Portfolio management
- Presentation
- Problem solving
- Risk mitigation
- Sales
- Team Collaboration
Accomplishments
- Better Money Habits Ambassador
- Officer Tile
- Chairman of Business Integration & Inclusion-BPG MO Chapter
Contact
(314)249-2328, kpruitt97@gmail.com, kelcy.pruitt@bofa.com
Awards And Acknowledgements
- AT&T, Services & Lead Support
- Small Business Certification
Certification
- Better Money Habits Certification Bank of America Dec 2023-
- CBC - Certified Business Consultant
Timeline
Relationship Banker
Bank of America
10.2023 - Current
Relationship Banker
Chase Bank
05.2023 - 09.2023
Customer Success Voice Advocate
Block INC. (Cash App)
12.2021 - 01.2023
Retail Sales Consultant
AT&T
09.2017 - 09.2021
Marketing Advisor
MarketSource
09.2017 - 04.2019
Retail Sales Associate
Victoria Secret
12.2016 - 08.2017
Beauty Advisor
Ulta Beauty
05.2016 - 05.2017
Associate degree - Business Management
Art Institute of St. Louis