Kelli Gervy
Independence,MO
Summary
Dynamic Financial Services Representative with United Consumers Credit Union, adept at enhancing client satisfaction through personalized financial advice and strong relationship management. Proven ability to analyze credit applications and cross-sell products, driving revenue growth. Recognized for a strong work ethic and analytical thinking, contributing to team success and client retention.
Overview
9
9
years of professional experience
Work History
Financial Services Representative
United Consumers Credit Union
Independence, MO
09.2016 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
- Led training sessions for new hires on financial products and services, enhancing team knowledge and performance.
Education
Certificate - Certified Nursing Assistant
Fort Osage Tech And Trade
Independence, MO02.2011
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Financial product sales
- Customer relationship building
- Sales goals
- Account maintenance
- Loan applications
- Certificates of deposit
- Teller transactions
- Strong work ethic
- Analytical thinking
- Client relationship building
- Punctual and dependable
- Flexible schedule
- Notary Public
Timeline
Financial Services Representative
United Consumers Credit Union
09.2016 - Current
Certificate - Certified Nursing Assistant
Fort Osage Tech And Trade