Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kelli Pappas

Branch Banker III
Shepherdstown,WV

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer 20 plus years of related experience to a challenging position with room for advancement. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

2
2
Certifications
1
1
year of post-secondary education
15
15
years of professional experience

Work History

Relationship Banker

BB&T
Charles Town , WV
06.2006 - Current
  • Evaluated client financial positions and identified most appropriate banking products.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Provided advice on different bank products and financial options.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Education

No Degree -

Carroll Community College
Westminster, MD
08.1997 - 05.1998

Skills

    Consumer banking

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Certification

Notary Public

Timeline

Relationship Banker

BB&T
06.2006 - Current

No Degree -

Carroll Community College
08.1997 - 05.1998
Kelli PappasBranch Banker III