Kelli Southard
North Las Vegas,NV
Summary
Dynamic customer service professional with extensive experience at Zions Bancorporation, excelling in problem resolution and client relationship management. Proven track record of enhancing customer satisfaction through effective communication and training initiatives. Skilled in CRM software and team collaboration, consistently delivering tailored financial solutions to meet diverse client needs.
Overview
23
23
years of professional experience
Work History
Customer Service Associate III
Zions Bancorporation
Las Vegas
10.2002 - 03.2026
- Provided exceptional customer support through effective communication and problem-solving skills.
- Managed customer inquiries using CRM software to ensure timely responses and accurate information.
- Resolved escalated issues efficiently, enhancing customer satisfaction and loyalty.
- Trained new associates on company policies, procedures, and best practices in customer service.
Financial Services Representative
Zions Bancorporation
Tustin, CA
10.2002 - 07.2024
- Managed customer inquiries regarding banking products and services to enhance client satisfaction.
- Conducted financial assessments to provide tailored solutions for individual customer needs.
- Developed and maintained strong relationships with clients, fostering trust and loyalty in financial services.
- Collaborated with team members to streamline operational processes, improving service delivery efficiency.
Customer Service Representative
Zions Bancorporation
Tustin, CA
10.2002 - 07.2024
- Resolved customer inquiries and issues efficiently, enhancing overall customer satisfaction.
- Managed account updates and transactions using banking software to ensure accuracy.
- Provided detailed product information, guiding customers in selecting appropriate financial services.
- Trained new team members on customer service protocols and system usage, improving onboarding efficiency.
Education
Associate of Science - General Studies
Mt. San Antonio College
Walnut, CASkills
- Customer service
- Customer support
- Problem resolution
- Team collaboration
Timeline
Customer Service Associate III
Zions Bancorporation
10.2002 - 03.2026
Financial Services Representative
Zions Bancorporation
10.2002 - 07.2024
Customer Service Representative
Zions Bancorporation
10.2002 - 07.2024
Associate of Science - General Studies
Mt. San Antonio College