Kelli Talley
Gates,TN
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
22
22
years of professional experience
Work History
Relationship Banker Team Lead
Regions Bank
01.2017 - Current
- Cultivated strong client relationships through personalized financial solutions and exceptional service.
- Analyzed client needs to recommend suitable banking products and services, enhancing customer satisfaction.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Collaborated with team to meet and exceed quarterly sales targets for financial products.
- Conducted performance reviews, aligning individual goals with organizational objectives for enhanced accountability.
- Trained new team members by relaying information on company procedures and safety requirements.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Managed schedules, accepted time off requests and found coverage for short shifts.
- Collaborated with team members to streamline account opening processes, improving efficiency in customer onboarding.
- Mentored junior bankers on sales techniques and compliance regulations, fostering a knowledgeable team environment.
- Led initiatives to improve branch performance by implementing best practices in customer service standards.
- Developed customized financial plans for clients, aligning their goals with appropriate investment strategies.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Activity Director
Lauderdale Community Living Center
05.2004 - 08.2010
- Developed and implemented engaging recreational programs for residents to enhance social interaction and well-being.
- Coordinated daily activities, ensuring compliance with safety and regulatory standards throughout programming.
- Mentored staff in facilitating therapeutic activities, promoting teamwork and effective communication among team members.
- Evaluated resident feedback to refine program offerings, increasing participation rates across various activity types.
- Oversaw budget allocation for recreational supplies, optimizing resource utilization while maintaining quality programming.
- Ensured compliance with state regulations and facility policies by maintaining accurate documentation of activity programs.
- Planned resident outings and special events to mark holidays and celebrate special occasions.
- Developed strong relationships with residents and their families, fostering a supportive community environment.
Education
No Degree - Business Management
SNHU
New Hampshire, OHHigh School Diploma -
Ripley High School
Ripley, TN05-1998
Skills
- Client relationship management
- Financial product knowledge
- Customer service excellence
- Sales strategy development
- Multitasking Abilities
- Organizational skills
- Time management
- Decision-making
- Teamwork and collaboration
- Active listening
- Written communication
- Proficiency with Microsoft office
- Self motivation
- Professionalism
Timeline
Relationship Banker Team Lead
Regions Bank
01.2017 - Current
Activity Director
Lauderdale Community Living Center
05.2004 - 08.2010
No Degree - Business Management
SNHU
High School Diploma -
Ripley High School