Kelly Aitkens
Crowley,TX
Summary
Highly organized and detail-oriented worker, with 12 years of experience in a financial service environment. Drive to exceed expectations and ability to analyze data, develop strategies, and provide solutions to complex problems. Seeking to leverage skills and knowledge to contribute to team success.
Overview
6
6
years of professional experience
Work History
Universal Sales Associate
Texas Trust Credit Union
2023.10 - Current
- Generated and closed high-quality leads, actively promoted full line of financial services, resulting in enhanced member engagement and sales
- Assisted members with diverse service requests ranging from account operations to financial advisory, ensuring customer satisfaction and loyalty
- Managed account openings, closings, and maintenance including share and business accounts, IRAs, and Safe Deposit Boxes, upholding strict security standards
- Drove sales of ancillary loan products and financial solutions, improving loan portfolio health and member financial well-being
- Directed members to investments, insurance, and mortgage services, facilitating comprehensive financial planning and support
- Executed member transactions with precision, including account adjustments, wire transfers, and fraud requests, enhancing operational efficiency
- Served as vault teller, managing cash operations and vault security, ensured accuracy in transactions and cash handling
- Contributed to teller operations management, supporting team efficiency and compliance with regulations.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
Frontline Supervisor
La Terre Federal Credit Union
2018.06 - 2023.04
- Supervised 4-6 team members, enhancing performance and customer service skills, ensuring smooth branch operations
- Directed bank teller performance and executed cash, checks, and drafts counting to minimize errors and maintain accuracy
- Trained and hired new tellers, maintaining individual accountability for cash handling and managing financial instrument flow
- Balanced currency, coins, and checks in cash drawers; ordered cash supply to meet credit union needs
- Handled transactions exceeding $100K daily with zero errors; identified and resolved transaction mistakes promptly
- Received, verified, and processed deposits, maintaining high levels of accuracy and customer satisfaction
- Provided exceptional customer service, resolving 100% of inquiries and complaints timely, and earned 95% customer satisfaction rate
- Executed 98% of cash and credit transactions, ensuring the accuracy and security of financial transactions.
- Created and oversaw employee training schedule to emphasize productivity and resource conservation.
- Provided ongoing coaching and feedback to employees, fostering an environment of continuous learning and growth.
Education
Dental Assistant Diploma -
Bryman College
SeaTac, Washington05.2000
High School Diploma -
Rainier Beach High School
Seattle, Washington06.1999
Skills
- Account Adjustment
- Accounts Payable
- Branch Operations
- Cash Management
- Compliance Monitoring
- Data Analysis
- Efficient Management
- Establish Priorities
- Exceeding Customer Expectations
- Operational Efficiency
- Teamwork and Collaboration
- Time Management
- Multi-tasking strength
- Policy and Procedure Adherence
- Fraud Detection
- Creative Thinking
- Team Leadership
Timeline
Universal Sales Associate
Texas Trust Credit Union
2023.10 - Current
Frontline Supervisor
La Terre Federal Credit Union
2018.06 - 2023.04
Dental Assistant Diploma -
Bryman College
High School Diploma -
Rainier Beach High School
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