Hi, I’m
Kelly Dew
Relationship Banker
Mount Juliet,TN
Summary
Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.
Overview
12
years of professional experience
1
Certification
Work History
Regions BankMount Juliet, TN
Relationship Banker II
04.2022 - 04.2024
Job overview
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Advised customers on bank products, services and financial planning options.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Complied with security procedures and protocols when opening and closing bank vault.
Regions BankNashville , TN
Bank Teller
09.2012 - 03.2014
Job overview
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Welcomed customers and offered pleasant service during entire transaction.
- Explained bank services, financial products and applicable fees to customers.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Responded and assisted customers with account inquiries and updates.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Educated customers about different types of banking services available at the branch.
Education
Nashville State Community CollegeNashville, TN
Some College (No Degree) from Business
Skills
- Financial Advising
- Recordkeeping requirements
- Account audits
- Relationship building and management
- Cash Flow Management
- Customer financing
- Customer Service-Oriented
Certification
- Notary of Public Certification
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Relationship Banker II
Regions Bank
04.2022 - 04.2024
Bank Teller
Regions Bank
09.2012 - 03.2014
Nashville State Community College
Some College (No Degree) from Business
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