Kelly Flynn
Tacoma,WA
Summary
Experienced Personal Banker with a proven track record at Key Bank, excelling in relationship building and financial advising with in our consumer and Business relationships. Leveraged customer service excellence and banking policy expertise to surpass performance metrics, enhancing client trust and portfolio growth. Achieved significant business development through effective cross-selling and team collaboration, consistently exceeding sales targets. Known for strong teamwork, adaptability, communication skills and reliability.
Overview
18
18
years of professional experience
Work History
Personal Banker
Key Bank
06.2018 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Member Consultant
Washington State Employee's Credit Union
09.2006 - 11.2017
- Organized special events designed specifically around member interests which resulted in an increase of overall engagement levels among our community.
- Boosted customer retention rates through proactive communication and followup.
- Streamlined processes for increased efficiency in managing member inquiries and requests.
- Conducted comprehensive needs assessments to recommend suitable products and services for members.
- Trained new employees in company procedures and policies, facilitating smooth integration into the team environment.
- Delivered exceptional customer service, exceeding member expectations consistently.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Set and achieved company defined sales goals.
- Contributed to team objectives in fast-paced environment.
- Achieved or exceeded company-defined sales quotas.
- Presented professional image consistent with company's brand values.
- Trained new employees on customer service, money handling and organizing strategies.
Education
Peninsula High School
Gig Harbor, WA06-1995
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Positive attitude
- Cash handling
- Sales expertise
- Banking policies and procedures
- Financial advising
- Account maintenance
- Financial services
- Cross-selling products
- Loan processing
- Teller support
- Business development
- Financial product expertise
- Active listening
- Multitasking Abilities
- Critical thinking
- Teamwork and collaboration
- Problem-solving abilities
- Reliability
- Team collaboration
- Product knowledge
- Goal setting
- Sales experience
Accomplishments
- Achieved Employee of the quarter through effectively helping with members.
- Nominated for Employee of the Year.
- Achieved Top Performer multiple quarters.
- Organized multiple team building events.
Timeline
Personal Banker
Key Bank
06.2018 - Current
Member Consultant
Washington State Employee's Credit Union
09.2006 - 11.2017
Peninsula High School
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