KELLY GOOD
Corona,USA
Summary
Dedicated and adaptable professional with a proactive attitude and a proven ability to learn quickly. Recognized for a strong work ethic, effective communication skills, and a results-driven mindset. Consistently delivers quality work while contributing to team success. Experienced in client relationship management, product pitching, and closing sales, leveraging financial acumen to provide tailored solutions. Committed to continuous learning and professional development with a passion for achieving organizational goals and delivering exceptional service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Sales Representative
Citizens Business Bank
Ontario, CA
11.2023 - 12.2025
- Created financial plans tailored to client needs, objectives, and risk tolerance levels.
- Conducted financial reviews
- Researched new products or services that could benefit clients' portfolios.
- Analyzed data from multiple sources to identify potential sales opportunities
- Assessed customer financial needs and recommended appropriate solutions.
- Educated customers about their options regarding retirement planning.
- Managed portfolio allocations according to established guidelines.
- Implemented best practices for providing excellent customer service.
- Evaluated company department goals and objectives with reference to sales revenue and profit targets.
- Provided customers with product information, including features, benefits, rates, terms, conditions.
- Developed relationships with local businesses through cold-calling initiatives.
- Reviewed and processed new account applications for accuracy and completeness.
- Opened, maintained, and closed accounts in accordance with company policies and procedures.
- Cultivated strong client relationships to drive business growth and retention.
- Developed tailored financial solutions to meet diverse client needs.
- Analyzed market trends to identify opportunities for portfolio expansion.
Client Service Specialist
Ameriprise Financial
Roseville, CA
06.2022 - 10.2022
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Managed and updated physical and digital client account information to keep records accurate and current.
- Greeted incoming customers to provide immediate, friendly and knowledgeable support.
- Responded within established timeframes to address customer concerns and inquiries by phone or email.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Received and submitted payments, updated account information and provided receipts.
- Scheduled and confirmed appointments based on customer availability.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Scheduled meetings with prospective and existing clients to optimize long-term business success.
- Implemented new company platform initiatives, learning and mastering new technologies to improve client service.
Relationship Banker
Wells Fargo
Reno, NV
11.2013 - 02.2022
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Responded basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
- Developed highly effective teams to support branch operations and cultivate customer satisfaction.
- Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
- Partnered with specialists, including loan and mortgage officers and financial advisors to provide customers with access to experts.
- Created strategic financial solutions to suit client needs and promote branch services.
- Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Enhanced financial performance metrics by networking to create successful and sustainable relationships.
- Led banking tasks, business administration and financial decision-making to ensure first-class client services.
- Advised customers on bank products, services and financial planning options.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
Universal Banker
US Bank
Sparks, NV
09.2011 - 10.2012
- Responded to 10 basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
- Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability.
- Expanded client base through consistent product promotion and sales strategy.
- Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Requested financial documents from customers.
- Reviewed customer financial data to ascertain level of risk involved for extending credit.
- Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.
- Prepared financial ratios and spreads using computer programs to evaluate customer financial status.
- Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.
- Conducted credit reviews on corporations to assess financial conditions.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Customer Experience Manager
Gap Inc.
Reno, NV
09.2008 - 08.2011
- Generated sales by executing complete sales cycle process and break-even rate-tracking through contract negotiations and close.
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
- Taught sales staff to properly coordinate clothing racks and counter displays to maximize promotional effectiveness.
- Planned and executed in-store promotional events to increase customer engagement and sales revenues.
- Trained and mentored new team members to promote productivity, accuracy
- Revised department schedules to maximize coverage during peak hours.
- Prepared documentation, reports and logs to identify and manage sales metrics and support process driven activities.
- Established sales goals and strategies that contributed to increased growth in sales and profitability.
Education
Bachelor of Arts - Business Administration and Management
University of Phoenix
Tempe, AZ07.2011
Associate of Arts - Retail Management
CSU of Fresno
Fresno, CA05.2001
High School Diploma -
Mariposa County High School
Mariposa, CA06.1997
Skills
- Client relationship management
- Team leadership training
- Customer engagement
- Account management
- Comprehensive due diligence
- Financial account reconciliation
- Business development assistance
- Self-motivated professional
- Customer satisfaction
- Portfolio analysis
- Branch operations
- Rapport building
- Financial strategy management
- Sales growth
- Team management
- Customer care experience
- Microsoft Office
- Active listening
- Cross-Selling and Upselling
- Relationship Building
- Attention to Detail
- Account Maintenance
- Issues Resolution
- MS Excel
- Verbal and Written Communication
- Regulatory Compliance
- Financial planning
- Sales strategy
- Portfolio management
- Customer relationship management
- Risk assessment
- Investment recommendations
- Client education
- Communication skills
- Customer service
- Goal oriented
- Client relationship management
- Sales development
- Data interpretation
- Performance tracking
Accomplishments
- Developed relationships with 500+ new clients and typically exceeded sales goals by 97%.
- Recognized as Employee of the 2x Golden Spoke Award for outstanding performance and team contributions.
- Created highly effective new program that significantly impacted efficiency and improved operations.
- Consistently maintained high customer satisfaction ratings.
- Recognized as Employee of the year for outstanding performance and team contributions.
- Developed relationships with 200 new clients and typically exceeded sales goals by 85%.
Certification
- BRMP - Business Relationship Management Professional
- Certified California Notary February 2029
Languages
English
Full Professional
Timeline
Financial Sales Representative
Citizens Business Bank
11.2023 - 12.2025
Client Service Specialist
Ameriprise Financial
06.2022 - 10.2022
Relationship Banker
Wells Fargo
11.2013 - 02.2022
Universal Banker
US Bank
09.2011 - 10.2012
Customer Experience Manager
Gap Inc.
09.2008 - 08.2011
Associate of Arts - Retail Management
CSU of Fresno
High School Diploma -
Mariposa County High School
Bachelor of Arts - Business Administration and Management
University of Phoenix