Summary
Overview
Work History
Skills
Timeline
Generic

Kelly Heller

Bryan,OH

Summary


Professional in banking and financial services with strong focus on customer service, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.

Overview

24
24
years of professional experience

Work History

Self Employed

Self Employed
10.2024 - Current

Selling Eyewear on an E-Commerce Platform

CFO

10X Remodeling and Construction
05.2024 - 10.2024
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.

Certified Universal Banker II

State Bank
05.2001 - 05.2024
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
  • Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.

Skills

  • Excellent customer service
  • Strong communication skills
  • Reliability and punctuality
  • Cash handling proficiency
  • Strong work ethic
  • Customer service
  • Honesty and integrity
  • Cash handling

Timeline

Self Employed

Self Employed
10.2024 - Current

CFO

10X Remodeling and Construction
05.2024 - 10.2024

Certified Universal Banker II

State Bank
05.2001 - 05.2024
Kelly Heller