Kelly Heller
Bryan,OH
Summary
Experienced with maintaining a welcoming atmosphere for clients. Utilizes strong organizational skills and attention to detail to streamline office operations. Knowledge of effective communication techniques and customer service principles to enhance visitor experiences.
Overview
25
25
years of professional experience
Work History
Personal Banker
F & M Bank
Stryker, OH
05.2025 - Current
- Assisted clients with account inquiries and transaction processing.
- Educated customers on banking products and services to enhance financial literacy.
- Processed loan applications, ensuring compliance with bank policies and regulations.
- Maintained accurate records of customer interactions and transactions in electronic systems.
- Collaborated with team members to streamline service delivery and improve customer satisfaction.
- Addressed customer concerns promptly, ensuring positive banking experiences.
- Maintained compliance with bank policies and regulatory requirements diligently.
- Supported branch operations by managing cash transactions and balancing drawers accurately.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
Self Employed
Self Employed
Bryan, OH
10.2024 - Current
- Selling Eyewear on an E-Commerce Platform
CFO
10X Remodeling and Construction LLC
Bryan OH
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.
- Negotiated favorable terms with vendors and suppliers, achieving significant savings on procurement expenses.
Certified Universal Banker II
State Bank
Defiance, OH
05.2001 - 05.2024
- Managed customer accounts and provided personalized banking solutions to enhance client satisfaction.
- Executed daily transactions accurately, ensuring compliance with banking regulations and procedures.
- Developed strong relationships with clients, identifying needs and recommending appropriate financial products.
- Analyzed account activity to detect potential fraud, ensuring the safety of customer funds and bank assets.
- 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.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Education
Associate of Science - Business
University of Toledo
Toledo, OH06.1991
Skills
- Friendly, positive attitude
- Customer Service
- Dependable and responsible
- Active listening
- Teamwork and collaboration
- Problem-solving
- Computer skills
- Decision-making
Timeline
Personal Banker
F & M Bank
05.2025 - Current
Self Employed
Self Employed
10.2024 - Current
CFO
10X Remodeling and Construction LLC
05.2024 - 10.2024
Certified Universal Banker II
State Bank
05.2001 - 05.2024
Associate of Science - Business
University of Toledo