Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Kelly Howard

Ocala,FL

Summary

Interested in putting my experience and education to good use in order to build a long-term career in the banking industry. Motivated to be the very best I can be everyday and to show up for clients the way they need us to. Dedicated to building meaningful relationships with clients and my team for everyone to have success.

Overview

6
6
years of professional experience

Work History

Relationship Banker

TRUIST
Dunnellon, FL
09.2018 - Current
  • Provide clients with financial advice and assistance in setting up accounts, loans, and referring to integrated relationship management.
  • Cashbox Trained
  • Vault Custodian trained.
  • Logging essential documentation to meet operational standards.
  • Identifying client needs through conversations and offering appropriate banking products to meet their requirements.
  • Building long-term relationships with clients by providing personalized service and support.
  • Submitting applications, preparing loan documents for review and approval by underwriting along with closings.
  • Conduct regular reviews of client portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Documenting Conversations.
  • Outbound/Inbound calls.
  • Utilizing teller position to bring clients into the office for relationship reviews.

Education

High School Diploma -

Dunnellon High School
Dunnellon, FL
06-2015

Skills

  • Compliance, banking rules and regulations
  • Teller background
  • Team Player
  • Reliable
  • Positive/Upbeat
  • Relationship building and management
  • Coachable
  • Strong interpersonal skills
  • Goal-oriented
  • Loss prevention
  • Excellent time management skills
  • Great client service
  • Friendly

Affiliations

  • Softball.
  • Gym.
  • Reading.
  • Church
  • Quality time with family and friends.
  • Walks with my German Shepard.

Timeline

Relationship Banker

TRUIST
09.2018 - Current

High School Diploma -

Dunnellon High School

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Kelly Howard