Kelly Jefferson
Banking
San Diego,CA
Summary
Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing various products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Personal Banker
Citibank
San Diego, CA
09.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Presented new and additional products and services to existing customers
- Approached prospective clients through cold calling and emails to meet sales targets
- Interviewed customers to obtain information needed for opening accounts
- Achieved monthly revenue goals by 10%
National Account Executive
Tulip Medical Products
San Diego, CA
08.2017 - 07.2022
- Managed, supported and grew business relationships with existing accounts and developed strategies to increase sales and revenue
- Efficiently resolved sales, service and account issues to maximize customer satisfaction
- Boosted sales by 30% using cross-selling techniques
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations
- Provided product demonstrations to share features, answer questions at trade shows nationally.
Senior Loan Officer Assistant
Bank Of America
San Diego, CA
11.2013 - 05.2015
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork
- Worked with Loan Officer to create application profile in system and review key information at various stages within process
- Documented borrower's information in loan processing system and resolved any discrepancies
- Assembled important paperwork and disclosures for borrower
- Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients
- Managed over 50 customer calls per day.
Education
High School Diploma -
La Jolla High School
La Jolla, CAPsychology
University of California - Los Angeles
Los Angeles, CASkills
- Client Relationship Management
- Sales Expertise
- Product and Service Sales
- Customer Presentations
- Prospecting and Cold Calling
- Clear and Professional Communication
- Business Growth and Retention
- Sales Events
Accomplishments
- Licensed Notary Public
- Licensed Real Estate Broker
Timeline
Personal Banker
Citibank
09.2022 - Current
National Account Executive
Tulip Medical Products
08.2017 - 07.2022
Senior Loan Officer Assistant
Bank Of America
11.2013 - 05.2015
High School Diploma -
La Jolla High School
Psychology
University of California - Los Angeles
Similar Profiles
Savanth ReddySavanth Reddy
Assistant Vice President of Global Wealth Management Tech Digital Intake & Engineering at CitibankAssistant Vice President of Global Wealth Management Tech Digital Intake & Engineering at Citibank
David Gay IIIDavid Gay III
Security Analyst at CitiBankSecurity Analyst at CitiBank
Shahenaz ShaikhShahenaz Shaikh
Senior Software Engineer at CitibankSenior Software Engineer at Citibank
Jill CoburnJill Coburn
Fraud Policy Officer, VP at CitibankFraud Policy Officer, VP at Citibank
Andrew CrossAndrew Cross
Cashier at Vons Grocery StoreCashier at Vons Grocery Store