Arts
Kelly Otepka
Financial Representative
Omaha,NE
Summary
Results-driven Banking Specialist with over a decade of diverse experience in client service, team collaboration, and operational management. Adept at managing complex transactions, risk mitigation, and providing innovative solutions to elevate client satisfaction. Proven track record in leadership roles, with expertise in retail management, sales, and customer relations. Recognized for exceptional communication skills, problem-solving abilities, and a commitment to excellence in every role. Seeking to leverage my extensive background in finance and management to contribute to a dynamic team in the financial services sector.
Overview
19
19
years of professional experience
Work History
Banking Specialist - Move Money Dept.
Charles Schwab and Company
05.2023 - 09.2024
- Expert in risk management, problem solving and handling confidential client information
- Delivered innovative solutions to top tier client support
- Effectively communicated and collaborated with internal team members
- Proactively educated and resolved client and representatives transactional concerns.
- Helped customers prepare documents required to complete transactions and process requests.
- Investigated and resolved account issues by offering applicable options to customers.
- Executed wire transfers, stop payments and account transfers.
Assistant Manager
Beauty First
10.2021 - 12.2022
- Managed a team, fostering a culture of customer service excellence, which resulted in a 25% increase in repeat customers.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Receptionist/Hairstylist
Bella Colore Salon
10.2012 - 05.2021
- Responsible for greeting customers, answering phones, booking, payroll, and ordering retail for both front of house and back bar
- Created and launched a new website for the salon in November 2014
- Performed excellent customer service and healthy relations while meeting all my clients hair needs.
Assistant Manager
Beauty First
07.2011 - 10.2012
- Assisted with all duties, including retail sales, inventory, scheduling, receiving and reorder levels, salon and retail payroll
- Employee of the Quarter (May - Aug 2012)
- Gold Card sales leader.
Account Executive
DKA Design Group
08.2005 - 07.2011
- Handled website and graphic design sales, as well as website maintenance
- Oversaw all web accounts.
Education
Cosmetologist -
Academy of Cosmetology Arts
Denver, CO01.2016
Creighton University
Omaha, NE05.2009
Rockhurst University
Kansas City, MO12.2002
Skills
- Risk Management & Compliance : Expertise in mitigating financial risks and ensuring adherence to regulatory standards
- Client Relationship Management : Proficient in building and maintaining strong client relationships, leading to enhanced client loyalty
- Team Leadership & Collaboration : Proven ability to lead and collaborate with cross-functional teams to achieve organizational goals
- Operational Efficiency : Skilled in optimizing processes to improve efficiency and reduce costs
- Communication & Problem Solving : Exceptional communication skills with a strong aptitude for resolving complex issues
- Sales & Revenue Growth : Demonstrated success in driving sales and increasing revenue through strategic planning and execution
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCareer advancementPersonal development programsCompany CultureQuote
The real test is not whether you avoid this failure, because you won’t. It’s whether you let it harden or shame you into inaction, or whether you learn from it; whether you choose to persevere.
Barack Obama
Software
Quickbooks
Timeline
Banking Specialist - Move Money Dept.
Charles Schwab and Company
05.2023 - 09.2024
Assistant Manager
Beauty First
10.2021 - 12.2022
Receptionist/Hairstylist
Bella Colore Salon
10.2012 - 05.2021
Assistant Manager
Beauty First
07.2011 - 10.2012
Account Executive
DKA Design Group
08.2005 - 07.2011
Cosmetologist -
Academy of Cosmetology Arts
Creighton University
Rockhurst University
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