Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kelly Snavely

Plymouth

Summary

Dedicated and detail-oriented Universal Banker II with a strong foundation in customer service, financial operations, and account management. Currently serving at Everwise Credit Union, I bring hands-on experience in assisting members with a wide range of banking needs, including deposits, loans, and financial education. My background includes prior roles in both production and customer service, which have strengthened my ability to work efficiently, communicate clearly, and solve problems with empathy and precision. Committed to fostering strong member relationships while delivering tailored financial solutions that enhance member satisfaction and drive business success.

Overview

4
4
years of professional experience

Work History

Universal Banker II

Everwise Credit Union
03.2024 - Current
  • Processed member transactions efficiently using advanced banking systems and software.
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
  • Strengthened member relationships with proactive communication and timely resolution of queries or concerns.
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Trained new hires on customer service policies and procedures.
  • Provided exceptional customer service, addressing inquiries and resolving issues promptly.
  • Educated members on various banking products, enhancing their financial literacy and satisfaction.
  • Assisted in account management, ensuring accuracy in records and compliance with policies.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Processed loan applications from personal, auto, motorcycle, rv, credit card, line of credit, and home equity loans.
  • Maintain and balance the vault, ensuring accurate cash handling and compliance with security protocols.

Client Service Representative II

1st Source Bank
07.2022 - 03.2024
  • Cash handling
  • Providing customers with friendly service
  • Serves customers by completing account transactions
  • Cash drawer maintenance
  • Following banking policies and procedures
  • Filling out paperwork/deposit and withdrawal slips
  • Answering the phones/calling customers when needed
  • Vault Certified (buy and sell currency and coin to and from cash vault, manage teller currency and coin they sell to the vault, and complete vault tickets)
  • ATM Certified (communicate with vault teller to know how much to fill the ATM with and fill it and complete ATM tickets)
  • Assist customers with disputes for fraudulent charges
  • Communicating with other departments to better assist customers
  • Prepare cashiers checks or treasures checks and sign them
  • Prepare and send wires for customers
  • Meets monthly sale goals/referrals
  • Listening to clues when assisting customers to direct them in the direction to better assist them with banking

Pre-Processor/General Laborer

Zentis North America
11.2021 - 02.2022
  • Communicating with multiple other departments when needing materials
  • Prepared and followed recipes
  • Organized each material when prepping recipes
  • Communicating with other coworkers to ensure we’re on the same page with how things should be done and when
  • Assessing the quality and freshness of raw materials before processing to ensure high-quality end products.
  • Maintaining cleanliness and safety standards in the work area

Education

High School Diploma -

Argos High School
Argos, Indiana
06.2022

Bachelor’s Degree - Accounting

Indiana Wesleyan University
Marion, IN
10-2026

Skills

  • Detail oriented
  • Communication
  • Organization
  • Computer knowledge
  • Team player
  • Leader
  • Problem solving
  • Reliable
  • Accuracy
  • Proficiency with bank teller software
  • Data Entry
  • Following confidentiality
  • Customer service

Timeline

Universal Banker II

Everwise Credit Union
03.2024 - Current

Client Service Representative II

1st Source Bank
07.2022 - 03.2024

Pre-Processor/General Laborer

Zentis North America
11.2021 - 02.2022

High School Diploma -

Argos High School

Bachelor’s Degree - Accounting

Indiana Wesleyan University

Similar Profiles

CREATE PROFILE