Kelly Sokol
Crivitz,WI
Summary
Accomplished banking and operations professional with expertise in branch management, retail banking, and merchant services. Demonstrated success in leading teams, enhancing operational efficiency, and fostering customer relationships. Proficient in business development, financial products, and employee coaching.
Overview
15
15
years of professional experience
Work History
Personal Banker II / Branch Manager / Merchant Services Manager (Clover) / Elan Credit Card Manager
Farmers & Merchants Bank & Trust
, Wisconsin
03.2025 - Current
- Oversaw daily branch operations, ensuring compliance with banking regulations and internal policies to minimize risk.
- Lead, coach, and develop branch staff while fostering accountability and exceptional customer service.
- Built and maintained relationships with consumer and business clients, recommending tailored banking solutions to meet their needs.
- Open and service deposit accounts, including checking, savings, CDs, and IRAs.
- Manage Clover merchant services and payment-processing solutions for business customers.
- Coordinate merchant onboarding, training, and implementation.
- Serve as the primary contact for Elan consumer and business credit card programs.
- Supported branch growth through targeted referrals, implemented sales initiatives, and engaged with the community to enhance visibility.
- Wisconsin
Customer Logistics Specialist
Koch Industries
, Remote
09.2019 - 08.2022
- Supervised personnel to ensure efficient coordination of supply and logistics operations.
- Managed inventory-control systems while optimizing transportation routing and scheduling.
- Supervised personnel and coordinated supply and logistics operations.
- Worked remotely to complete tasks efficiently
Relationship Banker
Huntington National Bank
Suring, USA
12.2018 - 07.2019
- Assessed customers' financial needs to recommend tailored banking and lending solutions.
- Assisted customers with loan applications and explained credit options.
- Guided customers through loan applications, clarifying credit options to enhance understanding.
- Ensured adherence to banking regulations and lending standards to uphold operational integrity.
- Provided customer service in Suring, WI
Lead Teller
Wells Fargo
Gillett, USA
03.2018 - 12.2018
- Processed financial transactions, ensuring accuracy and security to maintain customer trust.
- Assisted customers with account services, providing tailored financial product recommendations to meet their needs.
- Managed branch records and reports, facilitating effective communication and compliance within the team.
- Gillett, WI
Lead Teller
Wells Fargo
Gillett, USA
08.2011 - 12.2013
- Processed financial transactions with a focus on accuracy and security, ensuring customer trust.
- Assisted customers in navigating account services and selecting suitable financial products, enhancing customer satisfaction.
- Managed branch records and communications, streamlining access to information and improving operational efficiency.
- Worked in Gillett, WI branch
Education
Associate of Applied Science - Business Administration and Banking & Financial Services
Fox Valley Technical College
Appleton, WICoursework - Accounting
Northland Bible College
Dunbar, WISkills
- Retail & Commercial Banking
- Branch Operations Management
- Credit Risk Assessment
- Credit Card Management
- Payment Processing
- Financial Products and Services
- Regulatory Compliance
- Customer Relationship Management
- Sales and Business Development
- Team leadership
- Problem Resolution
Leadership And Community Involvement
- Vice President, Crivitz Business Association
- Volunteer, Lions Club
- Reading Volunteer, Coleman Elementary School
Timeline
Personal Banker II / Branch Manager / Merchant Services Manager (Clover) / Elan Credit Card Manager
Farmers & Merchants Bank & Trust
03.2025 - Current
Customer Logistics Specialist
Koch Industries
09.2019 - 08.2022
Relationship Banker
Huntington National Bank
12.2018 - 07.2019
Lead Teller
Wells Fargo
03.2018 - 12.2018
Lead Teller
Wells Fargo
08.2011 - 12.2013
Associate of Applied Science - Business Administration and Banking & Financial Services
Fox Valley Technical College
Coursework - Accounting
Northland Bible College