Summary
Work History
Education
Skills
Timeline
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Kelly Waters

Aquebogue

Summary

Dynamic Banking Center Relationship Banker at Webster Bank, recognized for enhancing client satisfaction through personalized financial solutions and expert advice. Proven track record in cross-selling products and building lasting relationships, leveraging strong communication and problem-solving skills to drive client retention and achieve financial goals.

Work History

Banking Center Relationship Banker 1

Webster Bank
  • Maintained high customer satisfaction by resolving issues quickly and with professionalism.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
  • Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
  • Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
  • Enhanced client understanding of different banking products through clear and concise communication.
  • Pioneered digital banking tutorial for clients, facilitating shift towards digital platforms.
  • Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
  • Responded to customer inquiries regarding new accounts and account services.
  • Maintained customer records and updated account information.
  • Greeted customers and delivered information about new account processes.
  • Verified customer identity and reviewed documentation for accuracy.
  • Activated new accounts and issued customer identification numbers.
  • Tracked and processed customer account requests and applications.
  • Explained account terms and conditions to customers.
  • Reconciled customer accounts and balanced daily transactions.

Education

High School Diploma - Business

Miller Place High School
Miller Place, NY
06.1989

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Money handling
  • Teller support
  • Creative thinking
  • Financial planning
  • Cross-selling products
  • Banking
  • Recordkeeping requirements
  • Policy development and implementation
  • Account closings
  • Teller background
  • Multitasking Abilities
  • Organizational skills
  • Excellent communication
  • Teamwork and collaboration
  • Decision-making
  • Time management
  • Active listening
  • Written communication
  • Documentation
  • Attention to detail
  • Multitasking
  • Customer service
  • Team building
  • Relationship building
  • Problem-solving
  • Problem-solving abilities
  • Reliability
  • Team collaboration
  • Sales experience
  • Self motivation
  • Product knowledge
  • Interpersonal skills
  • Goal setting
  • Professionalism
  • Professional demeanor
  • Problem-solving aptitude
  • Fraud detection

Timeline

Banking Center Relationship Banker 1

Webster Bank

High School Diploma - Business

Miller Place High School
Kelly Waters