KELLY D GRIMM
Brenham,TX
Summary
A reliable worker with a proven history of meticulousness and a proactive approach. Actively pursues chances to enhance procedures and streamline operations for the betterment of the team. Diligent, industrious, and adept at juggling tasks in fast-paced settings. A highly driven team member eager to embrace fresh challenges. Boasts a strong work ethic, adaptability, and remarkable interpersonal talents. Proficient at self-directed work and rapidly acquiring new competencies. A dedicated worker skilled in customer service, multitasking, and time management, committed to providing each customer with a positive and memorable experience.
Overview
26
26
years of professional experience
Work History
Personal Banker II
Cadence Bank
Brenham, TX
12.2023 - Current
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Advised clients on financial products to meet individual banking needs effectively.
- Processed loan applications and conducted credit assessments for approval decisions.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services for personal and business accounts.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Answered customer questions and explained available services.
- Processed deposits, withdrawals and ACH transfers accurately.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
Creative Specialist II
Germania Insurance
Brenham, TX, USA
01.2019 - 10.2023
- Researched and analyzed stakeholder feedback to identify areas of improvement.
- Coordinated with other departments to ensure efficient workflow processes.
- Created training materials for new hires on the company’s procedures and policies.
- Exercised versatility in fast-paced, agile work environments.
- Participated in ongoing training and compliance activities.
- Balanced competing priorities through deliberate project and time management practices.
- Leveraged specialized knowledge to act as subject matter expert within organization.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
- Created comprehensive training materials for new staff members on the fundamentals of adjusting liability claims.
Part Time Assistant Manager
Maurices, A Division Of Ascena Retail Group
Brenham, TX
09.2018 - 02.2023
- Generated reports to track performance metrics of team members.
- Participated in ongoing training and compliance activities.
- Balanced competing priorities through deliberate project and time management practices.
- Employed refined project management skills for task completion.
- Maintained positive working relationship with fellow staff and management.
- Assessed company operations for compliance with safety standards.
- Balanced out the registers and prepared deposit for end of shift.
Casualty Liability Adjuster II
Germania Insurance
Brenham, TX, USA
08.2001 - 01.2019
- Investigated liability claims to determine coverage and extent of damages.
- Assessed potential legal liabilities, negotiated settlements, and determined reserves.
- Reviewed medical records and police reports to evaluate the merits of a claim.
- Compiled evidence, including witness statements and photographs.
- Researched applicable case law to support or refute liability claims.
- Conducted interviews with claimants, witnesses, experts and other parties involved in the claim process.
- Evaluated financial losses associated with personal injury claims.
- Negotiated settlements on behalf of clients while protecting their interests.
- Collaborated with attorneys to develop strategies for defending against liability claims.
- Developed relationships with various stakeholders involved in the claims process.
- Maintained accurate records of all activities related to each claim file.
- Performed administrative tasks such as scheduling appointments, preparing correspondence and updating databases.
- Participated in continuing education programs related to insurance laws, regulations and industry trends.
- Ensured compliance with state laws governing insurance operations.
- Reviewed, evaluated and adjusted claims to promote fair and prompt settlement.
- Identified and collected evidence and determined value to specific claim to properly assess conditions.
- Obtained necessary information to complete proper evaluation of injury claims.
- Coordinated benefits while applying applicable deductibles, co-insurance and out-of-pocket costs.
- Explained premium owed to policyholders, agents and underwriters.
- Delivered exceptional customer service to clients by communicating information and actively listening to concerns.
- Input claim information and payments into company database.
- Reviewed policies to determine appropriate levels of coverage and assist with approval or denial decisions.
Customer Service Representative
Germania Insurance
Brenham, TX, USA
08.2000 - 08.2001
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Answered customer inquiries and provided accurate information regarding products and services.
- Identified areas of improvement in customer service processes and suggested changes accordingly.
- Developed strong relationships with customers by providing personalized assistance and support.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Answered inbound calls, chats and emails to facilitate customer service.
- Utilized problem-solving and negotiation skills in resolving product and consumer issues.
- Developed strong customer relationships to encourage repeat business.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Fielded customer complaints and queries, fast-tracking for problem resolution.
- Used proven techniques to de-escalate angry customers during telephone interactions.
- Updated databases with new and modified customer data.
- Improved product knowledge on continuous basis to provide optimal service.
Education
High School Diploma -
Brenham High School
Brenham, TXSkills
- Customer service
- Sales
- Financial analysis
- Investment management
- Relationship building
- Process Analysis
- Content Management Expertise
- Experience in Leadership
- Communication
- Problem solving
- Customer Relations
- Resource Allocation
- Quality Assurance
- Proficient in Articulate, Storyline 360 and Rise
- Active Listening
- Strong Interpersonal Skills
- Customer Service
- Conflict Resolution
- Strong Communication Skills
- Claims Processing
- Team Collaboration
- File and Record Management
- Critical Thinking
- Relationship Building
- Microsoft Office Suite
- Human Relations
- Computer Skills
- Team Leadership
- Branch operations
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Fraud prevention
- Relationship building and management
- Interpersonal skills
- Banking policies and procedures
- Banking
- Account maintenance
- Regulatory compliance
- Transaction processing
- Teller support
- Professional appearance
- Rapport building
Timeline
Personal Banker II
Cadence Bank
12.2023 - Current
Creative Specialist II
Germania Insurance
01.2019 - 10.2023
Part Time Assistant Manager
Maurices, A Division Of Ascena Retail Group
09.2018 - 02.2023
Casualty Liability Adjuster II
Germania Insurance
08.2001 - 01.2019
Customer Service Representative
Germania Insurance
08.2000 - 08.2001
High School Diploma -
Brenham High School