Kelly J Good
Corona,CA
Summary
Motivated Relationship banker with 10 + years of Banking & Finance Recognized for assessing operational needs and developing solutions to save costs, improve revenues, and drive customer satisfaction. Resourceful and well-organized with excellent leadership and team building record. Articulate Relationship Banker driven to succeed. Strategic planning and client relationship management expert.
Goal-driven Financial Advisor adept at building customer base and increasing revenue. 7 years’ experience in the field. Motivated Client Service Representative with proven administrative, problem-solving and customer relations skills. Collaborative and driven with clear focus on putting clients first and supporting team needs. Well-organized, flexible and computer-savvy.
Goal-driven Client Service Specialist dedicated to providing clients with an unparalleled experience in order to enhance business operations and build loyalty. Seeking to apply quality-oriented mindset to a new role with room for advancement. Offering a results-focused nature and many years' experience in the field.
Overview
16
16
years of professional experience
Work History
Financial Sales Representative
Citizens Business Bank
Ontario , CA
11.2023 - Current
- Developed and executed sales strategies to meet revenue targets.
- Created financial plans tailored to client needs, objectives, and risk tolerance levels.
- Conducted financial reviews for clients on an annual basis.
- Identified trends in the industry that could be leveraged to increase profits.
- Researched new products or services that could benefit clients' portfolios.
- Analyzed data from multiple sources to identify potential sales opportunities.
- Developed relationships with key decision makers in the financial sector.
- Assessed customer financial needs and recommended appropriate solutions.
- Educated customers about their options regarding retirement planning.
- Managed portfolio allocations according to established guidelines.
- Implemented best practices for providing excellent customer service.
- Evaluated company department goals and objectives with reference to sales revenue and profit targets.
Client Service Specialist
Ameriprise Financial
Roseville, CA
06.2022 - 10.2022
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Managed and updated physical and digital client account information to keep records accurate and current.
- Greeted incoming customers to provide immediate, friendly and knowledgeable support.
- Responded within established timeframes to address customer concerns and inquiries by phone or email.
- Promoted client satisfaction by working with operational teams in proper resolution of service issues.
- Received and submitted payments, updated account information and provided receipts.
- Scheduled and confirmed appointments based on customer availability.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Scheduled meetings with prospective and existing clients to optimize long-term business success.
- Implemented new company platform initiatives, learning and mastering new technologies to improve client service.
Relationship Banker
Wells Fargo
Reno, NV
11.2013 - 02.2022
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Responded basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards
- Developed highly effective teams to support branch operations and cultivate customer satisfaction
- Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer
- Partnered with specialists, including loan and mortgage officers and financial advisors to provide customers with access to experts
- Created strategic financial solutions to suit client needs and promote branch services
- Counseled clients on financial matters and provide recommendations investment opportunities, products, and services based on client needs and asset availability
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Enhanced financial performance metrics by networking to create successful and sustainable relationships.
- Led banking tasks, business administration and financial decision-making to ensure first-class client services.
- Advised customers on bank products, services and financial planning options.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
Universal Banker
Us bank
Sparks, NV
09.2011 - 10.2012
- Responded to 10 basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards
- Counseled clients on financial matters and provide recommendations investment opportunities, products, and services basedon client needs and asset availability
- Expanded client base through consistent product promotion and sales strategy
- Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Requested financial documents from customers.
- Reviewed customer financial data to ascertain level of risk involved for extending credit.
- Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.
- Prepared financial ratios and spreads using computer programs to evaluate customer financial status.
- Developed comprehensive understanding of financial statements, enhancing opportunities to assess risk.
- Conducted credit reviews on corporations to assess financial conditions.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Customer Experience Manager
Gap Inc.
Reno, NV
09.2008 - 08.2011
- Generated sales by executing complete sales cycle process and break-even rate-tracking through contract negotiations and close
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
- Taught sales staff to properly coordinate clothing racks and counter displays to maximize promotional effectiveness
- Planned and executed in-store promotional events to increase customer engagement and sales revenues
- Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
- Oversaw address of customer requests for friendly, knowledgeable service and support.
- Drove customer escalations to resolution by engaging directly with clients.
- Revised department schedules to maximize coverage during peak hours.
- Prepared documentation, reports and logs to identify and manage sales metrics and support process driven activities.
- Customized sales and education programs and training for various high-end clients.
- Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
- Established sales goals and strategies that contributed to increased growth in sales and profitability.
- Contacted customers via phone and email to explore connections, offer services and cement relationships.
Education
High School Diploma -
Mariposa County High School
Mariposa, CA1997
Associate of Arts - Retail Management
CSU of Fresno
Fresno, CA2001
Bachelor of Arts - Business Administration and Management
University of Phoenix
Tempe, AZ2011
Skills
- Upselling and cross-selling
- Production planning
- Financial administration
- Relationship development
- Leadership training
- Customer Service
- Account maintenance
- Due diligence
- Account reconciliation
- Financial consulting
- Business development assistance
- Financial modeling
- Self-motivated professional
- Customer satisfaction
- Portfolio analysis
- Financial product expertise
- Cash vault audit
- Increased revenue
- Branch operations
- Rapport building
- Financial strategy management
- Sales growth
- Team management
- Customer care experience
- Microsoft Office
- Active listening
- Cross-Selling and Upselling
- Relationship Building
- Attention to Detail
- Account Maintenance
- Issues Resolution
- Financial Statements Preparation
- MS Excel
- Opportunity Identification
- Verbal and Written Communication
- Regulatory Compliance
Accomplishments
- Developed relationships with 500+ new clients and typically exceeded sales goals by 97%
- Recognized as Employee of the 2x Golden Spoke Award for outstanding performance and team contributions.
- Consistently maintained high customer satisfaction ratings...
- Created highly effective new program that significantly impacted efficiency and improved operations.
- Recognized as Employee of the year for outstanding performance and team contributions.
- Consistently maintained high customer satisfaction ratings.
- Developed relationships with 200 new clients and typically exceeded sales goals by 85%.
Affiliations
- Member, Small Business Association (2008 - present)
- Member, Alumni Association
- Northern NV Volunteer chapter
Timeline
Financial Sales Representative
Citizens Business Bank
11.2023 - Current
Client Service Specialist
Ameriprise Financial
06.2022 - 10.2022
Relationship Banker
Wells Fargo
11.2013 - 02.2022
Universal Banker
Us bank
09.2011 - 10.2012
Customer Experience Manager
Gap Inc.
09.2008 - 08.2011
High School Diploma -
Mariposa County High School
Associate of Arts - Retail Management
CSU of Fresno
Bachelor of Arts - Business Administration and Management
University of Phoenix
Similar Profiles
Daniel PonceDaniel Ponce
Financial Services Representative at Citizens Business BankFinancial Services Representative at Citizens Business Bank
Loren BrooksLoren Brooks
Commercial Banking Center Manager at Citizens Business BankCommercial Banking Center Manager at Citizens Business Bank
Bridget GomezBridget Gomez
Merchant Services Representative II at Citizens Business BankMerchant Services Representative II at Citizens Business Bank
Ebbeze Nadakkal LalEbbeze Nadakkal Lal
Check Adjustment Specialist at Citizens Business BankCheck Adjustment Specialist at Citizens Business Bank
Paula LuceroPaula Lucero
Cashier at Lama Oil IncCashier at Lama Oil Inc