KELSEA L. SUMNER
Summary
Dedicated Banker with 10 + years in the Retail Financial Industry. Excellent time management skills with a superior knowledge of the customer service industry. Proven ability to establish and maintain excellent communication and relationships with clients and team members
Overview
8
8
years of professional experience
Work History
Location Manager /Retail Banking Officer
Guaranty Bank & Trust
2020.03 - 2023.07
- Responsible for carrying out Bank policies and procedures, and making decisions in applying these policies and procedures
- Develop and manage a commercial and consumer deposit portfolio for the bank
- Work closely with the Market President and management to formulate strategic planning goals and objectives to grow the bank’s deposit portfolio and net income while providing deposit services to our customers and cultivating relationships with potential customers to drive deposit growth.
- Maintain knowledge of all the features and benefits of all the Bank’s products and services in order to efficiently train and motivate staff to cross-sell them to customers.
- Lead, direct and coach location staff- Employ, counsel and discipline assigned staff. Schedule and supervise staff workflow. Evaluate staff’s work performance by preparing annual reviews and conducting counseling sessions
- Provide efficient training to staff in operations and policies and conducts monthly staff meetings.
- Maintain communications between the location and management by preparing and/or approving daily, weekly and month-end reports regarding operations and productivity, writing memos and attending management team meetings.
- Participate in an ongoing call program and business development program.
- Represent the Bank with major customers and community leaders. Work towards and assist in the positive image and growth of the bank.
- Comply with privacy policies and procedures to maintain customer confidentiality and information protection; as well as with all federal, state and local regulatory rules and regulations governing financial institutions, and all company policies and procedures.
Personal Banker/Head Personal Banker
Guaranty Bank & Trust
2015.06 - 2020.03
- Working with customers and prospects to build loyalty and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
- Taking ownership of the customer experience including on-boarding and resolving service issues
- Connecting customers to the appropriate loan, mortgage, treasury management, or investment specialists that can help them with specialized financial needs
- Performing transactions such as opening accounts, accepting deposits, process loan payments, cashing checks, and issuing money orders and cashier’s checks
Education
Bachelor of Science - University Studies
Texas A&M University
College Station, TX08.2016
Skills
- Banking Standards
- Correspondence Writing
- Privacy and Confidentiality
- Retail Management and Leadership
- Effective Time Management
- Public Speaking
- Detail Oriented
- Personable
Affiliate Groups/Teams
Market Expansion Committee
Treasury Services- Austin Market Contact
Marketing Contact
Service Solutions- Regional Leader
References
Travis Brown- Senior Executive Chairman
(512)680-9654
Charity Burkhart- Vice President
(214)315-5784
JoAnna Deleon- Vice President
(254)265-2850
Timeline
Location Manager /Retail Banking Officer
Guaranty Bank & Trust
2020.03 - 2023.07
Personal Banker/Head Personal Banker
Guaranty Bank & Trust
2015.06 - 2020.03
Bachelor of Science - University Studies
Texas A&M University
Similar Profiles
Traci DavisTraci Davis
AVP/Relationship Banker at Guaranty Bank & TrustAVP/Relationship Banker at Guaranty Bank & Trust
Emmanuel Adjatey DzangmahEmmanuel Adjatey Dzangmah
Customer Information Service (CIS) at Guaranty Trust Bank Plc Ghana (GT Bank)Customer Information Service (CIS) at Guaranty Trust Bank Plc Ghana (GT Bank)
Sayo FasehunSayo Fasehun
Relationship Manager at Guaranty Trust BankRelationship Manager at Guaranty Trust Bank