Summary
Overview
Work History
Education
Skills
Timeline
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Kelsey Smith

Grantsville

Summary

Accomplished Financial Wellness Consultant at Key Bank, recognized as a 2025 Top Performer. Expert in consumer lending and operational efficiency, with a proven track record in enhancing client satisfaction and retention. Strong teamwork and collaboration skills, adept at cross-selling strategies, and committed to continuous learning and professional growth.

Overview

14
14
years of professional experience

Work History

Financial Wellness Consultant

Key Bank
09.2016 - Current
  • Provide personalized financial guidance to clients, identifying their needs and offering tailored solutions such a new checking or savings accounts, investment opportunities, and home loan refinancing.
  • Resolve complex account issues and assist clients with digital banking platforms, ensuring a seamless and positive banking experience.
  • Build and maintain strong client relationships, fostering a welcoming branch environment and ensuring client satisfaction.
  • Supporting daily branch operations and customer flow by regularly assisting on the teller platform during peak hours or staffing shortages.
  • Increased client base by developing targeted marketing materials highlighting the benefits of wellness consulting services.
  • Analyzed customer financial needs to recommend appropriate products and services.
  • Collaborated with team members to streamline processes and enhance service delivery.
  • Trained new staff on compliance regulations and operational best practices.
  • Led initiatives to improve customer retention through tailored service offerings.
  • Evaluated risk management strategies to ensure compliance with regulatory standards.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
  • Spearheaded community outreach programs, increasing brand awareness and client base.
  • Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.

Ranch Hand

Walters Ranch
04.2012 - Current
  • Operated and maintained heavy machinery for feed distribution and pasture management.
  • Assisted in breeding programs, ensuring optimal care for livestock and enhancing herd quality.
  • Coordinated daily routines for animal care, ensuring adherence to established welfare standards.
  • Monitored health indicators of livestock, promptly addressing signs of illness or distress.
  • Collaborated with team members to streamline fencing repairs and pasture rotations, enhancing land use efficiency.
  • Mended fences in disrepair to prevent livestock from wandering off and to keep predators out.
  • Herded livestock using horses or ranch ATVs.
  • Maintained equipment and ranch structures.
  • Moved livestock by herding animals to different ranch locations to avoid pasture damage.
  • Branded and tagged livestock for proper identification and security when lost and stolen.
  • Ensured healthy livestock through regular monitoring, vaccination, and treatment of illnesses.
  • Reported any property damage or concerns to supervisors and completed requested services to resolve.
  • Improved ranch efficiency by implementing modern agricultural practices and techniques.
  • Assisted in the safe birth of livestock by monitoring pregnant animals closely and acting as a birthing assistant when necessary.
  • Maintained high-quality pastures by implementing proper irrigation, fertilization, and weed control methods.
  • Streamlined daily operations by creating efficient work schedules and delegating tasks to team members effectively.

Waitress

Casa Del Ray
04.2014 - 09.2016
  • Delivered exceptional customer service in fast-paced dining environment.
  • Collaborated with kitchen staff to ensure timely food preparation and delivery.
  • Resolved customer complaints swiftly, improving overall satisfaction rates.
  • Oversaw daily operations during peak hours, ensuring smooth workflow and service quality.
  • Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
  • Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
  • Maintained clean and welcoming dining environment, ensuring a positive guest experience.
  • Remained calm and poised when dealing with difficult customers or during busy shifts.
  • Used cash registers and credit card machines to cash out customers.
  • Supported teamwork atmosphere among staff members through clear communication and collaboration during shifts.
  • Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
  • Enhanced customer satisfaction by providing attentive service and promptly addressing any concerns.
  • Managed cash transactions accurately, ensuring proper change was provided to customers as needed.
  • Built rapport with regular customers through friendly interactions and attentiveness to their preferences.

Education

High School Diploma -

Grantsville High School
Grantsville, UT
05-2016

Skills

  • 2025 Key Bank Top Performer for Q1 and Q2
  • Consumer lending
  • Operational efficiency
  • Cash management
  • Teller support
  • Loan origination
  • Anti-money laundering
  • Sales management
  • Branch management
  • Commercial lending
  • Financial planning
  • Cross-selling strategies
  • Investment advisory
  • Banking operations
  • Willing to learn
  • Teamwork and collaboration

Timeline

Financial Wellness Consultant

Key Bank
09.2016 - Current

Waitress

Casa Del Ray
04.2014 - 09.2016

Ranch Hand

Walters Ranch
04.2012 - Current

High School Diploma -

Grantsville High School

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