Kelsey Smitherman
Austin
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
10
10
years of professional experience
Work History
Personal Banker
Frost Bank
10.2022 - Current
- 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.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- 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.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Maintained high accuracy in transaction processing, ensuring client trust and financial security.
- Trained new personal bankers, elevating team performance and service quality.
Commercial Teller
Frost Bank
01.2022 - 10.2022
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Ensured compliance with federal banking regulations, completing required reports and audits accurately and on time.
- Collaborated with team members to achieve branch goals, maintaining a professional work environment.
- Streamlined teller operations for increased efficiency through accurate cash handling and recordkeeping.
- Assisted in training new tellers, sharing best practices for efficient customer service and transaction processing.
- Maintained the cash recyclers as well as ensured that the cash vault was properly stocked and organized.
Bank Teller
Frost Bank
08.2021 - 01.2022
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Bartender
Trudys
03.2015 - 04.2021
- Served high customer volumes during special events, nights, and weekends.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
- Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
- Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
Education
Bachelor of Science - Biology
Texas State University
San Marcos, TXSkills
- Accountability
- Communication
- Consistency
- Interpersonal skills
- Dedication
- Relationship building
- Trustworthiness
Timeline
Personal Banker
Frost Bank
10.2022 - Current
Commercial Teller
Frost Bank
01.2022 - 10.2022
Bank Teller
Frost Bank
08.2021 - 01.2022
Bartender
Trudys
03.2015 - 04.2021
Bachelor of Science - Biology
Texas State University
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