Kelsey Stormer
Ligonier,PA
Summary
Highly organized, possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
7
7
years of professional experience
Work History
Senior Client Service Associate
YTS Wealth Management
12.2023 - Current
- Assisted in the development and implementation of new policies and procedures to improve overall service quality for clients.
- Led training sessions for client service associates on various topics, sharing knowledge and expertise to elevate team performance.
- Maintained detailed records of all client interactions in the CRM system, ensuring accurate historical information was readily available when needed.
- Closely monitored all transactions amongst client investment accounts while working closely with sponsor companies to ensure all fund transfers occurred in a timely manner.
- Built strong relationships with clients through regular communication and prompt follow-ups on outstanding matters.
- Consistently exceeded performance targets regarding customer satisfaction ratings, contributing significantly towards company-wide annual goals.
Client Service Associate
YTS Wealth Management
05.2023 - 12.2023
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Managed receptionist area by greeting visitors, responding to telephone, and email inquiries and providing information for in-person requests.
- Delivered comprehensive analysis of client portfolios and investment returns.
- Prepared and processed investment account applications in a timely and accurate manner.
Head Teller
First National Bank Of PA
01.2022 - 05.2023
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Replenished ATM funds in empty canisters prior to validation process.
- Maintained full control of the branch's main cash vault and ordered and prepared cash shipment when necessary.
- Trained newly hired team members on customer transactions and appropriate responses to patron questions.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
Server
Carol And Dave's Roadhouse
01.2018 - Current
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
Seasonal Part-Time Teller
Commercial Bank And Trust Of PA
05.2019 - 05.2020
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
Bachelor of Science - Supply Chain Management
Duquesne University
Pittsburgh, PA12.2021
Associate of Arts -
Westmoreland County Community College
Youngwood, PA05.2018
High School Diploma -
Ligonier Valley High School
Ligonier, PA05.2018
Skills
Microsoft Suite Proficiency
SAP Proficiency
Team Development/Leadership Skills
Strong Problem Solving Abilities
Strong Interpersonal and Communication Skills
Client Relationships
Affiliations
Pi Sigma Epsilon- Delta Chi
National Society of Leadership and Success
Duquesne Supply Chain Council
Timeline
Senior Client Service Associate
YTS Wealth Management
12.2023 - Current
Client Service Associate
YTS Wealth Management
05.2023 - 12.2023
Head Teller
First National Bank Of PA
01.2022 - 05.2023
Seasonal Part-Time Teller
Commercial Bank And Trust Of PA
05.2019 - 05.2020
Server
Carol And Dave's Roadhouse
01.2018 - Current
Bachelor of Science - Supply Chain Management
Duquesne University
Associate of Arts -
Westmoreland County Community College
High School Diploma -
Ligonier Valley High School
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