Kelsey Williams
Leon
Summary
Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes, and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.
Overview
10
10
years of professional experience
2015
2015
years of post-secondary education
Work History
Client Relationship Consultant 4
U.S. Bank
Gallipolis
02.2023 - Current
- Analyzed client needs to provide tailored financial solutions.
- Collaborated with teams to develop strategic recommendations for clients.
- Facilitated workshops to educate clients on banking products and services.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
- Set specific goals for projects to measure progress and evaluate end results.
- Assessed company operations for compliance with safety standards.
Personal Banker
Peoples Bank
Gallipolis
04.2022 - 01.2023
- Assisted customers with account inquiries and transaction processing.
- Educated clients on various banking products and services available.
- Conducted financial assessments to recommend suitable banking solutions.
- Processed loan applications and gathered necessary documentation.
- Resolved customer complaints efficiently to ensure satisfaction.
- Participated in training sessions to enhance product knowledge and skills.
Universal Banker
U.S. Bank
Gallipolis
07.2018 - 04.2022
- Assisted customers with account openings and service inquiries.
- Processed transactions accurately and efficiently at the teller line.
- Educated clients on bank products and services to meet their needs.
- Maintained compliance with banking regulations and internal policies.
Manager
Bob Evans Restaurant
Rio Grande
10.2015 - 07.2018
- Supervised daily operations ensuring compliance with health and safety standards.
- Trained and mentored staff to enhance service quality and teamwork.
- Managed inventory levels using restaurant management software for efficient supply control.
- Developed staff schedules to optimize coverage during peak hours and events.
- Implemented promotional strategies to enhance customer engagement and satisfaction.
- Coordinated with kitchen staff to ensure timely food preparation and delivery.
- Monitored staff performance and addressed issues.
Education
Hannan High School
Ashton, WVSkills
- Financial analysis
- Client needs assessment
- Strategic recommendations
- Compliance management
- Team collaboration
- Goal setting
- Coaching and mentoring
Timeline
Client Relationship Consultant 4
U.S. Bank
02.2023 - Current
Personal Banker
Peoples Bank
04.2022 - 01.2023
Universal Banker
U.S. Bank
07.2018 - 04.2022
Manager
Bob Evans Restaurant
10.2015 - 07.2018
Hannan High School