Kevin Juliani
Personal Banker
Leander,TX
Your time is limited, so don’t waste it living someone else’s life.
Steve Jobs
Summary
Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support. Known for reliability and capacity to adapt to dynamic banking environments. Skilled in financial advising and data analysis, fostering both teamwork and individual accountability.
Overview
5
5
years of professional experience
Work History
Personal Banker
SouthStar Bank
06.2025 - Current
- Assisted clients with account inquiries, transactions, and resolution of banking issues.
- Educated customers on product offerings, enhancing financial literacy and service utilization.
- Processed account applications, ensuring compliance with regulatory standards and internal policies.
- Monitored account activity to identify potential fraud and mitigate risks effectively.
- Educated customers on digital banking tools to enhance user experience and engagement.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Associate Banker - ME
Chase Bank
01.2024 - 09.2024
- Provided customer service by attending to their inquiries and requests for information.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Established strong relationships with customers to increase customer loyalty.
- Resolved customer complaints in a timely manner while adhering to bank policies and procedures.
- Developed detailed knowledge of products offered by the bank including deposit accounts, investments, loans.
- Cross-sold banking services such as credit cards, insurance policies.
- Assisted in training new employees as needed.
- Participated in team meetings to discuss performance metrics and strategies for improvement.
- Reviewed documents such as loan applications, contracts, ensuring accuracy prior to approval or submission.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Bilingual Bank Teller
M&T Bank
05.2021 - 01.2024
- Handled office schedules, meetings, and reunions with clients
- Answered phone calls and performed a huge array of other essential tasks; expanded relationships and contacted clients about new services and discounts
- Methodical, good eye for detail & very well organized
- Helped customers open and close checking accounts & savings accounts
- Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance with regulatory requirements
- Proficiency with QuickBooks & Bank software & hardware
- Directed daily operations for the bank, including branch sales, business development, and extraordinary customer service
- Sold more than $1 million in a quarter year
- Attention to detail helped stop more than 30 fraudulent checks in a month
- Helped manager in completing difficult tasks
- Received more than 20 'Wow!' ratings customer service wise.
Office Manager
Juliani's Painting
03.2021 - 03.2022
- Handled office schedules, meetings, and reunions with clients
- Coordinated meetings and visits, presented works and which areas of the houses would be renovated or painted
- Organized files
- Answered phone calls and performed a huge array of other essential tasks; expanded relationships and contacted clients about new services and discounts
- Methodical, good eye for detail & very well organized
- Communication abilities to make sells & desired price arranger
- Outbound calls: initiating calls with customers, assisting new and returning customers with new services, discounts, and going to the client's house to offer more services and discuss the project
- Cross-selling services: helping clients decide if they would like to add new areas of their houses or apartments to be renewed or painted with the ongoing project, maximizing every sale opportunity by cross-selling profitable and complementary or similar products to what our client had in mind.
Education
Some College (No Degree) - Cybersecurity
10.2025 - Current
Skills
- Investment & Banking regulations
- Office management
- Professionalism and courtesy
- Organizational skills
- Sales proficiency
- Deposit and withdrawal management
- Office administration
- Effective multitasking
- Cash counting
- Team player
- Financial planning
- Customer Service & Relations
- AML compliance
- Transaction review
Languages
Portuguese
Spanish
Accomplishments
- Sold more than $1M in a quarter of a year.
- More than 34 "WOW" in Costumer Reviews within 6 months.
Over 20 "WOW" costumer service awards.
Throughout my four years in banking, I have been recognized with over 34 "WOW" Customer Service Awards for my commitment to customer satisfaction. I take pride in going the extra mile to ensure that each client receives personalized solutions and a seamless banking experience. My ability to build strong relationships and resolve issues efficiently has been a key factor in my success.
Timeline
Austin Community College - Some College (No Degree), Cybersecurity
10.2025 - Current
Personal Banker - SouthStar Bank
06.2025 - Current
Associate Banker - ME - Chase Bank
01.2024 - 09.2024
Bilingual Bank Teller - M&T Bank
05.2021 - 01.2024
Office Manager - Juliani's Painting
03.2021 - 03.2022