Kim Cawthon
San Antonio,TX
Summary
Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Bank Specialist
USAA Federal Savings Bank
02.2019 - 03.2023
- Referred customers to other banking departments for specialized services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Assisted customers with banking needs and inquiries.
- Opened, closed, and updated accounts for customers.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Educated customers on features and benefits of banking products and services.
Consumer Loan Specialist
USAA Federal Savings Bank
08.2009 - 02.2019
- Generated numerous valuable leads through outbound phone calls to local consumers and businesses.
- Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
- Achieved sales goals consistently by tenaciously pursuing new connections and loan opportunities.
- Educated customers on terms and conditions of loans to provide clear understanding.
- Reviewed customer applications closely to identify any opportunities for further development and revenue.
Banking Specialist
USAA Federal Savings Bank
05.2008 - 08.2009
- Provided customers with additional information regarding account services.
- Activated new accounts and issued customer identification numbers.
- Processed deposits, withdrawals and ACH transfers accurately.
- Verified customer identity and reviewed documentation for accuracy.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Monitored accuracy of customer information in system.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Responded to customer inquiries regarding new accounts and account services.
Education
High School Diploma -
North High School
Omaha06.1973
Skills
- Qualifying Customers
- Membership Inquiries and Renewals
- Retail Sales
- Customer Loyalty
- Credit Card Applications
- Customer Information Databases
- Credit and Debt Card Processing
- Customer Needs Assessments
Timeline
Bank Specialist
USAA Federal Savings Bank
02.2019 - 03.2023
Consumer Loan Specialist
USAA Federal Savings Bank
08.2009 - 02.2019
Banking Specialist
USAA Federal Savings Bank
05.2008 - 08.2009
High School Diploma -
North High School
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