Kim Kelso
Cañon City,CO
Summary
Knowledgeable and dedicated customer service professional with experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
14
14
years of professional experience
Work History
Customer Service Representative
First Arkansas Bank & Trust
10.2018 - 01.2023
- Sold and cross-sold bank products to new and existing customers.
- Opened accounts with knowledge of the products available.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted customers with compromised debit cards and issued new credentials.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Maintained accurate records of customer transactions in line with bank procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Monitored and reported suspicious activity in line with bank security policies.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Provided customer records, account statements and copies of checks.
- Processed customer transactions promptly, minimizing wait times.
- Audited fellow teller currency to contribute to dual-control procedures.
- Placed orders for customer checks and verified starting numbers.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Sales
Lauray's The Diamond Center
02.2009 - 08.2018
- Presented professional image consistent with company's brand values.
- Built relationships with customers and community to promote long term business growth.
- Consulted with businesses to supply accurate product and service information.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Generated new sales leads to achieve and exceed monthly sales goals.
- Informed customers of promotions to increase sales productivity and volume.
- Maintained current knowledge of evolving changes in marketplace.
- Engaged with customers to effectively build rapport and lasting relationships.
Education
Some College (No Degree) -
Arkansas State University
State University, ARSkills
- Credit Card Payment Processing
- Retail Sales Customer Service
- Active Listening
- Customer Relations
- Money Handling Abilities
- Closing Sales
- Computer Proficiency
Timeline
Customer Service Representative
First Arkansas Bank & Trust
10.2018 - 01.2023
Sales
Lauray's The Diamond Center
02.2009 - 08.2018
Some College (No Degree) -
Arkansas State University
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