Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kimber Reilly

Jacksonville,NC

Summary

Detail-oriented professional with a strong track record in communication, multitasking, and teamwork. Committed to leveraging these skills to contribute effectively to organizational success. Recognized by peers for a diligent work ethic and reliability, consistently driving team objectives forward. Authorized to work in the US for any employer, prepared to make a meaningful impact.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Financial Sales Manager

First Citizens Bank
06.2022 - Current
  • As a Financial Sales Manager at First Citizens Bank, I manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. The role primarily engages in outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
  • Sales - Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
  • Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
  • Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities.
  • Implemented initiatives to improve customer satisfaction and increase repeat business.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Conducted regular performance reviews for team members, setting clear expectations and offering guidance on areas for improvement.
  • Provided exceptional customer service by addressing client concerns promptly and effectively.
  • Cultivated an inclusive work environment that encouraged collaboration, fostering a positive team culture that increased employee morale and job satisfaction.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.

Operations Services Supervisor

First Citizens Bank
08.2020 - 06.2022
  • Manages the team of service line associates. Processes teller transactions and other customer service requests. Facilitates customer awareness and education of bank capabilities, tools, and resources. Responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a branch team.
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
  • Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency.


Float Financial Service Rep I

First Citizens Bank
02.2020 - 08.2020
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Maintained productivity and quality standards at all times.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
  • Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
  • Refer customers to appropriate bank personnel to meet their financial needs.
  • Execute wire transfers of funds.
  • Process loan applications.
  • Provided information about company products and services, and capitalized on upsell opportunities.

Sales & Service Rep III

First Citizens Bank
08.2019 - 02.2020
  • Streamlined the sales process for increased efficiency, ensuring accurate record-keeping, timely follow-ups, and successful deal closures.
  • Delivered product demonstrations tailored to clients'' specific requirements, showcasing features that would benefit their businesses directly.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
  • Monitored sales pipeline closely to identify any bottlenecks or obstacles hindering progress towards reaching quarterly targets.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Followed up with customers about resolved issues to maintain high standards of customer service.

Financial Service Representative

First Citizens Bank
11.2018 - 08.2019
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Developed strong relationships with clients, leading to consistent referrals and a growing client base.
  • Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
  • Participated in continuous professional development programs to stay current with industry trends and best practices.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Educated customers on features and benefits of banking products and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Streamlined operations, implementing efficient processes to improve overall productivity and performance.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.

Sales & Service Rep II

First Citizens Bank
04.2017 - 11.2018
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Educated customers on use of banking website and mobile apps.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Operations Accountant Assistant

Coastal Bank & Trust
03.2016 - 01.2017
  • Operate computers programmed with accounting software to record, store, and analyze information.
  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  • Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  • Comply with federal, state, and company policies, procedures, and regulations.
  • Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
  • Reconcile or note and report discrepancies found in records.
  • Match order forms with invoices, and record the necessary information.
  • Perform general office duties such as filing, answering telephones, and handling routine correspondence.
  • Prepare trial balances of books.
  • Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
  • Streamlined accounts payable processes, reducing processing time and strengthening vendor relationships.
  • Improved financial accuracy by streamlining the operations accounting process and implementing new software solutions.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.

Teller

Coastal Bank & Trust
04.2015 - 03.2016
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  • Order a supply of cash to meet daily needs.
  • Prepare and verify cashier's checks.
  • Carry out special services for customers, such as ordering bank cards and checks.
  • Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
  • Resolve problems or discrepancies concerning customers' accounts.
  • Process and maintain records of customer loans.
  • Count, verify, and post armored car deposits.
  • Monitor bank vaults to ensure cash balances are correct.
  • Compose, type, and mail customer statements and other correspondence related to issues such as discrepancies and outstanding unpaid items.

Service Department Receptionist

National Dodge Automotive
09.2012 - 03.2014
  • Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
  • Transmit information or documents to customers, using computer, mail, or facsimile machine.
  • Hear and resolve complaints from customers or the public.
  • Schedule appointments and maintain and update appointment calendars.

Education

diploma -

White Oak High School
Jacksonville, NC
05.2002

Skills

  • Sales Support
  • Effective sales presentations
  • Customer relationship development
  • Sales training
  • Sales development
  • In-person client meetings
  • Cross-selling techniques
  • Client support
  • Time management
  • Problem-solving abilities
  • Collaborative teamwork
  • Excellent communication

Certification

  • NMLS July 2022 to Present

Timeline

Financial Sales Manager

First Citizens Bank
06.2022 - Current

Operations Services Supervisor

First Citizens Bank
08.2020 - 06.2022

Float Financial Service Rep I

First Citizens Bank
02.2020 - 08.2020

Sales & Service Rep III

First Citizens Bank
08.2019 - 02.2020

Financial Service Representative

First Citizens Bank
11.2018 - 08.2019

Sales & Service Rep II

First Citizens Bank
04.2017 - 11.2018

Operations Accountant Assistant

Coastal Bank & Trust
03.2016 - 01.2017

Teller

Coastal Bank & Trust
04.2015 - 03.2016

Service Department Receptionist

National Dodge Automotive
09.2012 - 03.2014

diploma -

White Oak High School

Similar Profiles

CREATE PROFILE