Summary
Overview
Work History
Education
Skills
Certification
Volunteer Opportunities
Personal Information
Timeline
Generic

Kimberly Dick

North Saint Paul,MN

Summary

Looking to secure a challenging position that would allow me to utilize my leadership skills to motivate staff to exceed organizational objectives through coaching, training and sharing organizational knowledge. Proven history of success in building lifelong relationships with clients. Successful retaining and growing business with extensive experience in identifying and managing client relationships withing the affluent and high -net-worth market. Accountable for Deeping, retaining, and improving the profitability of client relationships in the affluent segment. I am focused on growth strategies and partnership with a local team of committed professionals to address financial goals for the clients own personal legacy. Proactively serve clients for the benefit of their financial needs and goals. My top five strengths are Communication, Activator, Significance, Woo, Discipline. Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, strategy and finance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Client Relationship Consultant 4

US Bank
02.2022 - Current
  • In this role I manage and uncover high Net- worth client relationships
  • Utilize and integrated planning approach to recommend strategies that utilized US Banks’ individual and institutional capabilities to create, enhance, and maintain client wealth
  • Utilized solid banking practices to strategize and build lifelong commitments of loyalty and commitment to the organization
  • Advise clients on appropriate credit, deposit, and the benefits of being a private wealth management client
  • I deliver exceptional customer experience as well as building life long relationships with my current and future clients
  • I have Strong communications skills, compassion Action oriented, personality culture fit, trustworthiness, as well as life long relationship commitment
  • Outreach to optional clients making client assessments developing action plans answering clients inquires and offerings
  • Open and service new and existing customers on US Bank products
  • Ask value questions to understand clients personal and financial goals to align with their own personal financial approach recommending products designed for the individual financial goals and needs
  • Continuously follow policies and procedures to minimize risk and financial loss for the bank and our clients
  • Continually research product and services offered by US Bank
  • Utilize internal resources to accurately verify current policies within the organization
  • Actively set appointments by reaching out to current and future clients utilizing leads list
  • Make recommendation to the importance to come in to do a financial review to ensure client has the best options for them to ensure the success of their experience with US Bank and they are prepared for their future
  • Build rapport and trust with current and new clients through education, showing value, communicating clear options, and utilizing partnership knowledge
  • Continually follow-up with clients to ensure needs and expectations are met
  • Recommend and show benefits of self-service digital products and other services offered by US Bank
  • Answer concerns and questions in a positive proactive manner to ensure a exceptional banking experience
  • Attend weekly meetings with my partners to follow-up on issues and concerns from the previous week
  • Work collaboratively with team members sharing knowledge and experiences with clients
  • Currently licensed in the National Mortgage Licensing System (NMLS) and have an active Notary License through the Secretary of State
  • Participate in volunteer opportunities with the company.

Personal Banker II

Wells Fargo Bank
07.2015 - 02.2022
  • Demonstrated leadership through Wells Fargo visions and values
  • Met the needs of customer financial goals, solved customer problems and complaints
  • Opportunities to help clients financially; building lifelong relationships with Wells Fargo clients, and new clients to the bank
  • Manage customer portfolio; work directly with affluent client’s; trust, guardianship accounts Represenitive payee accounts, Estate planning Deceased processing as well as Business banking
  • Outbound calling Achieve individual goals as well as branch goals, understand bank products and respond appropriately to customer inquiries regarding products Understand retail banking policies and procedures for position and ensure compliance

Personal Banker I

Wells Fargo Bank
07.2014 - 07.2015
  • Demonstrated leadership through Wells Fargo visions and values
  • Met the needs of customer financial goals, solved customer problems and complaints
  • Opportunities to help clients financially; building lifelong relationships with Wells Fargo clients, and new clients to the bank
  • Manage customer portfolio; work directly with affluent client’s; trust, guardianship accounts Represenitive payee accounts, Estate planning Deceased processing as well as Business banking
  • Outbound calling Achieve individual goals as well as branch goals, understand bank products and respond appropriately to customer inquiries regarding products Understand retail banking policies and procedures for position and ensure compliance

Customer Sales Representative

Wells Fargo Bank
02.2014 - 07.2014
  • Demonstrated leadership through Wells Fargo visions and values
  • Met the needs of customer financial goals, solved customer problems and complaints
  • Opportunities to help clients financially; building lifelong relationships with Wells Fargo clients, and new clients to the bank
  • Manage customer portfolio; work directly with affluent client’s; trust, guardianship accounts Represenitive payee accounts, Estate planning Deceased processing as well as Business banking
  • Outbound calling Achieve individual goals as well as branch goals, understand bank products and respond appropriately to customer inquiries regarding products Understand retail banking policies and procedures for position and ensure compliance

Teller

Wells Fargo Bank
08.2012 - 02.2014
  • Demonstrated leadership through Wells Fargo visions and values
  • Met the needs of customer financial goals, solved customer problems and complaints
  • Opportunities to help clients financially; building lifelong relationships with Wells Fargo clients, and new clients to the bank
  • Manage customer portfolio; work directly with affluent client’s; trust, guardianship accounts Represenitive payee accounts, Estate planning Deceased processing as well as Business banking
  • Outbound calling Achieve individual goals as well as branch goals, understand bank products and respond appropriately to customer inquiries regarding products Understand retail banking policies and procedures for position and ensure compliance

Teller / Personal Banker

TCF Bank
08.2005 - 11.2011
  • Opened new customer accounts and closed existing customer accounts at customer request Provided customer assistance with balance details Cashed checks and processed deposits upon balance and signature verifications Processed deposit for night drop Balance ATM Order cash Referrals couch current and existing colleges.

Education

Health Sciences

Argosy University
Eagan, MN

Skills

  • Problem-Solving
  • Attention to Detail
  • Team Leadership & Development
  • Client Relationships
  • Integrity and Honesty
  • Analytical Thinking
  • Strategic Planning
  • Issue Resolution
  • Customer Relationship Management
  • Goal Setting
  • Client Engagement
  • Work Planning and Prioritization
  • Continuous Improvement
  • Client rapport
  • Quality Assurance
  • Best Practices Implementation

Certification

  • National Mortgage Licensing System (NMLS), Currently licensed
  • Notary License, Active

Volunteer Opportunities

Participate in volunteer opportunities with the company

Personal Information

Title: Client Relationship Consultant 4

Timeline

Client Relationship Consultant 4

US Bank
02.2022 - Current

Personal Banker II

Wells Fargo Bank
07.2015 - 02.2022

Personal Banker I

Wells Fargo Bank
07.2014 - 07.2015

Customer Sales Representative

Wells Fargo Bank
02.2014 - 07.2014

Teller

Wells Fargo Bank
08.2012 - 02.2014

Teller / Personal Banker

TCF Bank
08.2005 - 11.2011

Health Sciences

Argosy University
Kimberly Dick