Kimberly Palmer
Financial Operations Analyst
Auburn
Summary
Results-driven financial operations professional skilled in supporting high-volume banking environments and processing account applications. Excels in managing competing priorities and ensuring accuracy in financial documentation while delivering outstanding service in fast-paced settings. Strong organizational and communication skills enhance operational efficiency.
Overview
4
4
years of professional experience
Work History
Personal Banker
Landmark National Bank
Auburn
02.2024 - Current
- Provide exceptional customer service by handling client inquiries and resolving account-related issues efficiently
- Input, review, and process new account applications and financial service documents with a high level of accuracy
- Follow up on pending applications and documentation to ensure timely processing and completion
- Ensure compliance with banking regulations and internal policies for all transactions
- Identify and resolve discrepancies in financial data to ensure accuracy and integrity
- Coordinate multiple priorities in a fast-paced environment while maintaining attention to detail
- Train new team members on systems and procedures to uphold operational standards
- Supported daily branch operations and took on leadership responsibilities.
Barista
MJ's Coffee Shop
Saint Marys
09.2023 - 02.2024
- Provided exceptional customer service in fast-paced, high-volume setting
- Handled transactions and ensured smooth workflow during peak hours
Office Manager / Technical Assistant
St. Mary's Computers and Printers
Saint Marys
07.2022 - 12.2023
- Managed daily operations independently, organizing scheduling, inventory, and customer service to enhance overall workflow
- Maintained accurate records and streamlined workflows to improve efficiency
- Coordinated vendor communication and ordering processes to ensure timely delivery of supplies and services
- Communicated with clients to resolve technical issues and provide service updates
Education
High School Diploma -
St. Mary's Academy And College
Saint Marys, KS06-2022
Skills
- Account Opening & Compliance Documentation
- Data Accuracy & Discrepancy Resolution
- Risk Assessment
- Document review
- Microsoft Excel & Multi-System Navigation
- Workflow Management & Task Prioritization
- Customer Service Excellence
- Client communication
Awards
Landmarkable Banker Associate Choice Award, Recognized for excellence in financial accuracy, client service, and operational performance
Timeline
Personal Banker
Landmark National Bank
02.2024 - Current
Barista
MJ's Coffee Shop
09.2023 - 02.2024
Office Manager / Technical Assistant
St. Mary's Computers and Printers
07.2022 - 12.2023
High School Diploma -
St. Mary's Academy And College