Summary
Overview
Work History
Education
Skills
Timeline
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KIMBERLY PHILLIPS

West Columbia,South Carolina

Summary

Dynamic Personal Banker with Synovus Bank, recognized for enhancing customer satisfaction through exceptional service and relationship building. Expert in transaction processing and cash handling, consistently achieving zero discrepancies. Proven ability to conduct financial needs assessments, driving new business and fostering trust with clients through effective communication and tailored financial solutions.

Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Veterinarian Assistant position. Ready to help team achieve company goals.

Overview

19
19
years of professional experience

Work History

Personal Banker

Synovus Bank
01.2007 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Backed up teller team by handling needs of new and existing customers at main counter.

Education

Certificate of Technical Studies - Veterinarian Assistant

Midlands Technical College
West Columbia, SC
10-2023

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Positive attitude
  • Cash handling
  • Fraud prevention
  • Attention to detail
  • Interpersonal skills
  • Banking policies and procedures
  • Loan processing
  • Transaction processing
  • Teller support
  • Professional appearance
  • Rapport building
  • Financial advisement
  • Financial statements preparation
  • Member support

Work Type

Full Time

Work Location

On-SiteRemote

Timeline

Personal Banker

Synovus Bank
01.2007 - Current

Certificate of Technical Studies - Veterinarian Assistant

Midlands Technical College