Kimberly A. Birmingham
PHILADELPHIA,PA
Summary
With a proven track record at PNC Bank, I excel in branch operations and fostering client relationships. My leadership in financial services has consistently driven team success and exceeded sales targets. Skilled in cross-selling and customer service, I bring a dynamic blend of strategic vision and interpersonal skills to achieve outstanding results.
Overview
22
22
years of professional experience
Work History
Business Owner
Maid To Perfection Cleaning Services
01.2015 - Current
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Developed a high-performing team through effective recruitment, training, and performance management.
- Delivered exceptional results under tight deadlines by prioritizing tasks effectively and delegating responsibilities appropriately throughout the team.
Branch Manager
PNC Bank
06.2015 - 08.2017
- Coached and mentored sales team members to enhance individual performance, ultimately contributing to the overall success of the branch.
- Led by example, exhibiting strong work ethic and consistently meeting or exceeding individual sales targets while inspiring team members to do the same.
- Established strong relationships with key clients through attentive service and expert product knowledge, solidifying their loyalty and trust.
- Conducted regular performance reviews for team members, identifying strengths as well as areas requiring further development or training opportunities for continuous growth.
- Addressed client concerns or complaints promptly with empathy and professionalism; resolved issues efficiently without compromising on service excellence standards.
- Drives employee experience. Responsible for acquiring and retaining talent through the coaching and development of employees. Ensures employees achieve the performance and activity expectations. Leads the performance management process for all direct reports.
- Leads branded sales process to proactively achieve sales targets and customer loyalty. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households.
Mortgage Loan Officer NMLS# 983471
PNC Mortgage
10.2012 - 06.2015
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Implementing effective time management techniques allowed me to consistently exceed monthly sales targets while maintaining high-quality customer service standards.
- Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs.
Associate Relationship Manager
PNC Wealth Management
02.2011 - 09.2012
- Liaison between the Bank Retail Channel and Wealth Management
- Assisted senior relationship managers in developing new business strategies to expand the client base.
- Developed presentations for prospective clients showcasing our firm's unique capabilities in managing complex financial situations.
- Collaborated with internal teams to deliver comprehensive financial solutions for clients and facilitate cross-selling initiatives.
- Worked alongside other departments to develop cohesive strategies that maximized the overall value of our client relationships.
Licensed Financial Sales Consultant
PNC Bank
03.2006 - 02.2011
- Streamlined account opening processes for new clients, resulting in higher client retention rates.
- Held a Series 6, 63 and Life and Health Insurance License. Boosted sales of investment products by conducting financial needs assessments and recommending suitable options.
- Enhanced customer satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Increased loan portfolio growth by identifying potential borrowers and effectively presenting loan options.
- Developed strong client relationships through consistent follow-ups and personalized banking advice.
- Strengthened referral partnerships with business lines across the bank to maximize cross-selling potential.
- Cultivated strong customer relationships by providing tailored advice and services.
Sales Assistant
PNC Investments
03.2003 - 03.2006
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Facilitated cross-departmental communication, organizing meetings to discuss project progress and align objectives.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Teller
PNC Bank
09.2002 - 03.2003
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
- Cross-sold credit cards, loans and other bank products.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Educated customers on use of banking website and mobile apps.
Education
High School Diploma -
Lower Cape May Regional High School
Cape May, NJ06-1998
Skills
- Attention to detail
- Client relationships
- Driven and determined
- Branch operations management
- Financial services
- Cross-selling products
- Banking
- Teamwork and collaboration
- Customer Service-oriented
- Loan origination
- Team leadership
- Sales expertise
Timeline
Branch Manager
PNC Bank
06.2015 - 08.2017
Business Owner
Maid To Perfection Cleaning Services
01.2015 - Current
Mortgage Loan Officer NMLS# 983471
PNC Mortgage
10.2012 - 06.2015
Associate Relationship Manager
PNC Wealth Management
02.2011 - 09.2012
Licensed Financial Sales Consultant
PNC Bank
03.2006 - 02.2011
Sales Assistant
PNC Investments
03.2003 - 03.2006
Teller
PNC Bank
09.2002 - 03.2003
High School Diploma -
Lower Cape May Regional High School
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