Kole Kneeland
Salem
Summary
Proven Universal Consultant at Maps Credit Union, adept in relationship building and analytical thinking, elevated branch profitability by exceeding performance targets. Skilled in client rapport and MS Office, I've successfully enhanced customer service and financial product promotion, achieving significant revenue growth.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Universal Consultant
Maps Credit Union
04.2023 - Current
- Relationship Manager for Consumer and Commercial accounts, building rapport and cross selling to clients as their primary touch point. Additionally, I am involved in building strenghtening relationships with local businesses through community outreach efforts such as attending networking events or volunteering at charity functions. I am responsible for Consumer and Commercial account opening and maintenance, loan origination (HELOC, Unsecured Line of Credit, Auto, etc.) and IRA services. I raised branch profitability by consistently exceeding monthly performance targets for lending, account services and other key metrics while cross-selling opportunities and promoting additional financial products and financial planning strategies to clients through evaluation of finances.
Financial Services Officer
Maps Credit Union
06.2022 - 04.2023
- Delivered exceptional customer service through prompt response times, clear communication, and a thorough understanding of client objectives.
- Raised branch efficiency by consistently meeting or exceeding monthly performance targets for loans, deposits, and other key metrics.
- Ensured smooth transactions by accurately processing loan applications, account openings, and various banking services requests.
- Increased revenue by identifying cross-selling opportunities and promoting additional financial products to clients.
Teller Specialist
Maps Credit Union
09.2021 - 06.2022
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Contributed to branch success by actively participating in sales promotions and cross-selling opportunities.
- Managed cash drawer accurately, consistently balancing at the end of each shift without discrepancies.
- Provided exceptional service to diverse clientele, addressing their unique needs and fostering positive relationships.
Education
Bachelor of Science, Finance
Western Governors University
Salt Lake City, UT12-2025
Associate of Arts -
Chemeketa Community College
Salem, OR07-2022
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships and rapport
- Multitasking and organization
- Excellent communication
- Relationship building
- MS office
- Analytical thinking
Certification
- Financial Planning & Wealth Management (FPWM), Corporate Finance Institute, 2024
Timeline
Universal Consultant
Maps Credit Union
04.2023 - Current
Financial Services Officer
Maps Credit Union
06.2022 - 04.2023
Teller Specialist
Maps Credit Union
09.2021 - 06.2022
Bachelor of Science, Finance
Western Governors University
Associate of Arts -
Chemeketa Community College
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