Kole Kneeland

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 and maintaining relationships with local businesses through community outreach efforts such as attending networking events or representing 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 have raised branch profitability by consistently exceeding monthly performance targets for lending, account services and other key metrics while cross-selling opportunities, promoting additional deposit products and offering financial planning strategies to my clients.

• 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.

• 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.