Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

KRISTIN KOCZAN

Mentor,OH

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

16
16
years of professional experience

Work History

Personal Banker

Key Bank
Euclid, OH
12.2020 - Current
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Analyzed financial documents provided by customers to determine their needs.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Identified potential fraud risks on accounts and reported suspicious activities.
  • Maintained accurate records of all transactions conducted throughout the day.

Supervisor Client Account Relations

Safeguard Properties
Valley View, OH
01.2018 - 04.2020
  • Streamlined reporting of work needed and completed to fit client's needs and requests.
  • Updated client's system to report condition of properties.
  • Contacted vendors when necessary to fast track high profile properties were addressed in a timely manner.
  • Conducted weekly conference calls with clients to discuss solutions to ensure their concerns were being addressed.
  • Reviewed work open work orders to ensure work was being completed timely and correctly.
  • Reviewed work to uncover deficiencies and take proper steps to correct.
  • Evaluated employee job performance and motivated staff to improve productivity.
  • Coordinated office activities and operations to secure efficiency and compliance with company policies.
  • Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
  • Trained employees on best practices and protocol while managing teams to maintain optimal productivity.

Team Lead Client Account Relations

Safeguard Properties
Valley View, OH
10.2014 - 12.2018
  • Streamlines reporting of work needed and completed to fit client's needs and requests.
  • Mentored and trained employees to ensure accurate work orders were placed.
  • Contacted vendors when necessary to fast track high profile properties were addressed in a timely manner.
  • Conducted weekly conference calls with clients to ensure their concerns were being addressed.
  • Integrated process improvements to increase overall workflow.
  • Developed open and professional relationships with team members, enabling more effective issue resolution.
  • Monitored team progress and enforced deadlines.
  • Enforced adherence to company policies, answered coworkers' questions and trained new personnel.
  • Fostered positive employee relationships through effective communication, training and development coaching.

P&P Specialist

Safeguard Properties
Valley View, OH
04.2014 - 10.2014
  • Audited vendor's work to ensure accuracy and completion of necessary items to satisfy the client's request.
  • Contacted vendors when necessary to fast track high profile properties were addressed in a timely manner.
  • Demonstrated self-reliance by meeting and exceeding workflow needs.

Teller Supervisor

PNC
Willoughby, Ohio
04.2012 - 04.2014
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
  • Mentored and trained newly hired tellers to familiarize each with job responsibilities and organizational procedures.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Cash Dispenser, ATM, and proper audit procedures.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.
  • Maintained and monitored coin and currency levels in bank vault and verified coin and currency sums received from branches, correspondent banks, customers and tellers.
  • Adhered to regulatory and company security and audit procedures.

Commercial Teller / Vault Teller / Drive-Thru Teller

PNC
Willoughby, OH
07.2011 - 03.2012
  • Provide customer service in the branch as well as over the phone.
  • Complete daily financial transactions with customers Recognize financial needs of existing clients to ensure customer satisfaction.
  • Performed currency transaction reports for foreign currency.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Received regional branch recognition award for outstanding customer service.

Vault Teller

JPMorgan Chase
Wickliffe, OH
03.2010 - 07.2011
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
  • Adhered to regulatory and company security and audit procedures.
  • Maintained and monitored coin and currency levels in bank vault and verified coin and currency sums received from branches, correspondent banks, customers and tellers.
  • Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.

Personal Banker

JPMorgan Chase
Willoughby, OH
05.2008 - 03.2010
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Received Series 6 and Life Insurance licensure June 2008.
  • Devised targeted solutions for various customers, including deposit, lending and investment services.
  • Met with clients to facilitate budget management and financial guidance.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Networked to build client base and promote products to new and existing clients.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.

Education

University Of Akron
Akron, OH

Lakeland Community College
Willoughby, OH

Skills

  • Customer service
  • Reporting
  • Research
  • Interpersonal Skills
  • Analytical Skills
  • Problem resolution
  • MS Office
  • Issues Resolution
  • Attention to Detail
  • Data Collection
  • Client Relationship Management

Accomplishments

  • 2023 Signature Circle
  • Top Customer Service Ratings

References

References available upon request.

Timeline

Personal Banker

Key Bank
12.2020 - Current

Supervisor Client Account Relations

Safeguard Properties
01.2018 - 04.2020

Team Lead Client Account Relations

Safeguard Properties
10.2014 - 12.2018

P&P Specialist

Safeguard Properties
04.2014 - 10.2014

Teller Supervisor

PNC
04.2012 - 04.2014

Commercial Teller / Vault Teller / Drive-Thru Teller

PNC
07.2011 - 03.2012

Vault Teller

JPMorgan Chase
03.2010 - 07.2011

Personal Banker

JPMorgan Chase
05.2008 - 03.2010

University Of Akron

Lakeland Community College

Similar Profiles

CREATE PROFILE
KRISTIN KOCZAN