Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Awards
Generic

Kristina Walleser

Ames,IA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Demonstrated expertise in problem-solving and client relationship management. Willingness to take on added responsibilities to meet team goals.


Overview

8
8
years of professional experience

Work History

Client Relationship Consultant II & III

US Bank
12.2020 - Current
  • Opened accounts such as checking, savings, trust, estates, business, etc.
  • De-escalated problematic customer concerns while maintaining a calm and friendly demeanor.
  • Informed customers about products and services offered in the company.
  • Handled audits, cash and supplies ordering.
  • Set appointments for customers both virtual and in person.
  • Problem solved in many difficult situations with a customer.
  • Accurately assessed customers needs in order to offer specific lending products

Teller I & Teller II

Credit Union 1
07.2018 - 03.2020
  • Trained new team members.
  • Provide audit oversight over daily work, vault, cash machines and ATM.
  • Increased sales initiatives.
  • Balanced daily cash deposits and vault inventory with zero error rate
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Exceeded sales goals by promoting bank products and services in every interaction.
  • Maintained confidentiality of bank records and client information.

Coordinator

TJ Maxx
07.2017 - 07.2018
  • Introduced and communicated to customers available products and services to develop customer relationships.
  • Responsible for daily processing, organization and preparing of merchandise to the sales floor.
  • Process customer transactions with adherence to register and cash procedures. Resolve customer concerns and product exchanges/returns in a friendly and efficient manner.
  • Recognized as rewards super star for maintaining credit card customer referrals.

Education

High School Diploma - General Studies

Nevada High School
Nevada, IA
05.2016

Skills

  • Problem Solving
  • Organization and Time Management
  • Products and Services Knowledge
  • Analyzing Data
  • Team leadership & development

Accomplishments

Received a Silver Shield Award from CEO for excellent management skills.


Completed and Graduated from CRC Leadership Program

Timeline

Client Relationship Consultant II & III

US Bank
12.2020 - Current

Teller I & Teller II

Credit Union 1
07.2018 - 03.2020

Coordinator

TJ Maxx
07.2017 - 07.2018

High School Diploma - General Studies

Nevada High School

Awards

Involved in the Community Service Committee, representing the branch in community fundraising and donation goals.

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