Kristina Bernard
Omaha,NE
Summary
Organized Team Leader builds positive rapport, inspires trust and guides teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
14
14
years of professional experience
Work History
Senior Banker
U.S. Bank
03.2018 - 05.2024
- Managed client accounts through establishing meaningful relationships, offering tailored financial solutions, and resolving complex issues in an efficient and professional manner
- Collaborated across business lines to identify potential for other financial needs resulting in qualified referrals to Wealth Management, commercial, small business banking, and mortgage originators
- Consistently exceeded sales goals in consumer lending, and new account attrition (generated over $1M in sales revenue in 2019 and 2022)
- Trained and mentored staff to understand financial and banking products, understanding and adhering to operational standards, and coaching to success in areas of sales and improving client satisfaction scores
Enrollment and Payment Processor
Benaissance / WEX
10.2014 - 07.2017
- Managed high-volume payment processing tasks, consistently meeting deadlines without compromising accuracy or quality.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Supported continuous improvement initiatives by sharing insights on enhancing efficiency within the payment processing department.
- Worked closely with sales teams to ensure accurate invoicing and prompt receipt of payments from clients.
Financial Services Officer
SAC Federal Credit Union
05.2010 - 09.2014
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Processed customer applications and approved loans in accordance with bank policy.
Education
Business Administration
Bellevue University
Bellevue, NETransfer Degree - Business Management
Metropolitan Community College
Omaha, NESkills
- Loan structuring
- Operational Efficiency
- Analyzing data
- Customer Relationship Management
- Team member development
- Team Leadership
- Coaching and Mentoring
- Dispute Resolution
- Leads Prospecting
- Product and Service Sales
Timeline
Senior Banker
U.S. Bank
03.2018 - 05.2024
Enrollment and Payment Processor
Benaissance / WEX
10.2014 - 07.2017
Financial Services Officer
SAC Federal Credit Union
05.2010 - 09.2014
Business Administration
Bellevue University
Transfer Degree - Business Management
Metropolitan Community College
Similar Profiles
Whitney MillerWhitney Miller
Customer Service Expert at U.S. BankCustomer Service Expert at U.S. Bank
Jolene KilpatrickJolene Kilpatrick
Bank Teller at U.S. BankBank Teller at U.S. Bank
Ramon HernandezRamon Hernandez
Assistant Vice President at U.S. BankAssistant Vice President at U.S. Bank
Caroline HornerCaroline Horner
Collections Agent /Customer Service Representative at U.S. BankCollections Agent /Customer Service Representative at U.S. Bank
Daniel UtterDaniel Utter
Assistant Program Director at CEDARS Youth ServicesAssistant Program Director at CEDARS Youth Services