Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kyla Morris

Peculiar,MO

Overview

2
2
years of professional experience

Work History

Relationship Banker II

Simmons Bank
02.2023 - Current
  • Successfully took the lead on many lending originations and conversations, closing 75% of loans in pipeline, including some over $300k.
  • Coordinated with management to ensure compliance with policies and procedures in the branch by guiding the staff to prevent and resolve loan exceptions, CIP exceptions, BSA exceptions, new account documentation exceptions, and Regulation CC errors.
  • Punctually completed daily and weekly responsibilities, such as caring for branch invoices, weekly sales reports, and meeting individual sales goals, all while assisting with staffing and activities of other locations.
  • Guided customers in achieving financial goals by having full needs-based conversations and recommending suitable products and services based on their needs resulting in a 40% growth of branch and individual sales goals.
  • Performed audits to reduce discrepancies on Safe Deposit Boxes, Vault inventory, and associate drawers.

Relationship Banker I

Simmons Bank
02.2022 - 02.2023
  • Exceeded in knowledge of opening and maintaining personal and business demand deposit accounts, Individual Retirement Accounts, Certificate of Deposits, Youth Savings, and became a point of contact for many Commercial, Trust, Health Savings, and Power of Attorney accounts.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Achieved excellent customer satisfaction ratings by always staying positive and addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Assisted customers with handling fraudulent activity on their accounts by originating disputes and communicating proper procedures for preventing further activity.

Education

Accounting And Finance Credits

Penn Foster College
Scottsdale, AZ

Skills

  • Relationship Building & Maintaining
  • Customer Service
  • Consumer Lending
  • Branch Operational Efficiency
  • Team Leadership
  • Organization
  • Detail-Oriented
  • Proficiency with Microsoft Office (Word, Excel, Outlook)

Accomplishments

    Certificate of Achievement for Outstanding Performance - 1st Quarter 2023

    Certificate of Achievement for Outstanding Performance - 2nd Quarter 2023

    Certificate of Excellence for Demonstrating Passion - 3rd Quarter 2023

Timeline

Relationship Banker II

Simmons Bank
02.2023 - Current

Relationship Banker I

Simmons Bank
02.2022 - 02.2023

Accounting And Finance Credits

Penn Foster College

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Kyla Morris