Summary
Overview
Work History
Education
Skills
Timeline
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Kyle Simpson

Middletown,IN

Summary

Goal-driven business professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

18
18
years of professional experience

Work History

Senior Retail Banker

BMO Financial
09.2014 - Current


  • Provide financial analysis and advice on different bank products and financial options.
  • Manage escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Oversee daily bank operations.
  • Ensure compliance with banking regulations.
  • Mentor fellow associates.
  • Implemented new procedures and technologies that improved efficiency and streamlined operations.
  • Pilot banker for nearly every new program that is attempted in BMO by providing critical thinking and feedback for the market.



Sr. Sales Associate

Verizon Wireless
10.2010 - 09.2014

Manager

Crossroads Wireless AT&T
01.2006 - 09.2009

Education

Bachelor of Science - Economics

Indiana State University
Terre Haute, IN
2014

Skills

  • Customer relationship management
  • Security knowledge
  • Taxation understanding
  • Educating clients
  • Cross-selling expertise
  • Relationship building
  • Financial analysis
  • Microsoft Office suite program
  • Creative thinking
  • Persuasive communication style

Timeline

Senior Retail Banker

BMO Financial
09.2014 - Current

Sr. Sales Associate

Verizon Wireless
10.2010 - 09.2014

Manager

Crossroads Wireless AT&T
01.2006 - 09.2009

Bachelor of Science - Economics

Indiana State University

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Kyle Simpson