Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lanisha Kennedy

Charlotte,NC

Summary

Demonstrated leader and problem-solver with excellent research and critical thinking skills. Knowledgeable about policies, coverage and liabilities. Proven ability to build trust conduct needs-based conversations, and deliver tailored financial solutions that help customers succeed financially. Strong background in consumer and small business banking, Estate Care support, cross-selling, and compliance. Known for proactive customer engagement, problem resolution, and delivering exceptional service.

Overview

28
28
years of professional experience
2
2
years of post-secondary education
1
1
Certification

Work History

Senior Resolution Representative

Wells Fargo Bank
Charlotte, NC
07.2020 - Current
  • Resolved customer inquiries through effective communication and problem-solving techniques.
  • Collaborated with teams to streamline resolution processes and improve service quality.
  • Analyzed complex cases to identify root causes and recommend solutions.
  • Built strong relationships with consumer and small business customers by resolving complex account concerns and providing financial guidance, Conduct needs-based discussions to identify customer goals and recommend appropriate banking solutions.

• Educate customers on fraud prevention, digital banking tools, and account security to improve financial confidence.

  • Mentor team members and promote consistent adherence to policies, procedures, and compliance standards.

Postal Clerk

USPS
DesMoines, IA
10.2018 - 02.2020
  • Processed incoming and outgoing mail for efficient delivery.
  • Operated sorting machines to categorize mail accurately.
  • Delivered front-line customer service, processed transactions, and safeguarded sensitive financial information in a fast-paced environment.

Customer Service Collection Supervisor

Excel
Evanston, Illinois
08.2012 - 08.2018
  • Supervised daily operations of customer service collection team.
  • Trained staff on effective collection strategies and communication techniques.
  • Managed customer inquiries and disputes regarding account balances.

Branch Operations Manager

TCF National Bank
New Lenox, Illinois
06.1998 - 10.2003
  • Managed daily branch operations, ensuring adherence to banking regulations and fostering a compliant environment.
  • Trained and developed staff to improve customer service quality and streamline operational processes.
  • Oversaw cash management processes to maintain accurate cash levels and security.
  • Developed and maintained customer relationships, facilitated account services, and assisted with banking transactions while promoting suitable financial products.

Education

Associate of Applied Science - Business Management

Davenport University
Merrillville, IN
08.1996 - 11.1998

Skills

  • Client Relationship Management
  • Needs-Based Conversations
  • Retail Banking Products
  • Cross-Selling & Referrals
  • Customer Experience & Retention
  • Risk Management & Compliance
  • Financial Problem Solving
  • Digital Banking tools Support
  • Team Collaboration & Coaching
  • Fraud prevention
  • Effective communication
  • Team mentoring
  • Strong analytical skills
  • Escalations management
  • De-escalation techniques

Certification

  • Lean Six Sigma Yellow Belt - Wells Fargo 2024

Timeline

Senior Resolution Representative

Wells Fargo Bank
07.2020 - Current

Postal Clerk

USPS
10.2018 - 02.2020

Customer Service Collection Supervisor

Excel
08.2012 - 08.2018

Branch Operations Manager

TCF National Bank
06.1998 - 10.2003

Associate of Applied Science - Business Management

Davenport University
08.1996 - 11.1998
Lanisha Kennedy