Levi Pruett
Kansas City,MO
Summary
Dynamic Relationship Banker with a proven track record at Bank of America N.A., excelling in client relationship management and operational efficiency. Adept at driving sales strategies and mitigating risk, I consistently enhance customer satisfaction while leading teams to achieve exceptional results in a fast-paced environment.
Overview
7
7
years of professional experience
Work History
Relationship Banker, Officer
Bank of America N.A.
Kansas City, MO
01.2021 - Current
- Assists clients in the financial center with multiple complex needs, including transactional and relationship deepening, using tools and queues to expand clients' relationships while driving exceptional client care and growing market share.
- Uses the company placemat and financial center reporting to lead and manage financial centers in a leader's absence, drive a client-centric culture, and foster a digital-first mindset across all financial center teammates, encompassing a one-team mindset.
- Drives operational excellence in financial centers by performing daily, monthly, and quarterly financial center tasks, reviewing company procedures, the FCCA questionnaire, and asking questions to coach associates on the best ways to mitigate risk and protect the associates, clients, and the firm.
- Takes on other projects, such as financial center design proposals, choreography reconstruction, and making financial centers the best in class for our clients.
Client Service Representative
Bank of America N.A.
Liberty, MO
12.2019 - 12.2020
- Supported clients visiting the financial center with transactional needs while also using transaction queues and system offers to deepen client relationships, route to partners, and provide and demonstrate to clients an easier way to bank with us and use self-service options, driving exceptional Client Care.
- Lead operational excellence in the financial center by performing daily tasks such as reviewing transaction procedures, proofreading work, and balancing at the end of the day to minimize loss for the financial center, while also coaching and training new hires on how to be the best when it comes to assisting clients.
- Handled client escalations, such as complaints, encoding errors, or general transaction issues, with a sense of urgency, and reached out to clients with a resolution, time frame for completion, and escalated to a leader or other partners when appropriate.
- Managed the main cash vault functions, such as shipments, buying and selling cash, ordering cash, and ensuring that the financial center and associates had enough money to function during the business day. Also managed the financial center ATM by doing deposit pulls, cash replenishment, and settlements to ensure we could engage our clients with a digital-first mindset.
Personal Banker I
Commerce Bank
Independence, MO
07.2019 - 11.2019
- Consistently achieved sales targets for DDA acquisition and other key product categories, contributing to overall branch performance while providing effective solutions to client issues, ensuring timely resolution, and enhancing customer satisfaction.
- Maintained accuracy and accountability while balancing cash drawers and operating teller cash dispensers, as well as delivering technical support, with a focus on troubleshooting and resolving issues related to check scanner functionality.
Tech Consultant
Target
Independence, MO
03.2018 - 06.2019
- Specialized in retail sales of electronic merchandise, providing personalized product recommendations, and ensuring a positive guest experience. Served as a Target Mobile associate, utilizing podium-based systems to sell, activate, and troubleshoot mobile devices, SIM cards, and related cellular services. Gained valuable experience supporting Consumer Cellular customers, developing strong communication and instructional skills to guide users through technology setup and usage.
- In addition to sales responsibilities, I performed operational tasks, including unloading shipments, stocking shelves, and consistently meeting or exceeding established sales targets. These duties required attention to detail, time management, and a commitment to maintaining store efficiency and customer satisfaction.
Education
Associate of Arts -
Metropolitan Community College
Kansas City, MO08-2020
High School Diploma -
Fort Osage High School
Independence, MO08-2018
Skills
- Client relationship management
- Financial reporting
- Risk mitigation
- Cash management
- Transaction processing
- Sales strategy
- Team collaboration
- Operational efficiency
- Effective communication
References
References available upon request.
Timeline
Relationship Banker, Officer
Bank of America N.A.
01.2021 - Current
Client Service Representative
Bank of America N.A.
12.2019 - 12.2020
Personal Banker I
Commerce Bank
07.2019 - 11.2019
Tech Consultant
Target
03.2018 - 06.2019
Associate of Arts -
Metropolitan Community College
High School Diploma -
Fort Osage High School