Summary
Overview
Work History
Education
Skills
Websites
Certification
Personal Information
Awards
Timeline
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Mckenzie Ball

Monroeville,PA

Summary

Professional in financial services industry, bringing comprehensive expertise in banking operations and client relationship management. Proven ability to improve branch performance through strategic planning and effective problem-solving. Known for fostering collaborative environments and delivering results, ensuring seamless adaptation to changing demands. Key skills include financial advising, risk management, and customer service excellence.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Branch Banker

PNC Bank
09.2023 - Current
  • I provide personalized financial guidance to clients, assisting them with there accounts and offering advice on various banking products
  • I also build strong relationships with my clients, addressing their banking needs and ensuring customer satisfaction
  • Manage customer accounts - Increase client retention - Apply banking regulations - Address financial inquiries - Boost branch efficiency
  • I advise in account management processes, elevate client retention rates, and ensure regulatory compliance while addressing complex financial inquiries and enhancing branch operational efficiency
  • Responsible for training new branch staff on account management, ensuring regulatory compliance, sales, products, system processes and operational efficiency

Personal Banker and Loan Officer

KeyBank
05.2022 - Current
  • Personal Banker Duties: Responsible for opening and closing checking, saving, money market, CD's, and estate accounts
  • Investigate fraud cases and file disputes
  • Help clients with their financial goals and assist in financial planning
  • Loan Officer Duties (Commission Based): Process loan applications, work with underwriting to complete loans, authorize and preform loan signings
  • Help clients find what products works best for their financial needs

Bank Teller and Personal Banker

First Exchange Bank
04.2021 - Current
  • Bank Teller Duties: Processing deposits and withdrawals, selling and approving cashier checks, greeting and welcoming customers
  • Operate smart ATM and coin machine
  • Buy and sell money
  • Personal Banker Duties: Responsible for opening and closing checking, saving, business, money market, time deposit, and NOW accounts
  • Process real estate, business, and personal loan payments as well as help customers with payoff quotes
  • Assist customers access, establish, and update their online banking

Education

Associates of Science - Business

Salt Lake Community College
Salt Lake City, Utah
01.2019

Skills

  • Sales
  • Leadership
  • Budgeting
  • Microsoft Excel
  • Writing skills
  • Organizational skills
  • Customer service
  • Communication skills
  • Banking
  • Business Development
  • Research
  • Financial Report Writing
  • Loan processing
  • Loan origination
  • Financial services
  • Cash handling
  • Fraud
  • Customer relationship management
  • Mortgage servicing
  • Fair Housing regulations
  • Accounting software
  • Loan officer experience
  • Financial Planning
  • Account Management

Certification

  • Top Banker, 09/01/22, 10/01/22, Top Banker in the Greater Pittsburgh Area at Key Bank for Q3 in 2022.
  • Certified Notary Public, 05/01/24, 05/01/28

Personal Information

Work Permit: Authorized to work in the US for any employer

Awards

VP of Marketing, 01/01/19, Received title of VP of marketing in the business club DECA at Salt Lake Community College.

Timeline

Branch Banker

PNC Bank
09.2023 - Current

Personal Banker and Loan Officer

KeyBank
05.2022 - Current

Bank Teller and Personal Banker

First Exchange Bank
04.2021 - Current

Associates of Science - Business

Salt Lake Community College

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Mckenzie Ball