Summary
Overview
Work History
Education
Skills
Ceritfications
Timeline
Generic

Melanie Nelson

Jim Thorpe,PA

Summary

A highly driven professional with extensive experience in client relations, consistently delivering top-quartile performance in financial wellness advisory and retail banking rolls. Skilled in building relationships, problem-solving, office management, and organization, developed through managerial positions, career development opportunities, and travel.

Overview

10
10
years of professional experience

Work History

Personal Banker

KeyBank
Lansford , PA
11.2021 - Current
  • An engaged Financial Wellness Advisor to clients and local business.
  • Building lasting connections and acquiring new clients through various organized outreaching events.
  • Execute end-to-end processing for personal and business accounts, credit cards, personal and various types of mortgage loans.
  • Contribute to all aspects of branch operations to ensure effective risk control.
  • Complete training and classes to ensure compliance with all operations, policies, procedures, and documentation.

Field Technician

ProAction Restoration
Holmes, PA
08.2019 - 07.2021
  • Oversaw and supervised sizable restoration projects 20K and greater.
  • Prepared detailed reports outlining fire, water, and mold damage incidents to be reviewed by homeowner's insurance companies.
  • Conducted thorough fact finding, utilizing checklists to document lost contents, equipment readings, and sketching measurements of affected areas.
  • Strong customer relations.
  • Billing and collections.

Certified Personal Banker

Mauch Chunk Trust Company
Jim Thorpe, PA
03.2015 - 08.2019
  • Promoted all services and products.
  • Handled all aspects of personal account opening, mortgage loan application intake, and closing processes for loans valued up to $100K.
  • Developed and maintained excellent rapport with customers.
  • Complied and stayed current with corporate expectations, policies, and federal regulations by actively participating in testing, attending seminars, and self-education.

Education

Bachelor of Science - Fashion Merchandising And Textile Science

Philadelphia University
Philadelphia, PA
12-1997

Skills

  • Banking
  • Cross-Selling and Upselling
  • Banking Policies and Procedures
  • Relationship Management
  • Financial Advising
  • Positive Attitude

Ceritfications

  • Successfully completed the Key4Women course offered by KeyBank, which has certified me as an advisor for women-owned small businesses.
  • Completed a Money Mentor course through KeyBank, enabling me to educate others on Financial literacy.
  • Completed a 2-year Certified Personal Banker college-level program in one year via Mauch Chunk Trust, showcasing my dedication and ambition.

Timeline

Personal Banker

KeyBank
11.2021 - Current

Field Technician

ProAction Restoration
08.2019 - 07.2021

Certified Personal Banker

Mauch Chunk Trust Company
03.2015 - 08.2019

Bachelor of Science - Fashion Merchandising And Textile Science

Philadelphia University

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Melanie Nelson