Ms. Kari Disney
Westfield,IN
Summary
Customer Relationship Manager experienced in fostering strong customer relationships through effective communication, problem-solving, and strategic planning. Delivered impactful support by leveraging empathy, patience, and active listening to address customer needs and enhance loyalty. Committed to community engagement and advocacy for family and financial wellness.
Overview
4
4
years of post-secondary education
7
7
years of professional experience
Work History
Customer Relationship Manager
Busey Bank
Carmel, IN
03.2026 - Current
- Develops strong relationships with clients through regular communication and follow-ups.
- Manages client accounts to enhance customer satisfaction and loyalty.
- Assists clients in navigating banking products and services tailored to their needs.
- Manages customer inquiries and resolved issues effectively and efficiently.
ASSISTANT BRANCH MANAGER
Community First Bank of Indiana
Westfield, IN
09.2024 - 03.2026
- Supported the Branch Manager in strategic planning and execution of initiatives.
- Coordinated team activities, improving customer service and client satisfaction.
- Assisted in daily operations, ensuring compliance with bank policies and regulations.
- Monitored branch performance metrics to identify improvement areas and implement corrective actions.
- Coordinated team activities to enhance customer service and client satisfaction.
- Cultivated positive customer relationships, resolving issues promptly and enhancing overall service experience.
- Trained and developed new team members in alignment with branch service standards and objectives.
FINANCIAL SERVICES LEAD
Community First Bank of Indiana
Westfield, IN
07.2023 - 09.2024
- Led financial service operations, improving customer satisfaction and retention.
- Assisted clients in understanding financial products and services, fostering customer loyalty.
- Processed account transactions accurately and efficiently, ensuring compliance with regulatory standards.
- Responded to client inquiries promptly, delivering solutions that contributed to retention rates.
ASSISTANT TELLER SUPERVISOR
Indiana Members Credit Union
Noblesville, IN
01.2020 - 07.2023
- Supervised daily operations of teller staff, ensuring adherence to credit union policies and maintaining operational integrity.
- Reviewed and approved transactions, maintaining accuracy in cash drawer balances.
- Trained new team members on cash handling procedures and customer service protocols.
- Resolved complex member inquiries, contributing to increased member satisfaction and loyalty.
- Conducted performance evaluations for teller staff, providing constructive feedback for development.
- Developed training materials in collaboration with management, streamlining onboarding process and enhancing team readiness.
Education
Bachelor of Arts - Communications
Capella University
Minneapolis, MN 01.2020 - 05.2024
Skills
- Customer relationship management
- Customer service excellence
- Sales strategies
- Relationship Building and Management
- Team Development
- Staff development
- Operations Management
- Networking
- Community Driven
- Financial Wellness
Certifications
- IBA Leadership Management Training 2025
Volunteer
- IBA Leadership Management Training 2025
Timeline
Customer Relationship Manager
Busey Bank
03.2026 - Current
ASSISTANT BRANCH MANAGER
Community First Bank of Indiana
09.2024 - 03.2026
FINANCIAL SERVICES LEAD
Community First Bank of Indiana
07.2023 - 09.2024
Bachelor of Arts - Communications
Capella University
01.2020 - 05.2024
ASSISTANT TELLER SUPERVISOR
Indiana Members Credit Union
01.2020 - 07.2023