Patricia McKinnon
Brandon,FL
Summary
Performance driven with over 6 years experience in client management and operational excellence. Proven
ability to achieve and exceed all revenue and business-development goals in high-pressure environments. Seeking to expand on my skills and experience.
Overview
14
14
years of professional experience
Work History
Financial Center Manager
Allied Universal Security
02.2016 - Current
- Tasked with ensuring accurate performance reporting, analyzing monthly goals with daily performance reports, and preparing account process to ensure that bank policies and procedures are within compliance standards, resulting in 100% on the most recent audit.
- Monitor employee activities and take action when necessary to insure work quality standards and planned schedules are maintained.
- Managed customer experience by implementing Meet the Customer play and resolved client related issues within a timely manner. Consistently maintained over 90% for 13 weeks on Customer Engagement scores.
Relationship Manager
The Provident Bank
08.2013 - 01.2016
- Strategized driving business by calling clients from a portfolio assigned to set appointments for the team.
- Referred over 15 quality investment referrals to the Merrill Lynch partners, 20 combined home loans and Small businesses in a month.
- Driving revenue for the branch, consistently exceeding my goal over 185% each quarter.
Customer Service Associate
Capitol Federal Savings Bank
06.2010 - 08.2013
- Dual role of platform and teller support. Provide routine client engagement to current and potential clients.
- Assess customer information and recommend appropriate product and service solutions from the client interactions.
- Build client rapport with value and benefits of suggested alternatives, workplace champion
- Met and exceeded all sales goals
Education
Early Childhood Education
West Essex Community College
West Caldwell, NJSkills
- Excellent time management skills
- Strong interpersonal skills
- Excellent communication skills
- Detail-oriented and organized
Accomplishments
- XXX5 Annual BOA Pinnacle winner (Top 5% Relationship Manager in the country)
- XXX6 Signature Series Graduate (12 week leadership course through Bank of America)
Computer Skills
- Experienced with Microsoft & Mac operating platforms
- Microsoft Office (Word, Outlook, Excel)
Timeline
Financial Center Manager
Allied Universal Security
02.2016 - Current
Relationship Manager
The Provident Bank
08.2013 - 01.2016
Customer Service Associate
Capitol Federal Savings Bank
06.2010 - 08.2013
Early Childhood Education
West Essex Community College
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