Rachel Skiba
Sandy,UT
Summary
Organized and dedicated, with a proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
15
15
years of professional experience
Work History
Financial Wellness Consultant
KeyBank
05.2023 - Current
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
Financial Services Representative
Goldenwest Credit Union
02.2023 - 05.2023
- Adapted products and services to suit customers' changing financial circumstances.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Presented new and additional products and services to existing customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
Lead Professional Organizer
Self Employed; The Whole Package
12.2020 - 12.2022
- Utilized project management skills to meet deadlines and complete requirements for in-home organizational systems.
- Lead teams for successful completion of whole home jobs.
- Researched and identified potential issues holding clients back from keeping an organized home.
Licensed Relationship Manager
JPMorgan Chase
04.2008 - 06.2014
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Education
Associate of Applied Science - Early Childhood Education
San Diego City College
San Diego, CA05.2010
Skills
- Operations Understanding
- Meeting Sales Goals
- Team Collaboration
- Financial Processes Understanding
Accomplishments
- Previous licenses held: FINRA Series 6, 63 and Life Insurance
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of up to six staff members.
Timeline
Financial Wellness Consultant
KeyBank
05.2023 - Current
Financial Services Representative
Goldenwest Credit Union
02.2023 - 05.2023
Lead Professional Organizer
Self Employed; The Whole Package
12.2020 - 12.2022
Licensed Relationship Manager
JPMorgan Chase
04.2008 - 06.2014
Associate of Applied Science - Early Childhood Education
San Diego City College
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