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
1
1
Certification
Work History
Financial Wellness Consultant
KeyBank
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.
Lead Professional Organizer; Social Media Manager
The Whole Package Organizing
2020 - 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.
- Created social media strategies to increase sales and brand awareness across multiple platforms.
Licensed Relationship Banker
JPMorgan Chase
2008 - 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.
Skills
- Meeting and Exceeding Sales Goals
- Team Collaboration
- Account Management
- Customer Service Specialist
- Processes and Procedures
- Attention to Detail
Accomplishments
- Top Performer in Sales and Service
- Customer Service Honors - Earned highest marks for customer satisfaction, company-wide.
Certification
- FINRA and Califonia Insurance Licenses
Timeline
Financial Wellness Consultant
KeyBank
2023 - Current
Lead Professional Organizer; Social Media Manager
The Whole Package Organizing
2020 - 2022
Licensed Relationship Banker
JPMorgan Chase
2008 - 2014
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