Summary
Overview
Work History
Education
Skills
Timeline
Awards
Generic
Rikki Kelley

Rikki Kelley

Marion,NY

Summary

Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 22 years' experience in the Banking industry. Diligent in building and retaining accounts by providing support and attentive service. Expertise in marketing strategies, product promotion and merchandising to achieve market penetration. Successful record of expanding network connections through persuasive brand imaging. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

11
11
years of professional experience

Work History

Health Savings Account Relationship Manager

KeyBank
02.2022 - Current
  • Applied data, insights and partner objectives in collaborative development of business plans, annual marketing plans, and marketing channel test plans.
  • Established rapport with decision-makers at all levels within client organizations, facilitating productive discussions on growth opportunities..
  • Educated clients on industry trends and best practices, positioning the company as a trusted advisor in their success journey.
  • Delivered presentations showcasing product features and benefits to prospective clients, closing deals more effectively.
  • Streamlined internal processes for improved efficiency in product development and launch.
  • Led cross-departmental collaboration efforts in support of efficient project execution, ensuring timely delivery of quality products.
  • Contributed to the development of training programs for both internal staff and external partners, promoting a thorough understanding of product functionality.
  • Developed comprehensive go-to-market strategies, leading to increased sales and market share.
  • Assisted in forecasting demand trends using historical data analysis and market insights.
  • Conducted market research to identify new opportunities and target markets.
  • Optimized email campaigns to increase open and click-through rates.

Key at Work Relationship Manager

KeyBank
09.2014 - 02.2022
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
  • Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.

Education

High School Diploma -

Wayland-Cohocton Central School
Wayland, NY

No Degree - Criminal Justice

Finger Lakes Community College
Canandaigua, NY

Skills

  • Excellent communication
  • Attention to detail
  • Time management
  • Team leadership
  • Relationship building and management
  • Product knowledge
  • Product strategy
  • Teamwork and collaboration
  • Critical thinking
  • Prioritization and execution
  • Jira
  • Goal setting

Timeline

Health Savings Account Relationship Manager

KeyBank
02.2022 - Current

Key at Work Relationship Manager

KeyBank
09.2014 - 02.2022

High School Diploma -

Wayland-Cohocton Central School

No Degree - Criminal Justice

Finger Lakes Community College

Awards

· WNY Key Values Award winner (2015)

· Rochester Market Commercial LOB Partner of the Year (2016)

· Rochester Market Community Champion (2017)

· KeyBank Neighbor of the Year (2018)

· CFF Rochester Finest (2019)

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