Shannon Pickett
Kyle,Texas
Summary
Upbeat and personable with natural ability to build rapport and offer exceptional customer service. Possesses strong financial acumen and proficiency in handling transactions and requests, which are essential for advising clients on banking products and services. Aims to contribute to client satisfaction and financial growth through tailored solutions and dedicated support.
Overview
6
6
years of professional experience
Work History
Personal Banker II
Cadence Bank
09.2022 - Current
- Utilized strong interpersonal communication skills increasing trust and fostering long-lasting relationships resulting in new deposit growth of $1,072,000.00 for 2024.
- Exercised good judgement saving customers and Cadence $40,000.00 from fraud in 2024.
- Promoted financial products by using a needs based approach when assisting customers.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Financial Service Representative
United Heritage Credit Union
12.2020 - 09.2022
- Opened accounts daily including personal, business, and individual retirement accounts.
- Assisted members by offering products or services that would save or earn them money.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Exceeded goals through effective task prioritization and great work ethic.
- Strengthened client retention through consistent follow-up communications and proactive problem solving.
Teller Service Specialist
United Heritage Credit Union
08.2018 - 12.2020
- Achieved and consistently exceeded products and services quota by building rapport with members and identifying their needs.
- Executed customer transactions, including deposits, withdrawals, money orders/checks, and wire transfers with minimal error.
- Trained new tellers and cross trained to become ATM custodian.
- Referred customers to other banking departments for specialized services.
Education
High School Diploma -
Lehman High School
Kyle, TexasSkills
- Leadership
- Relationship building and management
- Fraud prevention
- Positive attitude
- Product knowledge
- Customer service
Accomplishments
- Collaborated with team to achieve top 10% of branches in 2024 Customer Connections three out of four quarters.
- Completed CCM training and Branch Operations Training.
- Successful Learning Ambassador who aided in the development of two new hires.
Timeline
Personal Banker II
Cadence Bank
09.2022 - Current
Financial Service Representative
United Heritage Credit Union
12.2020 - 09.2022
Teller Service Specialist
United Heritage Credit Union
08.2018 - 12.2020
High School Diploma -
Lehman High School
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