Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Tera Warner

Emmett,ID

Summary

Proven leader with a track record of enhancing client engagement and team performance at KeyBank. Skilled in problem-solving and relationship building, adept at driving continuous improvement and achieving results through meticulous attention to detail and effective team leadership. Excelled in client relationship management and multitasking, significantly contributing to team and client success. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

23
23
years of professional experience

Work History

Financial Wellness Conssultant

KeyBank
02.2021 - Current
  • Evaluated client needs and expectations, establishing clear goals for each engagement.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Managed client relationships through regular check-ins.
  • Evaluated customer needs and feedback to drive product and service improvements.

Manager

Sizzler Restaurant
03.2001 - 01.2021
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.

Lead Merchant Teller

Wells Fargo
06.2003 - 10.2012
  • Resolved customer complaints professionally, maintaining positive relationships with clients.
  • Demonstrated excellent communication skills while interacting with diverse clientele from various backgrounds.
  • Provided backup support for other tellers during busy periods or staff absences, maintaining seamless operations within the branch.
  • Collaborated with colleagues to maintain a clean and organized work environment, promoting efficiency within the branch.
  • Ensured accurate record-keeping by diligently verifying transactions and balancing cash drawers daily.
  • Contributed to branch sales goals by identifying cross-selling opportunities and referring customers to appropriate banking services.
  • Kept currency supplies stocked by ordering necessary denominations from the vault in a timely manner.
  • Handled large cash transactions securely, adhering to bank policies and federal regulations at all times.
  • Trained new hires on customer service policies and procedures.

Education

High School Diploma -

Middleton High School
Middleton, ID
05.1998

Skills

  • Problem-Solving
  • Attention to Detail
  • Team Leadership & Development
  • Client Relationships
  • Client Engagement
  • Multitasking Abilities
  • Relationship Building
  • Team building
  • Goal Setting
  • Continuous Improvement

Additional Information

I'm a team player and want nothing but the best for my team. I want to see them grow and expand in their careers.

Timeline

Financial Wellness Conssultant

KeyBank
02.2021 - Current

Lead Merchant Teller

Wells Fargo
06.2003 - 10.2012

Manager

Sizzler Restaurant
03.2001 - 01.2021

High School Diploma -

Middleton High School

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Tera Warner