Summary
Overview
Work History
Education
Skills
Timeline
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URSULA ZELINSKY

Cairo,NY

Summary

Dynamic Personal Banker with a proven track record at KeyBank, excelling in relationship building and customer satisfaction. Recognized for consistently exceeding performance metrics while delivering tailored financial solutions. Skilled in cash handling and fraud prevention, fostering loyalty through exceptional service and effective communication. Committed to enhancing branch operations and client experiences.

Overview

9
9
years of professional experience

Work History

Personal Banker

KeyBank
04.2021 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Supported managers in implementing operational improvements that increased efficiency across the branch network.
  • Responded to customer inquiries regarding new accounts and account services.
  • Negotiated favorable terms for clients in loan restructuring, providing financial relief.

Lead Teller

KeyBank
10.2019 - 04.2021
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Assisted in training new tellers to ensure a consistent level of excellent service across the team.
  • Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
  • Mentored junior tellers, fostering professional growth and improved performance within the team.
  • Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
  • Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
  • Developed comprehensive training manual for new tellers, significantly shortening their onboarding period.
  • Improved team morale and reduced turnover with regular feedback sessions and recognition programs.
  • Led by example, demonstrating exemplary customer service and technical skills to team.
  • Maintained friendly and professional customer interactions.
  • Trained new hires on customer service policies and procedures.

Teller

KeyBank
11.2016 - 10.2019
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.

Education

Bachelor of Arts - Advertising And Graphic Design

Suny New Paltz
New Paltz, NY
05-1999

Associate of Arts - Advertising And Graphic Design

Ulster County Community College
Stone Ridge, NY
05-1997

High School Diploma -

John A Coleman Catholic High School
Hurley, NY
06-1995

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Client relationship management
  • Positive attitude
  • Cash handling
  • Fraud prevention
  • Loans
  • Teller support

Timeline

Personal Banker

KeyBank
04.2021 - Current

Lead Teller

KeyBank
10.2019 - 04.2021

Teller

KeyBank
11.2016 - 10.2019

Bachelor of Arts - Advertising And Graphic Design

Suny New Paltz

Associate of Arts - Advertising And Graphic Design

Ulster County Community College

High School Diploma -

John A Coleman Catholic High School

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URSULA ZELINSKY