WARREN KEITH KIRBY, JR
Melbourne,FL
Summary
Knowledgeable Personal Banker with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
20
20
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
02.2024 - 10.2024
- Responsible for helping banking customers with sales and service
- Helped customers by opening new checking and savings accounts, credit cards, and personal loans
- Referred customers to partners upon uncovering additional needs in lending or investing
Business Associate, Retail Sales
JumpCrew
07.2022 - 02.2023
- Top Sales Producer for multiple quarters = over 125% of goal each quarter
- Serviced multiple clients with varied product offerings
Assistant Branch Manager
Space Coast Credit Union
07.2018 - 07.2022
- Received Branch of the Month at Indian Harbor Beach branch
- Provided ad-hoc management services at multiple SCCU branches as needed
- Scheduled personnel, performed audits and assisted with all aspects of branch management
Member Service Specialist
Space Coast Credit Union
06.2012 - 07.2018
- Close to 10 million dollars in referred autos while also cross-selling credit cards and other financial products
- Have received MVP award for sales production
- Attended the quarterly top producers' lunch multiple times
- The investment champion at the Baytree Branch and received several star performer awards
- Processed a high volume of retail and commercial transactions with accuracy
- Exceptional customer service
- Mentored new employees of the credit union
Personal Banker
Wells Fargo Bank
04.2011 - 06.2014
- Provided prompt quality customer service along with supported bankers and store management
- Performed a wide range of services, including document preparation, account servicing/maintenance, account reconciliation, address change, stop payments, account closings, transfers, notary, processing check orders, and problem resolution
- Worked closely with tellers and co-workers to help find needs for our members
- Followed up on teller referrals and worked behind the teller line when needed
- Opened new accounts and cross-sold products and services
- Awarded Teller of the Month in Brevard County in June, September, and November 2001
- Was promoted to CSSR (Personal Banker) and was the top-producing CSSR for the entire first quarter of 2012
Store Manager
Wireless Cart, Inc.
03.2005 - 04.2011
- Supervised and managed all functions, which included scheduling, filing, sending and receiving invoices, customer service, and maintaining payroll
- Handled deposits and money management
- Held a high standard of sales and was able to maintain success
Education
High School Diploma -
Melbourne High School
Melbourne, FL06-1996
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Cash handling
- Positive attitude
- Client relationship management
- Fraud prevention
Timeline
Associate Personal Banker
Wells Fargo
02.2024 - 10.2024
Business Associate, Retail Sales
JumpCrew
07.2022 - 02.2023
Assistant Branch Manager
Space Coast Credit Union
07.2018 - 07.2022
Member Service Specialist
Space Coast Credit Union
06.2012 - 07.2018
Personal Banker
Wells Fargo Bank
04.2011 - 06.2014
Store Manager
Wireless Cart, Inc.
03.2005 - 04.2011
High School Diploma -
Melbourne High School
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