Kira Lee
Worcester
Summary
Knowledgeable and dedicated professional with seven years of experience in banking. Solid team player with outgoing, positive demeanor, and proven leadership skills. Motivated to maintain customer satisfaction and contribute to company success by establishing rapport with customers. Specialized in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing business.
Overview
5
5
years of professional experience
Work History
Banking Center Specialist
Country Bank
10.2022 - Current
- Maintained thorough knowledge of common customer requests to facilitate professional, positive customer experience.
- Complied with established internal controls and policies.
- Enhanced team productivity by streamlining processes and implementing time-saving strategies.
- Developed strong client relationships through consistent communication and attentive service.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Provided exceptional service while opening consumer and business accounts through active listening, understanding customer needs, and offering appropriate solutions.
- Assisted customers with completing loan applications
Personal Banker
Milford Federal Bank
01.2022 - 10.2022
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Performed customer transactions promptly, minimizing wait times.
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Promoted financial products by maintaining excellent service offering knowledge
Office Manager
Harvard Square Chiropractic
03.2021 - 09.2021
- Establish workflow processes, appointment scheduling, monitor daily productivity of office, and implement modifications in to improve overall performance of personnel for three office locations.
- In charge of communication with various insurance companies to ensure coverage and payments for patients.
- Monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Updated reports, managed accounts, and generated reports for company database
- Created, maintained and updated filing systems for paper and electronic documents
Relationship Representative
Central One Federal Credit Union
02.2019 - 03.2021
- Assess and confirm understanding of needs of each individual member.
- Conduct consumer loan applications.
- Open memberships.
- Participate in dialogue-banking, needs analysis, and consultative selling.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Responsible for Branch Cash Vault; Balancing, Responsible for distributing/receiving money for branch.
- Act in supervisory capacity as required.
Education
Associate of Science - Business Administration
Quinsigamond Community College
Worcester, MASome College (No Degree) - Marketing
Suffolk University
Boston, MAHigh School Diploma -
Somerville High School
Somerville, MA05.2015
Skills
- Reliable and Trustworthy
- Customer-Oriented
- Self-Motivated
- Personable and Friendly
- Time Management and Prioritization
- Team Player
- Flexible and Adaptable
- Highly Organized
- Verbal and Written Communication
- Active Listening and Communication
- NMLS#1960432
- Notary Public
Timeline
Banking Center Specialist
Country Bank
10.2022 - Current
Personal Banker
Milford Federal Bank
01.2022 - 10.2022
Office Manager
Harvard Square Chiropractic
03.2021 - 09.2021
Relationship Representative
Central One Federal Credit Union
02.2019 - 03.2021
Associate of Science - Business Administration
Quinsigamond Community College
Some College (No Degree) - Marketing
Suffolk University
High School Diploma -
Somerville High School
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