KIMBERLY SAVAGE
Clifton Heights,Pa
Summary
Treasury Sales Associate with 19 years of banking experience, seeking a new role in the industry. Fully dedicate to providing exceptional customer service to colleagues and customers.
Overview
20
20
years of professional experience
Work History
Treasury Sales Associate
Citizens Bank
04.2022 - Current
- Focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.
- Complete proforma models; work with TSS for non-standard pricing
- Provide analysis review after services are implemented to ensure pricing accuracy and recognize additional revenue opportunities
- Assist TSS in relationship planning, gathering information regarding clients and prospects
- Assist TSS with pipeline management
- Ensure escalated service issues are properly managed with the right resources
- Assist with client maintenance request such as administrator and COA signer updates
Relationship Support Specialist
Citizens Bank
10.2018 - 04.2022
- Excellent written and verbal communication and interpersonal skills
- Ability to maintain a professional, courteous demeanor under high pressure circumstances
- Knowledge of banking software and terminology
- Ability to work independently and with a team
- Assist business clients with numerous situations such as, loan payments, transaction questions, financial reporting requirements
- Coordinate with other internal departments to help solve customers issues
- Manage reports for sustained overdrafts and past due loan payments.
Relationship Banker
Citizens Bank
08.2016 - 10.2018
- Work with new and existing clients to understand their financial needs
- Create new checking, savings, and other deposit and loan accounts for clients
- Ensure compliance with all financial policies
- Have a broad knowledge of all products and services offered by the bank
- Ensure customer satisfaction and resolve issues with banking services.
Teller Manager
Citizens Bank
09.2012 - 08.2016
- Monitors tellers performance and tracked cash differences
- Providing schedules for teller staff
- Lead by example
- Process all customer transactions such as deposits, withdraws, loan payments
- Refer customers to a banker for products that will suit the customers need
- Approve exception transactions
- Adhere to compliance procedures that have been outlined by the bank.
Teller
Citizens Bank
10.2004 - 09.2012
- Maintain cash drawer with minimal to no cash differences
- Process customer transactions such as, deposits, withdraws and loan payments
- Help resolve complaints on account discrepancies
- Recognize cross sell opportunties and refer to the banker.
Education
High School Diploma -
Upper Darby High School
Skills
- Customer Service
- Critical Thinking
- Time Management
- Teamwork
- Microsoft Excel proficiency
Personal Information
Title: Relationship Support Specialist
Timeline
Treasury Sales Associate
Citizens Bank
04.2022 - Current
Relationship Support Specialist
Citizens Bank
10.2018 - 04.2022
Relationship Banker
Citizens Bank
08.2016 - 10.2018
Teller Manager
Citizens Bank
09.2012 - 08.2016
Teller
Citizens Bank
10.2004 - 09.2012
High School Diploma -
Upper Darby High School
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