Kallie Davis
Pocahontas
Summary
Universal Banker with extensive experience in building strong client relationships and executing transactions accurately. Expertise in training staff and improving customer satisfaction through effective problem-solving techniques. Proven ability to enhance operational efficiency and drive business growth.
Overview
7
7
years of professional experience
Work History
Universal Banker
First Horizon Bank
Pocahontas
09.2021 - Current
- Cultivated strong client relationships through personalized service and proactive communication.
- Executed transaction processing accurately, reducing errors and enhancing operational efficiency.
- Conducted account reviews to identify additional service opportunities and maximize customer value.
- Supported clients in navigating digital banking tools, improving overall user experience.
- Maintained knowledge of financial regulations to mitigate risks and ensure compliance.
- Managed customer accounts by addressing concerns and delivering tailored solutions.
- Trained new staff on banking policies and best practices in customer service.
- Processed deposits, withdrawals, loan payments, and other transactions with precision.
Customer Service Representative
First National Bank
Pocahontas
06.2018 - 09.2021
- Assisted customers with order processing, ensuring accuracy and efficiency in transactions.
- Managed customer inquiries, providing timely and relevant information regarding account services.
- Resolved complaints effectively, enhancing customer satisfaction and loyalty to the bank.
- Collected customer feedback to identify areas for service improvement and product development.
- Shared product knowledge with customers to facilitate informed decision-making regarding services.
- Trained new team members on customer service protocols and best practices.
- Supported customers in navigating online banking platforms and troubleshooting issues.
- Documented customer interactions meticulously to ensure accurate record-keeping and follow-up.
- Participated in team meetings to discuss service challenges and share solutions for improvement.
- Maintained professionalism in high-pressure situations, promoting a calm environment for customers.
- Developed strong relationships with customers, fostering trust and encouraging ongoing engagement.
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
Education
Bachelor of Science - Interdisciplinary Studies
Arkansas State University
Jonesboro, AR05-2013
Skills
- Transaction processing and digital banking tools
- Financial regulations and compliance
- Customer account management
- Relationship management
Timeline
Universal Banker
First Horizon Bank
09.2021 - Current
Customer Service Representative
First National Bank
06.2018 - 09.2021
Bachelor of Science - Interdisciplinary Studies
Arkansas State University