Kayla Johnson
Tipton,IN
Summary
Experienced in financial advising, customer service, and sales. Utilizing expertise in banking products to identify and address client needs. Demonstrated ability to build strong client relationships and ensure satisfaction through effective communication and problem-solving skills. Proven track record of exceeding sales targets and delivering exceptional service.
Overview
11
11
years of professional experience
Work History
Personal Banker
STAR Financial Bank
11.2024 - 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.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed deposits, withdrawals and ACH transfers accurately.
Retail Relationship Banker
BMO
07.2024 - 10.2024
- Identified opportunities to cross-sell banking products and services to existing clients
- Provided comprehensive financial analysis and recommendations to clients based on their individual needs and goals
- Collaborated with internal teams such as wealth management, mortgage lending, and business banking to deliver integrated solutions for clients
- Developed and maintained strong relationships with clients
- Achieved monthly sales targets by proactively identifying new business opportunities within the assigned client base
- Conducted regular reviews of client accounts to ensure compliance with regulatory requirements and identify potential risks or issues
- Assisted clients with account opening, closing, and maintenance processes while ensuring adherence to bank policies and procedures
- Educated clients on various banking products including checking accounts, savings accounts, loans, credit cards, and investment options
- Resolved complex customer inquiries or complaints promptly and effectively while maintaining a high level of customer satisfaction
- Stayed up-to-date with industry trends, market conditions, and changes in banking regulations through continuous professional development initiatives
Assistant Manager
Kay Jewelers
11.2019 - 07.2024
- Receive and perform quality control all repairs in and out for customers
- Analyzed data from surveys or feedback forms to identify opportunities for improvement.
- Supervised daily operations including scheduling shifts, assigning duties.
- Doing recalls, all transfers need to and from the store, processing trade ins for customers, helping customers find the perfect piece for them and making a lifelong customer connection
- Cash handling
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Being proactive to avoid future issues and problem solving and create trust amongst customers and staff
- Special event planning and organizing
- DCA Certified
- GSI Certified
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Developed a system for tracking inventory and ordering supplies as needed.
- Ensured compliance with safety regulations and company policies.
- Monitored employee attendance records, timekeeping, and payroll information.
- Managed customer service inquiries and complaints in a timely manner.
- Resolved conflicts between team members in an effective manner.
- Maintained up-to-date knowledge of company products and services.
- Organized training sessions for new hires to familiarize them with the workplace environment.
Office Manager
E and B Paving
12.2018 - 01.2021
- Handled all AP and AR documents
- Did all payroll for the Kokomo office
- Was responsible for the health and safety seminar that was put on yearly
- File and handle all daily tickets and balance all trucking tickets
- Handle and process all HR paperwork and enter in system
- Enter and process all INDOT estimates in system by due dates and coordinate with subcontractors
- Process paychecks by hand if needed
- Handle cash payments if needed
HR Manager/AP Associate
Baumgartner and Company
02.2016 - 12.2018
- Organized and facilitated team-building activities, including monthly staff meetings.
- Conducted recruitment process for new hires, including job postings, interviews and background checks.
- Developed and implemented HR strategies to improve employee engagement and retention.
- Created and maintained personnel records, such as hiring documents, benefits information and payroll data.
- Assisted in the development of policies related to human resources management.
- Reviewed applications for positions within the company according to pre-determined criteria.
- Responded promptly to employee inquiries about policies or procedures.
- Organized career development initiatives such as workshops, seminars and networking events.
Store Manager/Assistant Manager
Acceptance Now
08.2013 - 02.2016
- Handled day to operations of leasing financing
- Made collection calls, scheduled for staff, handled new hires, processed new applications, cash handling, finance applications, worked with staff inside Rooms to Go as their in-house financing option
- Opened new store from start to finish, ordering supplies, and customer service, handled customer service issues as they arose, upsold warranty and furniture side by side sale associates as needed, was top in the state of Texas in closing Leasing deals and sales
- Developed strategies to maximize sales and profitability.
- Organized promotional events to increase product awareness.
- Established customer service standards and monitored staff compliance.
- Recruited, trained and supervised new employees.
Education
Academic Honors Diploma -
Taylor High School
Kokomo01.2004
Skills
- Customer service
- Management
- Credit analysis
- Sales proficiency
- Cross-selling abilities
- Relationship building and management
- Account closings
- Money Handling
- Cash Handling
- Creative Thinking
References
References available upon request.
Timeline
Personal Banker
STAR Financial Bank
11.2024 - Current
Retail Relationship Banker
BMO
07.2024 - 10.2024
Assistant Manager
Kay Jewelers
11.2019 - 07.2024
Office Manager
E and B Paving
12.2018 - 01.2021
HR Manager/AP Associate
Baumgartner and Company
02.2016 - 12.2018
Store Manager/Assistant Manager
Acceptance Now
08.2013 - 02.2016
Academic Honors Diploma -
Taylor High School
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