Katrenia Nelson
Waynesboro
Summary
Dynamic manager with extensive experience in branch operations and customer relationship management. Skilled in loan processing and financial analysis, dedicated to fostering team performance and enhancing client loyalty through tailored financial solutions.
Overview
9
9
years of professional experience
Work History
Branch Manager
World Finance
Meridian
04.2024 - Current
- Managed daily branch operations and ensured compliance with company policies.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Analyzed branch performance metrics to identify areas for improvement.
- Monitored financial performance of the branch on a monthly basis.
- Oversaw loan processing and maintained accurate financial records.
- Developed strong relationships with clients to enhance customer satisfaction.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Manager in Training
World Finance
Meridian
04.2023 - Current
- Analyzed financial documents to facilitate loan processing and enhance approval rates.
- Engaged with customers to deliver customized financial solutions that addressed specific needs.
- Collaborated with customers to identify needs and effectively resolve a variety of issues.
- Ensured compliance with all applicable laws regarding labor relations and safety regulations.
Universal Customer Service Representative
Sunbelt Federal Credit Union
Laurel
01.2022 - 04.2023
- Assisted members with account inquiries and transaction requests, ensuring timely resolution of issues.
- Educated members on financial products and services, enhancing their understanding and usage of credit union offerings.
- Resolved member complaints and escalated issues to appropriate departments for efficient problem resolution.
- Processed loan applications and conducted credit checks for potential borrowers.
- Assisted customers via telephone, email, or chat to resolve technical issues related to products and services.
- Collaborated with team members to improve service efficiency and quality.
- Ensured compliance with applicable regulations concerning consumer protection laws.
Personal Banker
Citizens National Bank
Waynesboro
04.2017 - 12.2021
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Assisted customers with account inquiries and transactions at Citizens National Bank.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Processed loan applications and verified customer information efficiently.
- Cross-sold banking products, enhancing client financial solutions and driving revenue growth.
- Educated clients on banking products and services, aligning solutions with individual needs.
- Educated customers on a variety of retail products and digital solutions, enhancing customer experience.
- Provided customer service to clients, including answering questions and resolving issues.
- Collaborated with team members to enhance customer service experiences.
- Maintained operational standards to ensure security and compliance.
- Handled cash transactions and balanced cash drawers accurately each day.
- Built rapport with new and existing clients, fostering trust and promoting branch loyalty.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
Education
High School Diploma -
Quitman High School
Quitman05-2021
Skills
- Branch operations management
- Compliance management
- Loan processing skills
- Financial analysis expertise
- Sales performance optimization
- Customer relationship building
- Team leadership
Timeline
Branch Manager
World Finance
04.2024 - Current
Manager in Training
World Finance
04.2023 - Current
Universal Customer Service Representative
Sunbelt Federal Credit Union
01.2022 - 04.2023
Personal Banker
Citizens National Bank
04.2017 - 12.2021
High School Diploma -
Quitman High School