Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kaylah Ginyard

Spartanburg,SC

Summary

Detail-oriented banking professional with 3 years experience in financial services seeking Branch Operations Lead position at Chase Bank. Expertise in operational excellence, team leadership, and customer satisfaction to enhance branch performance and drive organizational success. Committed to fostering a collaborative team environment, ensuring compliance with policies, and delivering exceptional service to clients. Known for outstanding problem-solving skills, analytical thinking, and collaborative approach to achieving organizational goals. Passionate about fostering a positive, client-focused environment that drives customer satisfaction and business growth.

Overview

5
5
years of professional experience

Work History

Personal Banker

Wells Fargo
11.2021 - Current
  • Partner with branch management to set a professional and welcoming tone, ensuring a positive atmosphere for both clients and team members.
  • Engage customers as they enter the branch, identifying their needs and connecting them with the appropriate team member to build lasting relationships.
  • Perform a variety of branch operations, including managing cash transactions, resolving discrepancies, and ensuring transaction accuracy in compliance with policy.
  • Educate clients on self-service options such as mobile banking and online account access to streamline their financial experience.
  • Collaborate with team members to meet referral and service goals, demonstrate a strong ability to influence and inspire peers to achieve collective success.
  • Deliver exceptional customer service by tailoring solutions to individual needs and providing transparent guidance on banking products and services.
  • Delivering exceptional customer experiences by identifying financial needs and offering tailored solutions, contributing to consistent client retention and satisfaction.
  • Building and maintaining strong client relationships, achieving consistent sales goals and exceeding branch performance metrics.
  • Collaborating with internal departments, including underwriting and compliance teams, to expedite resolutions for complex client issues while maintaining strict adherence to company and regulatory standards.
  • Conducting periodic reviews of client accounts to ensure alignment with corporate policies and to detect any discrepancies, demonstrating a proactive approach to risk management.
  • Driving branch operational excellence by monitoring cash handling procedures, auditing transactions, and ensuring adherence to Wells Fargo’s corporate operational protocols.
  • Training new hires on customer service best practices, sales techniques, and compliance protocols, fostering a culture of operational excellence.
  • Collaborating with compliance teams to ensure all processes were aligned with federal and corporate standards, minimizing risk exposure and enhancing client trust.
  • Conducting detailed financial needs assessments to recommend and cross-sell products such as personal loans, credit cards, and savings plans, driving revenue growth and client satisfaction.
  • Reviewing and monitoring branch transactions for accuracy and adherence to compliance standards, identifying potential risk factors and implementing corrective measures.
  • Consistently achieved top-tier performance metrics in sales and client retention, earning recognition for exemplary service and operational excellence.

Service and Engagement Team Leader

Target
01.2020 - 10.2021
  • Oversaw daily operations of the service and engagement team, ensuring seamless customer experiences and maintaining high standards of service delivery.
  • Managed team performance by setting clear expectations, providing ongoing coaching, and conducting regular evaluations, resulting in improved employee engagement and productivity.
  • Implemented operational strategies to streamline workflows, optimize efficiency, and enhance customer satisfaction in a fast-paced retail environment.
  • Conducted audits and monitored compliance with corporate policies and procedures, identifying and mitigating potential risks to maintain operational integrity.
  • Analyzed sales and customer service data to identify trends, develop action plans, and support corporate objectives, achieving consistent improvements in key performance metrics.
  • Collaborated with cross-functional teams, including inventory management, HR, and loss prevention, to ensure alignment with company goals and compliance standards.
  • Played a pivotal role in resolving escalated customer concerns, utilizing strong problem-solving and negotiation skills to deliver satisfactory outcomes while preserving brand reputation.
  • Trained and developed team members on service strategies, operational processes, and compliance standards, fostering a culture of accountability and excellence.

Education

Bachelor of Science - Business Administartion

University of South Carolina Upstate
Spartanburg
05-2023

Skills

  • Strategic Planning: Ability to align daily operations and customer initiatives with long-term corporate objectives
  • Regulatory Compliance: Deep understanding of financial regulations to ensure adherence to policies
  • Risk Management: Experience in identifying, mitigating, and managing operational and financial risks
  • Relationship Building: Strong ability to establish trust and rapport with clients to drive account growth and retention
  • Financial Needs Assessment: Skilled in conducting detailed client consultations to identify tailored financial solutions
  • Account Management: Proficient in managing customer portfolios while ensuring a high level of confidentiality and compliance
  • Effective conflict resolution

Timeline

Personal Banker

Wells Fargo
11.2021 - Current

Service and Engagement Team Leader

Target
01.2020 - 10.2021

Bachelor of Science - Business Administartion

University of South Carolina Upstate

Similar Profiles

CREATE PROFILE
Kaylah Ginyard