Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
Generic

Claudia Blackwell

Longmont

Summary

With a proven track record in enhancing customer satisfaction and loyalty. Skilled in strategic planning and employee training, I effectively resolved escalated complaints and implemented compliance measures, driving profitability while fostering a collaborative team environment. Passionate about delivering exceptional service and continuous improvement.

Overview

4
4
years of professional experience

Work History

Financial Wellness Consultant

KeyBank
Boulder
07.2024 - Current
  • Reviewed existing accounts for accuracy of information and compliance with regulations.
  • Resolved escalated customer complaints in a timely manner.
  • Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
  • Developed strategies to increase customer satisfaction and loyalty.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Implemented internal control procedures to minimize risk exposure and maximize profitability.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Planned work schedules to maintain adequate staffing levels.
  • Assisted with onboarding new employees by training them on banking procedures.
  • Advised customers on various banking products and services such as loans, investments, and credit cards.

Intern

KeyBank
Longmont
06.2023 - 09.2025
  • Prepared presentations outlining new products and services offered by the bank.
  • Assisted in preparing daily and monthly banker Goals with the Branch manger.
  • Handled cash withdrawals and deposits with accuracy and efficiency.
  • Reviewed customer feedback surveys to identify areas where improvements could be made.
  • Monitored changes in interest rates or any other economic indicators that may affect the performance of investments made by customers.

Beauty Advisor

Ulta
Grand Junction
05.2021 - 05.2023
  • Upsold additional beauty items when appropriate to increase sales revenue.
  • Performed sales activities such as cashiering, stocking shelves, inventory management and customer service.
  • Educated customers about the proper use of cosmetics, fragrances and other beauty items.
  • Maintained cleanliness of work area by wiping down counters, organizing shelves and disposing of trash appropriately.

Education

BBA - Finance

Colorado Mesa University
Grand Junction, CO
05-2024

Skills

  • Team building
  • Employee training
  • Time management
  • Strategic planning
  • Multitasking
  • Organizational skills
  • Attention to detail
  • Reliability
  • Professionalism

Affiliations

  • One of the most rewarding things is to watch your foster dogs get adopted to good homes.

References

References available upon request.

Timeline

Financial Wellness Consultant

KeyBank
07.2024 - Current

Intern

KeyBank
06.2023 - 09.2025

Beauty Advisor

Ulta
05.2021 - 05.2023

BBA - Finance

Colorado Mesa University

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Claudia Blackwell