Kayla Williamson
Denver
Summary
Service-focused professional with 5+ years of client service and front-desk operations in the banking industry. Skilled in scheduling, payment processing and delivering exceptional guest experiences that elevate client satisfaction and drive sales. Passionate about wellness and eager to bring a polished, professional presence to a luxury spa environment.
Overview
5
5
years of professional experience
Work History
Personal Banker
BOK Financial
11.2023 - 07.2025
- Delivered personalized customer service as first point of contact, greeting and assisting 50+ clients daily in a professional setting.
- Scheduled appointments, coordinated calendars and ensured clients were prepared with required documentation.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients thus exceeding my quarterly goals.
- Provided personalized customer service that contributed to a 98% CX survey score from clients.
- Secured over 4 million in new money acquisitions for FY 2024.
Personal Banker
JD Bank
01.2020 - 10.2023
- Processed transactions accurately while maintaining client confidentiality and discretion.
- Collaborated with regional leadership to meet quarterly sales and service goals. Increased overall deposits by 15% year-over-year.
- Resolved client issues quickly and effectively, maintaining professionalism and strengthening trust in the JD Bank brand.
- Trained and mentored junior bankers on banking procedures, client engagement techniques and compliance standards.
- Served as lead vault custodian, ensuring accuracy of vault, TCR and teller drawers by way of audits.
Education
High School Diploma -
Iowa High School
Iowa, LA05-2000
Skills
- Polished phone etiquette
- 200 hours of continuing education in sales
- Hospitality mindset
- Opportunity identification
Timeline
Personal Banker
BOK Financial
11.2023 - 07.2025
Personal Banker
JD Bank
01.2020 - 10.2023
High School Diploma -
Iowa High School
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