Kelsey Ceasar

• Identify and pursue new small business clients through networking, referrals, and outreach.
• Develop and execute strategies to grow the small business portfolio, including loans, lines of credit, deposit accounts, and merchant services, treasury management.
• Conduct prospecting calls and meet with business owners to understand their financial needs.
• Build and maintain strong, long-term relationships with small business clients.
• Serve as the primary point of contact for business owners, providing ongoing support and advice.
• Conduct regular reviews of clients' financial needs, and offer tailored banking solutions.
• Evaluate small business loan applications by analyzing financial statements, creditworthiness, and risk.
• Promote the banks' full suite of products and services, such as business checking accounts, treasury management, merchant services, and investment options.
• Identify opportunities to cross-sell personal banking products to business owners and their employees.
• Represent the bank at local business events, the chamber of commerce, and networking groups.
• Provide exceptional service by promptly addressing client needs, inquiries, concerns, and issues.

• Supervise, coach, and motivate branch staff. Conduct performance evaluations, and provide training to ensure team growth and development.

• Foster positive work environments that promote collaboration and high performance.

• Develop and implement strategies to achieve branch goals, including deposit growth, loan sales, and cross-selling bank products.

• Build relationships with local businesses and community organizations to increase the branch's visibility and customer base.

• Identify opportunities to enhance branch profitability and customer engagement.

• Ensure exceptional customer service by resolving complaints and addressing customer inquiries promptly.

• Develop and maintain strong relationships with key customers and prospects.

• Oversee branch operations. Lead a team in achieving sales targets for products such as loans, credit cards, checking accounts, mortgages, and investments.

• Set short term and long term goals for the branch alignment with banks overall objectives

• Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
• Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
• Collaborated with internal teams to develop strategies that would increase customer engagement levels.
• Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
• Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
• Developed strategies to attract new customers while retaining existing ones.

• Reviewed warranty repair orders for proper completion, accuracy and legibility to reduce processing delays
• Processed claim paperwork and followed up on missing information to complete processing
• Analyzed problems, identified trends and developed strategies to optimize claims process
• Resubmitted rejected claims or received write-off authorization to maintain records and proper documentation
• Maintained a high level of accuracy in claim submissions, resulting in minimal rejections due to incorrect information or incomplete documentation.

• Identified potential needs through observation, questioning and listening
• Mentored newly hired team members on appropriate responses to patron questions
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
• Conducted performance evaluations for teller staff, offering constructive feedback and setting goals.
• Reviewed customer account information to verify accuracy and resolve any outstanding issues.
• Led weekly staff meetings to discuss goals, objectives, and performance metrics.
• Cross-sold bank products and services to customers, meeting and exceeding sales targets.