DANA HOLMES
Lexington
Summary
At Central Bank & Trust, I spearheaded the enhancement of cash management processes and significantly improved customer satisfaction through innovative solutions and exceptional service. Leveraging skills in payment processing and excellent communication, I played a key role in business development and client retention, demonstrating both leadership and teamwork.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
9
9
years of professional experience
Work History
Cash Management Specialist
Central Bank & Trust
03.2023 - Current
- Streamlined cash management processes by implementing new software and automation tools.
- Supported business development efforts by identifying new client prospects and presenting tailored cash management solutions during sales pitches.
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues related to cash management services.
- Enhanced client satisfaction by providing timely, accurate, and comprehensive cash management reports and services.
Digital Banking Specialist
Central Bank & Trust
09.2020 - 03.2023
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Reduced processing errors by implementing strict quality control measures in daily operations.
- Developed and maintained strong relationships with high-value clients, securing their loyalty and ongoing business.
Personal Banker
Central Bank & Trust
12.2015 - 09.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Education
Bachelor of Science - Finance
University of Phoenix
Phoenix05-2015
Skills
- Payment processing
- Microsoft office
- Fraud detection techniques
- Teamwork and collaboration
- Time management
- Attention to detail
- Multitasking Abilities
- Excellent communication
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 5 in the development of Online Banking Technologies.
- Resolved product issues through consumer testing.
- Multiple Internal award winner including MVP's and Expect the Best Awards.
- Selected to represent Central Bank through the Winchester Chamber of Commerce Young Professionals program.
- Experienced in leading presentations including teaching finance classes at local community center.
- Multiple Sales Leader awards.
Timeline
Cash Management Specialist
Central Bank & Trust
03.2023 - Current
Digital Banking Specialist
Central Bank & Trust
09.2020 - 03.2023
Personal Banker
Central Bank & Trust
12.2015 - 09.2020
Bachelor of Science - Finance
University of Phoenix
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