Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Keon L. Farris

Louisville

Summary

Results-driven financial professional with a strong background in customer service, relationship management, and consultative sales. Adept at providing tailored financial solutions, deepening client relationships, and delivering an exceptional banking experience. Skilled in leveraging digital banking tools to educate and empower customers while maintaining compliance with financial regulations.

Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Digital Sales Representative

ADP
12.2024 - Current
  • Conduct high-volume cold calling and lead generation, driving new business and expanding client pipelines
  • Build and manage long-term relationships with business clients to enhance satisfaction and retention
  • Utilize data-driven insights to tailor consultative sales pitches, improving conversion rates
  • Collaborate with internal teams to ensure clients receive tailored HR and payroll solutions

Environmental Commodities Consultant

Schneider Electric
10.2022 - 11.2024
  • Advised corporate clients on renewable energy investments, integrating sustainability into financial strategy
  • Conducted financial and regulatory audits, applying compliance expertise
  • Delivered client-focused presentations on sustainable finance solutions

Associate Banker

JPMorgan Chase
11.2021 - 10.2023
  • Delivered exceptional customer service, proactively addressing financial needs with a consultative approach
  • Managed and deepened client relationships through personalized financial guidance
  • Educated customers on Chase digital banking tools, improving financial literacy and account management
  • Acted as a Culture Champion, leading diversity and inclusion initiatives

Document Control Specialist

Bilfinger Westcon
02.2019 - 05.2019
  • Managed critical project documentation, ensuring compliance with industry regulations
  • Communicated with project managers and teams to maintain consistency in operations and reporting

Education

Bachelor of Arts - Sustainability

University of Louisville
Louisville, KY
12.2023

Skills

  • Customer Relationship Management
  • Retail Banking
  • Consultative Sales
  • Risk & Compliance
  • Digital Banking Solutions
  • Team Collaboration
  • Cold Calling
  • Lead Generation
  • Banking operations
  • Goal oriented
  • Teller background
  • Customer Service-oriented

Certification

FINRA SIE, Series 6/7, & State Registration, In Progress, Committed to obtaining required banking licenses.

Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

Digital Sales Representative

ADP
12.2024 - Current

Environmental Commodities Consultant

Schneider Electric
10.2022 - 11.2024

Associate Banker

JPMorgan Chase
11.2021 - 10.2023

Document Control Specialist

Bilfinger Westcon
02.2019 - 05.2019
FINRA SIE, Series 6/7, & State Registration, In Progress, Committed to obtaining required banking licenses.

Bachelor of Arts - Sustainability

University of Louisville
Keon L. Farris