Kyla Morris
Peculiar,MO
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
Simmons Bank
10.2024 - Current
- Supervised and/or responsible for most daily branch operation tasks and files, ensuring efficiency and compliance with laws and regulations.
- Served to colleagues as a Subject Matter Expert in products, procedures, and bank knowledge, also training junior bankers and new branch managers to gain full comprehension of each subject.
- Resolved complex customer needs and provided tailored financial solutions, resulting in increased trust and loyalty among clients.
- Assisted branch managers in coaching staff, scheduling, and other various projects while successfully meeting individual sales goals and excellent customer service ratings.
Relationship Banker II
Simmons Bank
02.2023 - 10.2024
- Successfully took the lead on many lending originations and conversations, closing 75% of loans in pipeline, some over $300k.
- Coordinated with management to ensure compliance with policies and procedures in the branch by guiding the staff to prevent and resolve loan exceptions, CIP/BSA exceptions, new account documentation exceptions, and Regulation CC errors.
- Punctually completed daily and weekly responsibilities, such as caring for branch invoices, weekly sales reports, and meeting individual sales goals, all while assisting with staffing and activities of other locations.
- Guided customers in achieving financial goals by having full needs-based conversations and recommending suitable products and services based on their needs resulting in a 40% growth of branch and individual sales goals.
- Performed audits to reduce discrepancies on Safe Deposit Boxes, Vault inventory, and associate drawers.
Relationship Banker I
Simmons Bank
02.2022 - 02.2023
- Exceeded in knowledge of opening and maintaining personal and business demand deposit accounts, Individual Retirement Accounts, Certificate of Deposits, Youth Savings, and became a point of contact for many Commercial, Trust, Health Savings, and Power of Attorney accounts.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Achieved excellent customer satisfaction ratings by always staying positive and addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Assisted customers with handling fraudulent activity on their accounts by originating disputes and communicating proper procedures for preventing further activity.
Education
Some College (No Degree) - Accounting/Finance Credits
Penn Foster College
Skills
- Branch Operational Efficiency
- Relationship Building & Maintaining
- Team Leadership
- Customer Service
- Consumer Lending
- Organization
- Detail-Oriented
- Proficiency with Microsoft Office (Word, Excel, Outlook)
Certification
- Notary Public
- NMLS
Timeline
Senior Relationship Banker
Simmons Bank
10.2024 - Current
Relationship Banker II
Simmons Bank
02.2023 - 10.2024
Relationship Banker I
Simmons Bank
02.2022 - 02.2023
Some College (No Degree) - Accounting/Finance Credits
Penn Foster College
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