Emily McNeely
@emilymcneely
Dynamic professional with expertise in sales and customer service.
What I'm looking for
I am an expert in multiple professions. Most of my career has been within the financial industry, sales, account management and managing teams.
Experience
Work history, roles, and key accomplishments
Account Manager
JJ Keller
Jul 2022 - Present (2 years 11 months)
Managed and implemented annual budgets while ensuring compliance with State and Federal regulations. Developed management systems and provided administrative support to enhance operational efficiency.
Direct Lending Loan Consultant
US Bank
May 2021 - Jul 2022 (1 year 2 months)
Originated residential Home Equity and personal loans while developing client relationships. Analyzed loan markets to identify prospects and managed pipeline efficiency.
Client Relationship Consultant
US Bank
Jul 2019 - Jan 2021 (1 year 6 months)
Provided exceptional customer service leading to high retention rates. Verified loan applicants' financial information and assisted clients in achieving their financial goals.
Teller Manager
US Bank
Jun 2016 - Jul 2019 (3 years 1 month)
Managed teller operations and trained new staff. Promoted banking products and ensured accurate processing of transactions.
Manager
Hardee's
Jul 2013 - Jul 2016 (3 years)
Led customer support staff and trained employees on operational procedures. Managed workflow to exceed service quality goals and handled payroll.
Education
Degrees, certifications, and relevant coursework
Potosi High School
High School Diploma, General Education
2011 - 2015
Completed high school education with a focus on developing foundational skills necessary for future academic and career pursuits.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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