Hailey Zarefoss

First United Bank & Trust benefits from contributions in client relations and consumer service, as part of the team providing financial advisory support. My current role as Relationship Advisor Builds on over a year of experience as a Customer Service Representative in the same organization.

My Skills within my role:

• Supported team objectives by participating in training sessions to refine product knowledge and sales techniques.
• Cultivated strong client relationships through personalized communication and attentive service.
• Assisted clients in identifying financial needs and recommending appropriate banking solutions.
• Executed administrative tasks, ensuring accurate documentation of client interactions and transactions.
• Analyzed customer feedback to enhance service offerings and improve client satisfaction levels.
• Resolved client inquiries efficiently, contributing to a positive banking experience and retention rates.
• Developed expertise in financial products, enabling effective guidance for clients' investment decisions.
• Enhanced overall customer satisfaction by consistently delivering prompt responses to inquiries and resolving any account-related issues.
• Proactively addressed potential client issues before escalation, preserving long-term relationships and trust in the bank''s services.

Previous leadership experience as Shift Supervisor at Starbucks honed communication and team management competencies. Within this role, I became skilled in fostering positive client interactions and supporting personalized financial solutions. I was motivated and customer‑focused Shift Supervisor with a strong commitment to delivering consistent, high‑quality customer experiences. Skilled in maintaining product standards, leading daily floor operations, and serving as a reliable role model for team members. Demonstrates leadership, accountability, and a passion for continuous growth. Eager to expand expertise by exploring new roles and opportunities that support professional development and broaden industry knowledge.

Skills Learned:

• Supervised daily operations, ensuring adherence to quality standards and customer service excellence.
• Trained and mentored new employees, fostering a collaborative team environment.
• Resolved customer complaints effectively, maintaining high satisfaction ratings and brand loyalty.
• Trained new employees and delegated daily tasks and responsibilities.
• Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
• Responded to and resolved customer questions and concerns.
• Enforced company policies and regulations with employees.
• Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
• Continuously improved workplace processes and procedures, identifying areas for optimization and leading initiatives to implement necessary changes.
• Managed inventory levels, coordinating with suppliers to maintain stock availability and reduce waste.
• Implemented efficiency improvements in workflows, enhancing productivity during peak hours.