Kaliesha Barwick
Chicago
Summary
Results-driven professional with a strong background in client service, relationship management, and administrative support. Skilled in communication, problem-solving, and multitasking in fast-paced environments. Adept at handling customer inquiries, ensuring compliance with policies, and providing strategic support to teams. A proactive and adaptable individual with a commitment to delivering high-quality service and fostering strong professional relationships.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
12.2022 - Current
- Conducted client meeting preparation by analyzing financial accounts in advance to enhance their experience, build strong relationships, and proactively address their financial needs with tailored solutions.
- Ensured adherence to regulatory compliance by staying up to date with industry policies, procedures, and financial regulations.
- Recognized multiple times as the top-performing Relationship Banker in the Downtown Chicago region, consistently surpassing sales and performance targets.
- Excelling in Merrill Lynch, small business, and home loan referrals through strategic client engagement and needs-based solutions.
- Conducted outbound cold calls to perform relationship reviews, identify client needs, and facilitate warm transfers to the financial center through dispositioned opportunities.
Sales
Nordstrom
05.2021 - 04.2021
- Boosted sales performance by developing and implementing effective sales strategies and techniques.
- Exceeded sales targets consistently through proactive prospecting, relationship-building, and closing deals.
- Creating and planning the daily schedule for the team, scheduling lunch breaks, attending weekly meetings for company sales goals and to discuss new strategy
- Trained, coached, and mentored new sales associates for maximum performance.
Sales Lead
Ann Taylor
10.2018 - 09.2018
- Leveraged social media platforms to increase brand awareness and generate leads.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Maintained current knowledge of evolving changes in marketplace.
Education
Certified Financial Planner - CFP
Nortwestern University SPS
Chicago, IL12-2026
Strategic Financial Analysis - Certification
Harvard Business School Online
06-2025
Skills
- Client Relationship Development & Management
- Team-Oriented Mindset
- Banking & Financial Services Compliance
- Microsoft Office & Salesforce CRM Proficiency
- Business Development & Referral Identification
- Financial Goal Planning
- Interpersonal communication
- Organization
- Strong Verbal & Written Communication
Timeline
Relationship Banker
Bank of America
12.2022 - Current
Sales
Nordstrom
05.2021 - 04.2021
Sales Lead
Ann Taylor
10.2018 - 09.2018
Certified Financial Planner - CFP
Nortwestern University SPS
Strategic Financial Analysis - Certification
Harvard Business School Online
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