Kelsey Barnes

Operations Specialist

Aspiration Financial – Remote 

October 2021 to January 2023

• Perform day-to-day operational processes that support business, partners and customers.
• Diligently review customer disputes and meet daily SLAs.
• Process and decision Regulation E fraud claims and merchant disputes.
• Communicate with customers via email regarding ongoing claims.
• Review incoming reports from our partners.
• Partner with our Customer Engagement team to provide clarity if/when customer issues arise regarding a dispute.
• Collaborate with Operations team members to help optimize tools for improved efficiency.
• Act at all times in a manner that is ethical and aligned with the regulatory obligations of the firm, and our partners.

Lead Teller/ Service Manager:

Wells Fargo: Hamilton, AL February 2017- September 2021

Responsibilities:

• Providing prompt customer service

• Maintaining excellent written and verbal communication skills

• Executing transactions

• Reviewing transactions

• Approving Transactions

• Colleague/staff training

• Maintaining a positive work environment for team members

• Ensuring a pleasant banking experience for customers

• Informing customers of new products and educating both colleagues and customers regarding new services and product. 

Photographer/Small Business Owner:

Gypsy Blue Photography: Guin, AL March 2021-Present

Responsibilities:

• Maintaining positive client communication

• Session Scheduling

• Maintaining and managing photography equipment

• Coordinating and managing photography sessions

• Photo editing utilizing high-quality software

• Marketing

• Small business financial management

Marketing/ Community Outreach Coordinator

Rocket City Chiropractic- Huntsville, AL November 2016 to February 2017

Responsibilities:

• Coordinated clinic-hosted events (i.e., educational workshops, dinners, patient appreciation

• events, etc.

• Worked remotely to organize various meetings, community dinners, and lunches

• Managed clinic related social media content

• Maintained cleanliness and organization within the clinic

• Scheduled and assisted with spinal screenings

• Served as a personal assistant for practitioners

• Attended business meetings such as BNI and Chamber of Commerce meetings.

• Expanded and developed marketing platforms.

• Managed the productivity of marketing plans and projects.

Personal Banker/Customer Service and Sales Representative/Loan Originator:

Wells Fargo - Madison, AL December 2014 to September 2016

Responsibilities:

• Provided prompt customer service

• Educated customers about credit and efficient financial planning

• Document preparation

• Account maintenance

• Account reconciliation

• Executed demographic information changes

• Executed stop payments

• Reviewed checks

• Executed Account closings

• Executed transfers

• Served as a notary

• Processed check orders

• Submitted credit applications

• Serviced credit applications

• Preformed conflict resolution

• Opened new accounts

• Maintained positive one-on-one interactions with new and existing customers

• Preformed risk management tasks in adherence to company and Federal policies, procedures,

standards, and regulations

• Attended community outreach events

• Attended meetings with city officials, school staff and administration, and business owners to

develop and maintain professional relationships.

• Completed call blocks to reach out to customers to ensure satisfaction

Accomplishments:

I have been within the top three Customer Sales Service Representatives (CSSRs) in the district since the start of my employment with Wells Fargo and continue to progress each quarter.

Skills:

• Active listening

• Service and sales orientated

• Excellent written and verbal communication

• Negotiation

• Independent judgment and decision making

• Goal driven

• Leadership

• Personnel management

• Organization

• Process improvement

• Policy & Procedure compliance

• Statistical/Data Reporting

• Data processing

• Team Building

• Conflict resolution

• Relationship development

• MS Office

• Excel

• Wells Fargo Systems: Store Vision Platform, Store Vision Teller, HOGAN

Bachelors in Psychology