Kellie Zima is a finance professional with extensive experience in banking and customer service. Kellie served as a Premier Licensed Banker at United Bank from September 2017 to January 2020, focusing on driving revenue through client engagement and comprehensive financial planning. Prior roles include Senior Customer Care Representative, Personal Financial Associate, Branch Service Manager, and Teller at First Niagara Bank, where Kellie excelled in sales, customer service, and relationship building. Additionally, Kellie worked as a Licensed Relationship Manager at KeyBank, providing tailored financial solutions to clients. Educational qualifications include a Bachelor of Business Administration from Cambridge College and an Advanced Financial Services Diploma from the Center for Financial Training.
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