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Bio

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Kelly Mundell is a seasoned executive with extensive experience in banking, customer service, and leadership. She has managed operations, sales, and talent development initiatives in various roles, including Office Manager/Retail Store Manager/Sales Associate at Point Liquor Store, Director of Communications at Velocity Signs LLC, HR Director at The Reserve at Richardson, eBranch Sales Manager at Texans Credit Union, AVP Branch Manager at Bank of America, and Onsite Program Supervisor at Software Spectrum. Kelly holds a High School Diploma in Business/Managerial Economics from New York.

Experience

    • Office Manager/Retail Store Manager/Sales Associate
      • 2021 - Present

      Manage operations, sales, merchandise, talent and customer relation initiativesDevelop and implement procedures, processes and policies aligned with performance objectivesFacilitate staff training instructing team members on store operations and service techniquesProvide proactive service addressing inquiries and ensuring high customer satisfactionExceed performance objectives increasing sales revenue and attaining promotions

  • Velocity Signs LLC
    • Dallas/Fort Worth Area
    • Director of Communications
      • Aug 2018 - Dec 2019
      • Dallas/Fort Worth Area

      · Founded, led and sold B2B signage company· Developed and executed strategic growth plan aligned with performance objectives· Directed projects assigning tasks, monitoring progress, and ensuring quality deliverables· Created communication materials conveying unique value proposition offerings· Forged strategic partnerships with retail partners increasing awareness and revenue· Secured national account with O’Reilly Auto Parts generating 60K+ revenue· Achieve performance objectives increasing market growth by 10% revenue volume

  • The Reserve at Richardson
    • Richardson, Texas
    • HR Director
      • Feb 2019 - May 2019
      • Richardson, Texas

      · Directed employee relations, benefits, training and performance management initiatives· Developed and implemented procedures and policies in accordance with compliance standards· Facilitated new hire onboarding training sessions providing knowledge, resources and support· Evaluated and selected benefit providers ensuring optimal coverage and employee satisfaction· Utilized HRIS system software documenting employee data, certifications and compliance· Achieved performance objectives increasing employee productivity, engagement and retention

  • Texans Credit Union
    • Richardson, Texas
    • eBranch Sales Manager
      • Apr 2014 - Jan 2018
      • Richardson, Texas

      · Managed call center operations, sales, training, talent development and customer service initiatives· Defined and executed strategic plans and metrics aligned with revenue performance objectives· Implemented procedures, processes and policies in accordance with NCUA compliance standards· Advised customers on auto loan and application product portfolio solution offerings· Recruited and developed team members providing knowledge, resources and support· Led training sessions instructing team members on product, consultative sales and service techniques· Forged strong relationships with team members, customers, financial institutions and community partners· Provided proactive service delivering high customer satisfaction and generating referrals· Earned branch of the month award exceeding monthly deposits and customer satisfaction goal· Earned employee of the year award generating $22M incremental auto loan sales volume· Exceeded performance objectives increasing revenue and attaining leadership promotions

    • AVP Branch Manager
      • Oct 2001 - Apr 2014

      · Managed operations, sales, training, talent development and customer relation initiatives· Defined and executed strategic plans and metrics aligned with revenue performance objectives· Implemented procedures, processes and policies in accordance with FDIC compliance standards· Developed sales plans defining quota objectives, providing incentives, and rewarding performance· Advised customers on real estate investment purchase and loan refinance product solutions· Recruited and developed high-performance talent providing knowledge, resources and support· Led training sessions instructing team on product, sales and customer success techniques· Facilitated building block workshop providing new computerized refund tool instruction· Served as customer escalation point of contact addressing inquiries and resolving issues· Managed partnerships with Countrywide, Merrill Lynch, etc. increasing cross-sales revenue· Analyzed and presented actionable data to stakeholders driving informed decision-making· Forged strong relationships with team members, vendors, customers and community members· Earned employee of the month award generating highest $1.2M real estate loan sales· Earned branch of the quarter and year awards generating $7.5M+ real estate loans sales volume· Surpassed revenue objectives increasing real estate loans, credit sales and deposits· Exceeded performance objectives increasing revenue and attaining leadership promotions

  • Software Spectrum
    • Gaarland, Tx
    • Onsite Program Supervisor
      • Oct 1995 - Jun 2001
      • Gaarland, Tx

      · Managed B2B software sales, training, reporting and account management initiatives· Supervised and developed inside sales team providing knowledge, resources and support· Facilitated new hire onboarding and consultative solution sales training sessions· Developed training materials including vendor collection and HTML intranet tool guides· Managed strategic account partnership alliances with Kodak, Ameritech, PepsiCo, etc.· Utilized Filemaker, Infomaker, MS Access and Excel collecting and aggregating sales data· Earned account management recognition attaining Chrysler vendor of the year award· Earned highest sales production award generating five-year $6M revenue Kodak contract· Earned vendor reporting specialist recognition generating $200K delinquent accounts revenue

    • Theatre Manager
      • Jul 1981 - Feb 1994
      • Dallas, Texas

      · Managed operations, sales, talent development, and customer relation initiatives· Created and launched Children’s Summer Movie Camp beta pilot movie release· Recruited and developed team members providing knowledge, resources and support· Facilitated training sessions instructing team members on computer ticketing system· Earned Rudolph best decorated theater and Disney Little Mermaid advertising awards· Earned Division Manager of the year and Platinum operational and customer excellence awards· Exceeded performance objectives increasing revenue and delivering high customer satisfaction

Education

  • 1981 -
    New York
    High School Diploma, Business/Managerial Economics

Suggested Services

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Industry Focus. “Banking and Financial Services.”

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