Candidate Profile #296580

Illinois – Chicago Area – Personal Banker

  • Years of Related Experience: 10
  • Minimum Salary: $60K
  • Work Area:  Chicago, Illinois area
  • Experience:
    • Personal and universal banker with retail operations background, retail banking, consumer lending sales, and teller experience.
    • Experience with referrals in mortgage lending, small business lending sales, and investment sales IRA.
    • Managed a diverse portfolio of individual and business clients, delivering tailored financial solutions with a 98% customer satisfaction rate.
    • Opened and serviced various bank products, including deposit accounts, credit cards, and consumer and home loans.
    • Processed loan applications, explained credit bureau reports, guided clients through loan stipulations, and scheduled closings, ensuring seamless loan processing, compliance, and clear communication of loan documents to clients.
    • Collaborated with investment, mortgage lending, business banking, and treasury teams to deliver comprehensive financial solutions.
    • Educated customers on digital banking tools, improving transaction efficiency and enhancing customer experience.
    • Identified opportunities to cross-sell bank products and services, strengthening client relationships and increasing retention.
    • Represented the bank at community events, strengthening brand presence and fostering client relationships.
    • Exceeded monthly KPIs, driving a 50% increase in the customer base.
    • Successfully handled high-priority escalations, retaining key clients and increasing positive feedback in post-service surveys by 25%.
    • Assisted in preparing for internal and external audits, addressing findings promptly to maintain compliance and operational efficiency.
    • Built and maintained strong client relationships, resolving in-person and on-the-phone inquiries and ensuring high service standards.
    • Contributed to quarterly compliance regulations meetings.
    • Strong references are available.
  • Education:  Bachelor’s Degree in Computer Information Systems minor in Finance.
  • Reference #:  296580
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