Heather Rand
Saint Meinrad
Summary
Dynamic professional with expertise in relationship building and customer service, honed as a Relationship Banker II at Old National Bank. Successfully increased client satisfaction through personalized banking solutions and efficient transaction handling. Skilled in cross-selling financial products and maintaining compliance, ensuring high client retention and loyalty.
Overview
23
23
years of professional experience
Work History
Relationship Banker II
Old National Bank
05.2018 - Current
- Assisted clients with account inquiries and transactions to ensure exceptional service delivery.
- Educated customers on banking products and services, enhancing their financial literacy.
- Processed loan applications and conducted credit assessments for timely approvals.
- Maintained accurate records of customer interactions to support compliance and reporting needs.
- Identified opportunities for cross-selling financial products based on client needs and preferences.
- Resolved customer complaints promptly, fostering trust and loyalty within the client base.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
- Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
General Manager
Marco's Pizza
07.2003 - 03.2018
- Assisted clients with account inquiries and transactions to ensure exceptional service delivery.
- Educated customers on banking products and services, enhancing their financial literacy.
- Processed loan applications and conducted credit assessments for timely approvals.
- Maintained accurate records of customer interactions to support compliance and reporting needs.
- Identified opportunities for cross-selling financial products based on client needs and preferences.
- Resolved customer complaints promptly, fostering trust and loyalty within the client base.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
- Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
Education
High School Diploma -
East Jackson High School
Jackson, MISkills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Banking
- Loans
Timeline
Relationship Banker II
Old National Bank
05.2018 - Current
General Manager
Marco's Pizza
07.2003 - 03.2018
High School Diploma -
East Jackson High School