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
Tell City, IN
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
Michigan Center, MI
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