Kelli Schilling
Lowell
Summary
Dynamic Relationship Banker with a proven track record at BMO BANK N.A., excelling in relationship building and financial advising. Recognized for enhancing customer satisfaction through effective problem resolution and cross-selling strategies. Committed to fostering teamwork and mentoring, driving operational efficiency and client engagement in a competitive banking environment.
Overview
20
20
years of professional experience
Work History
Relationship Banker
BMO BANK N.A.
Crown Point, IN
09.2009 - 09.2025
- Cultivated strong client relationships through personalized banking solutions and proactive communication.
- Conducted comprehensive financial assessments to recommend appropriate products and services.
- Streamlined account opening processes, enhancing customer experience and operational efficiency.
- Mentored junior staff on banking protocols, fostering a collaborative team environment.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Actively participated in community events to promote bank services, expanding market reach.
- Pioneered digital banking tutorial for clients, facilitating shift towards digital platforms.
- Played key role in developing mentorship program for new Relationship Bankers, improving team performance.
Relationship Banker
Fifth Third Bank
Valparaiso, IN
07.2005 - 09.2009
- Analyzed customer feedback to identify service improvement opportunities and implement actionable strategies.
- Led initiatives to enhance cross-selling efforts, contributing to overall branch performance goals.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Education
Bachelor of Science - Business
Olivet Nazarene University
Bourbonnais, IL05-2003
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Cross-selling products
- Financial advising
- Loan origination
- Critical thinking
- Teamwork and collaboration
- Decision-making
- Reliability
Timeline
Relationship Banker
BMO BANK N.A.
09.2009 - 09.2025
Relationship Banker
Fifth Third Bank
07.2005 - 09.2009
Bachelor of Science - Business
Olivet Nazarene University