Results-driven banking professional with expertise in customer service, conflict resolution, and financial processes. Proven ability to customize products to meet client needs and manage escalations with professionalism.
Overview
14
14
years of professional experience
Work History
Banker
TCF Bank
Hoagland
12.2021 - 09.2022
Facilitated account openings and closings, loan applications, and provided guidance for informed financial decisions.
Collaborated with departments to resolve customer requests and disputes efficiently.
Achieved or exceeded personal sales goals on a consistent basis.
Advised customers on bank products, services and financial planning options.
Processed loan applications and prepared relevant documents for approval.
Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
Customized products and services to meet specific banking requirements.
Maintained accurate records of all transactions within the branch's database system.
Handled escalations with professionalism, ensuring customer satisfaction and safeguarding bank reputation.
Verified customer identity using government-issued identification documents.
Office Assistant
South Dental
Hammond
04.2021 - 12.2021
Coordinated appointment scheduling for patients and dental staff to optimize clinic workflow.
Facilitated patient intake and verified insurance information to ensure accurate and efficient service.
Maintained cleanliness and organization of the reception area.
Responded to phone inquiries and directed calls to appropriate personnel to enhance communication and service delivery.
Handled incoming and outgoing mail and packages, including preparation for shipping.
Maintained confidentiality of sensitive information and documents.
Store Manager
PLS Financial Services
Chicago
12.2008 - 03.2021
Trained and developed staff to provide exceptional customer service experiences.
Established customer service standards and monitored compliance to ensure high-quality customer interactions.
Resolved customer complaints effectively to foster a positive shopping environment.
Supervised daily store operations and ensured compliance with company policies.
Managed inventory levels, including ordering and receiving merchandise efficiently.
Implemented systems for tracking stock movement to enhance inventory accuracy.
Developed weekly work schedules to optimize staff coverage and meet store demands.
Built relationships with key customers and stakeholders to grow business networks and locate new opportunities.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Implemented successful business strategies to increase revenue and target new markets.
Education
Bachelor of Science - Human Resources
DeVry University
Lisle, IL
06-2027
Associate of Applied Science - Human Resources Management
DeVry University
Lisle, IL
06-2026
Skills
Account openings
Account closings
Account servicing
Teller experience
Cash management
Financial processes
Data entry
Reviewing documents
Microsoft Office
Customer service
Client relationship management
Conflict resolution
Relationship building
Creative thinking
Operational risk
Product promotion
Verbal and written communication
Self-motivated nature
Client relationship management
Self-motivated nature
Timeline
Banker
TCF Bank
12.2021 - 09.2022
Office Assistant
South Dental
04.2021 - 12.2021
Store Manager
PLS Financial Services
12.2008 - 03.2021
Bachelor of Science - Human Resources
DeVry University
Associate of Applied Science - Human Resources Management