Summary
Overview
Work History
Education
Skills
Timeline
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Anthony Adamczyk

Anthony Adamczyk

Port Washington,Wisconsin

Summary

Dynamic professional with a proven track record at BMO, excelling in customer service and sales. Leveraged banking expertise and exceptional communication skills to exceed sales targets by 20%. Specialized in loan origination and fraud prevention, consistently enhancing client satisfaction and financial security. Expert in Microsoft Office, adept at managing complex customer needs and fostering professional relationships.

Overview

10
10
years of professional experience

Work History

Retail Relationship Banker

BMO
Cedarburg, WI
04.2019 - 12.2024
  • Assisted customers with online banking services such as setting up accounts, transferring funds, and activating debit cards.
  • Provided exceptional customer service to all clients, including resolving inquiries and complaints.
  • Analyzed client financial data to recommend personalized banking and investment solutions.
  • Identified opportunities for cross-selling additional products or services based on customer needs.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Cultivated a positive work environment by maintaining professional relationships with co-workers.
  • Developed and executed strategies to achieve and exceed sales targets for banking products and services.
  • Maintained updated knowledge of bank products, services, promotions, policies, procedures, regulations.

Loan Officer

One Main Financial
Eau Claire, WI
01.2015 - 04.2019
  • Performed quality assurance reviews on all closed loans for compliance purposes.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Negotiated terms and conditions of loan contracts.
  • Conducted risk analysis to identify potential losses associated with certain loans.
  • Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
  • Interacted with underwriters, appraisers, title companies. during the processing of a loan application.
  • Developed loan contracts and explained contract terms to clients.
  • Met with applicants to obtain information for loan applications and answer questions about process.
  • Updated client account information and records in company databases.
  • Set up debt payment plans based on client credit, income and assets.

Education

Bachelor of Social Work - Social Work

Arizona State University
Tempe, AZ
08.1998

Skills

  • Banking
  • Communication skills
  • Time management
  • Microsoft office
  • Retail sales
  • Fraud
  • Computer skills
  • Management
  • Sales
  • Customer service
  • Performance tracking
  • Sales proficiency
  • Loan processing
  • Customer Service-oriented
  • Loan origination
  • Cash handling

Timeline

Retail Relationship Banker

BMO
04.2019 - 12.2024

Loan Officer

One Main Financial
01.2015 - 04.2019

Bachelor of Social Work - Social Work

Arizona State University

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Anthony Adamczyk