Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brian Kempf

Mount Prospect,IL

Summary

Dynamic banking professional with extensive experience at Wintrust Financial Corp, excelling in customer service and team leadership. Proven track record in enhancing client satisfaction through tailored financial solutions and strategic marketing initiatives. Skilled in decision-making and money handling, driving operational efficiency and fostering strong client relationships.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Assistant Manager/Officer

Wintrust Financial Corp
02.2021 - Current
  • Managed daily operations to ensure compliance with regulatory standards and company policies.
  • Developed training programs to enhance staff performance and improve customer service skills.
  • Coordinated team schedules to optimize workflow and enhance productivity across departments.
  • Analyzed customer feedback to identify service improvement opportunities and implement action plans.

Relationship Officer

Wintrust Financial Corp
12.2016 - 01.2021
  • Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
  • Facilitated communication between clients and internal teams to address inquiries and resolve issues promptly.
  • Analyzed client needs to provide tailored solutions, improving service delivery efficiency.
  • Coordinated with cross-functional teams to ensure alignment on client account management strategies.

Personal Banking Representative

First American Bank
08.2015 - 07.2016
  • Facilitated customer transactions, ensuring accuracy and compliance with banking regulations.
  • Educated clients on banking products, enhancing financial literacy and service satisfaction.
  • Resolved account inquiries, providing timely solutions and maintaining positive client relationships.
  • Collaborated with team members to streamline processes, improving operational efficiency in daily tasks.

Senior Personal Banker

BMO Financial Group
12.2012 - 08.2015
  • Streamlined client onboarding processes, enhancing service efficiency and client satisfaction.
  • Mentored junior bankers, fostering professional development and improving team performance.
  • Analyzed client financial needs, providing tailored solutions to optimize banking relationships.
  • Developed strategic marketing initiatives, increasing engagement and expanding client base.

Personal Banking Officer

Advia Credit Union
11.2011 - 11.2012
  • Developed personalized banking solutions to enhance customer satisfaction and retention.
  • Conducted comprehensive financial assessments to identify clients' needs and recommend suitable products.
  • Facilitated onboarding processes for new customers, ensuring seamless account setup and service initiation.
  • Analyzed market trends to provide insights on competitive offerings, improving product positioning strategies.

Personal Banker

Bank of America
03.2006 - 11.2011
  • Managed client accounts, providing tailored financial solutions to meet individual needs.
  • Conducted thorough financial assessments to identify opportunities for account growth and investment.
  • Implemented strategic marketing initiatives, resulting in increased customer engagement and retention.
  • Trained and mentored junior bankers, enhancing team performance and service quality.

Portfolio Accounting Analyst

The Northern Trust Corporation
01.2005 - 03.2006
  • Analyzed portfolio performance metrics to ensure accuracy and compliance with industry standards.
  • Managed reconciliation processes for investment accounts, ensuring timely resolution of discrepancies.
  • Developed and maintained complex financial models to support strategic decision-making and reporting.
  • Collaborated with cross-functional teams to streamline reporting procedures, enhancing operational efficiency.

Investment Manager Relationship Representative

The Northern Trust Corporation
03.2003 - 01.2005
  • Managed portfolio analyses to identify investment opportunities and risks.
  • Developed strategic asset allocation plans aligned with client objectives.
  • Oversaw performance evaluation of investment strategies, optimizing returns.
  • Led due diligence processes for potential acquisition targets and partnerships.

Securities Technician

The Northern Trust Corporation
03.2000 - 01.2002
  • Assisted Manager and staff with complex operations related problem.
  • Reviewed and processed client and internal partner requests.
  • Frequently contacted internal partners and all levels of staff to communicate securities related issues.
  • Developed and implemented effective internal control procedures and modified existing processes as needed.

Education

High School Diploma -

St. Patrick High School
Chicago, IL

Bachelor of Arts - Political Science

Dominican University
River Forest, IL
01-1998

Skills

  • Customer service
  • Money handling
  • Team leadership
  • Decision-making

Certification

Wintrust Leadership Program 2021

Timeline

Assistant Manager/Officer

Wintrust Financial Corp
02.2021 - Current

Relationship Officer

Wintrust Financial Corp
12.2016 - 01.2021

Personal Banking Representative

First American Bank
08.2015 - 07.2016

Senior Personal Banker

BMO Financial Group
12.2012 - 08.2015

Personal Banking Officer

Advia Credit Union
11.2011 - 11.2012

Personal Banker

Bank of America
03.2006 - 11.2011

Portfolio Accounting Analyst

The Northern Trust Corporation
01.2005 - 03.2006

Investment Manager Relationship Representative

The Northern Trust Corporation
03.2003 - 01.2005

Securities Technician

The Northern Trust Corporation
03.2000 - 01.2002

High School Diploma -

St. Patrick High School

Bachelor of Arts - Political Science

Dominican University

Similar Profiles

CREATE PROFILE
Brian Kempf