Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charleen Skirmont

Monee

Summary

Experienced banking professional with strong attention to detail and passion for process improvement. Eager to take on new challenges within a growth-oriented organization. Proven track record of delivering high-quality results and exceeding expectations in fast-paced environments. Seeking opportunity to leverage skills and expertise to drive success and make meaningful impact.

Overview

20
20
years of professional experience

Work History

Market Relationship Banker II

First Midwest Bank/Old National Bank
07.2023 - Current
  • Sell retail products and services. Prepares and compiles customer applications and information to open new accounts.
  • Analyze financial statements, bank statements, and various transaction data to detect fraud, reconcile records, and assess financial health, among other things.
  • Develop new banking relationships and deepen existing relationships through recommending relevant products and services to the branch's clientele.
  • Help the client achieve his or her financial goals through sound guidance on money management principles.
  • Maintain thorough knowledge of all bank products and services.
  • Provide customer service for inbound and outbound calls, answer questions and provides basic trouble shooting assistance. Completes research and follow-up for more complex issues.
  • Assist clients with routine maintenance and requests.
  • Actively market consumer loans. Process loan applications and collect supporting documentation. Act as a liaison between customers and the loan department.
  • Consistently exceeds established goals. Takes a proactive approach to ensure goals are met by making phone calls, utilizing call lists, and completing client follow ups. Reaching out to clients and prospective clients through all available avenues (phone, mail, email).
  • Responsible for providing prompt and accurate financial transactions and services.
  • Balance cash drawer, vault, coin, cash recycler daily.
  • Debit card support, includes printing instant issue cards, canceling lost or stolen cards, completing temporary limit increase, travel memos, and disputes. Completes instant issue audit under dual control.
  • Maintain knowledge of and adheres to all applicable laws, regulations, policies, and procedures.
  • Onboarding coach and mentor for new Relationship Bankers and Consumer Banking Representatives.
  • Travel between five branches in the market and assist based on branch needs.

Client Care Specialist III

First Midwest Bank/Old National Bank
04.2021 - 07.2023
  • Provides excellent customer service to internal and external callers.
  • Answers questions and address problems. Handles customer complaints and inquiries.
  • Answers questions regarding service charges, overdrafts, statements, returned items, balance inquiries, direct deposit, holds, phone transfers, funds availability, debit cards, stop payments and other miscellaneous questions.
  • Retail and business online banking support including login and registration issues, bill pay, bank to bank transfers, Zelle, and online statement registration and cancellation.
  • Debit card support includes new or replacement cards, lost or stolen cards, temporary limit increase, travel memos, and disputes.
  • Handles loan related questions and maintenance. Accept loan payments and provide payoff quotes.
  • Completes file maintenance such as address/phone number change.
  • Recognizes opportunities for cross-selling additional products or services.
  • Recognizes trends in customer issues.
  • Remains current in product knowledge, bank promotions, and system operations.
  • Maintain knowledge of and adheres to all applicable laws, regulations, policies, and procedures.
  • Facilitate group training and individual phone shadowing for new call center agents.
  • Collaborate with Quality Assurance team to complete new hire call calibrations.
  • Research client complaints to determine if an error occurred. Communicate findings with management team, recommend coaching if needed. Assign complaints to agents and supervisors for follow up and resolution.

Personal Banker II

First Midwest Bank/Old National Bank
07.2012 - 04.2021
  • Sell retail products and services. Prepares and compiles customer applications and information to open new accounts.
  • Develop new banking relationships and deepen existing relationships through recommending relevant products and services to the branch's clientele.
  • Help the client achieve his or her financial goals through sound guidance on money management principles.
  • Assist clients with routine maintenance and requests.
  • Actively market consumer loans. Process loan applications and collect supporting documentation. Act as a liaison between customers and the loan department.
  • Consistently exceeds established goals. Takes a proactive approach to ensure goals are met by making phone calls, utilizing call lists, and completing client follow ups. Reaching out to clients and prospective clients through all available avenues (phone, mail, email).
  • Onboarding coach and mentor for new personal bankers and consumer banking representatives.
  • Debit card support, includes printing instant issue cards, canceling lost or stolen cards, completing temporary limit increase, travel memos, and disputes. Completes instant issue audit under dual control.
  • Maintain knowledge of and adheres to all applicable laws, regulations, policies, and procedures.

Teller III

First Midwest Bank/Old National Bank
12.2011 - 07.2012
  • Responsible for providing prompt and accurate financial transactions and services.
  • Balance cash drawer and vault cash/coin daily. Review daily cash balancing report for accuracy.
  • Responded to customer inquiries. Recommend bank products or services based on client conversation.
  • Adhere to all regulatory requirements and participate in annual compliance training.

Teller Supervisor/Universal Banker

Integra Bank/Old National Bank
02.2005 - 12.2011
  • Responsible for providing prompt and accurate financial transactions and services.
  • Balance cash drawer and vault cash/coin daily. Review daily cash balancing report for accuracy.
  • Scheduling of all branch staff. Assigns duties and coordinates work schedules to ensure the teller line functions efficiently.
  • Respond to customer inquiries. Recommend bank products or services based on client conversation.
  • Balance general ledgers and all negotiable items for the branch.
  • Ensures adequate supply of money for banking center’s needs, based on legal requirements and business demands.
  • Coaches, guides, and leads teller team to ensure achievement of personal referral goals and branch goals.
  • Profile new and existing customers to better serve their financial needs.
  • Prepares and compiles customer applications and information to open new accounts.
  • Adhere to all regulatory requirements and participate in annual compliance training.

Education

High School -

Bremen High School
Midlothian, IL
05.2000

Skills

  • Client relationship management
  • Solutions and results oriented
  • Training and mentoring
  • Task management
  • Data analysis
  • Critical thinking

Timeline

Market Relationship Banker II

First Midwest Bank/Old National Bank
07.2023 - Current

Client Care Specialist III

First Midwest Bank/Old National Bank
04.2021 - 07.2023

Personal Banker II

First Midwest Bank/Old National Bank
07.2012 - 04.2021

Teller III

First Midwest Bank/Old National Bank
12.2011 - 07.2012

Teller Supervisor/Universal Banker

Integra Bank/Old National Bank
02.2005 - 12.2011

High School -

Bremen High School

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Charleen Skirmont