Chris Karrick
Springfield,IL
Summary
Diligent operations officer with 16 years of banking/wealth experience that boosts operational efficiency and service levels to drive sustainable growth across sectors. Cross-functional collaborator and proactive executive leader with skills in policy development, tactical planning and operational problem-solving.
Overview
16
16
years of professional experience
Work History
Wealth Operations Officer
INB Wealth
01.2023 - Current
- Updated and published standard operating procedures (SOPs) using stakeholder, customer and employee input and feedback resulting in clearer and more useful instruction for users.
- Onboarded and trained all new financial advisors and support staff to all programs and day to day tasks.
- Coordinated and led meetings to inform management of operational challenges and suggested improvements, and update everyone on all activity within the firm.
- Managed partnerships with wholesalers to coordinate informative customer events to drive new business.
- Used significant problem solving skills in order to fix any workflow issues along with any customer issues that may arise.
- Attained Life/Health Insurance Producer lines
- Played a vital part in the expansion of our 80M book to 275M over 5 years.
Wealth Management Associate
INB Wealth
06.2019 - Current
- Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
- Manually built out 1,100 customer profiles to facilitate and execute a Broker/Dealer conversion
- Developed and implemented policy and procedures to stay compliant while moving to a paperless workflow.
- Worked closely with clients, executed trades, built financial plans and profiles, and onboarded new accounts.
Assistant Branch Manager
US Bank
09.2016 - 06.2019
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills through coaching, achieve daily objectives, and attain advancement.
Financial Consultant
PNC Bank
02.2015 - 09.2016
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Worked as the Campus Banker for University of Illinois Springfield and assisted students with all banking needs on a day to day basis.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Teller Supervisor
PNC Bank
05.2013 - 02.2015
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
Bank Teller
PNC Bank
07.2011 - 05.2013
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Bank Teller
United Community Bank
03.2008 - 07.2011
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Education
Business Administration And Management
Southern Illinois University Edwardsville
Edwardsville, ILAssociate of Science - Business Management
Lincoln Land Community College
Springfield, IL12.2010
High School Diploma -
Auburn High School
Auburn, IL05.2007
Computer Networking
Capital Area Career Center
Springfield, IL05.2005
Skills
- Great at Multitasking and meeting tight deadlines
- Operational & Organizational Efficiency
- Can easily adapt to a constantly changing environment
- Extremely resourceful
Accomplishments
- Attained the Series 7 General Securities License and Series 66 Uniform Combined State Law License in November/December of 2020.
- Attained Life/Health Insurance Producer License August 2023
- Obtained Federal NMLS ID 1295895
- Made Top Performers list for US Bank in quarter 2 of 2017
- Made Top Producers list for PNC in quarter 4 of 2015
References
References upon request
Timeline
Wealth Operations Officer
INB Wealth
01.2023 - Current
Wealth Management Associate
INB Wealth
06.2019 - Current
Assistant Branch Manager
US Bank
09.2016 - 06.2019
Financial Consultant
PNC Bank
02.2015 - 09.2016
Teller Supervisor
PNC Bank
05.2013 - 02.2015
Bank Teller
PNC Bank
07.2011 - 05.2013
Bank Teller
United Community Bank
03.2008 - 07.2011
Business Administration And Management
Southern Illinois University Edwardsville
Associate of Science - Business Management
Lincoln Land Community College
High School Diploma -
Auburn High School
Computer Networking
Capital Area Career Center