Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Crystel Hudak

Astoria,OR

Summary

Accomplished Client Engagement Banker at Umpqua Bank, adept in currency management and excelling in relationship building. Proven track record of enhancing client satisfaction through expert financial advice and innovative banking solutions. Increased referral generation, showcasing strong follow-up skills and commitment to client success.

Overview

3
3
years of professional experience

Work History

Client Engagement Banker

Umpqua Bank
Astoria, OR
07.2022 - Current

As a personal banker, I practice the following:

  • I build and maintain relationships with clients.
  • I identify their needs and offer products and services that I feel are necessary to meet their specific needs.
  • I provide financial advice as needed, based on each individual's situation.
  • I open and manage accounts, safe deposit box contracts, and more.
  • I help clients remotely with online banking, bill pay, and more.
  • I address customers' concerns and do everything I can to give them peace of mind. I keep up with knowledge and training on a regular basis.

Education

High School Diploma -

Elliott High School
Modesto
06-2005

Skills

  • Currency management including foreign exchange
  • Relationship building
  • Account opening, closings and updates
  • Account transactions
  • Prospect calling
  • Assessing fraud
  • Opening and closing procedures
  • Follow-up skills
  • Night and safe deposit procedures
  • Mobile banking support
  • Generating referrals
  • Loan origination

Affiliations

  • Involvement with the chamber of commerce events for business after hours
  • Learning foreign language
  • Family time
  • Hobbies

Timeline

Client Engagement Banker

Umpqua Bank
07.2022 - Current

High School Diploma -

Elliott High School

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Crystel Hudak