Daniel Klein
Algonquin,IL
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
9
9
years of professional experience
Work History
Banker
Fifth Third Bank
Bartlett, IL
10.2024 - Current
- Develop financial plans for customers based on their individual needs.
- Advise customers on various banking products and services such as loans, investments, and credit cards.
- Analyze customer's financial information to determine the best banking products for them.
- Process loan applications and prepared relevant documents for approval.
- Perform daily reconciliation of bank accounts to ensure accuracy of records.
- Investigate fraudulent activities by analyzing account transactions and identifying suspicious patterns.
- Perform notarial acts of acknowledgement, jurats, and certification of copies.
Product Specialist/ Finance & Insurance Manager
Biggers Mazda
Elgin, IL
10.2023 - 10.2024
- Assisted customers in selecting a vehicle by providing information on features, options and services.
- Built relationships with customers to ensure repeat business opportunities.
- Maintained knowledge of current sales and promotions, policies regarding payment terms, warranties and exchanges.
- Developed an extensive understanding of the automotive industry through research activities and attending manufacturer training seminars.
- Processed paperwork associated with each sale including completing necessary forms for vehicle registration.
- Educated clients on financing options available from banks or credit unions based on their individual needs.
- Engaged customer base to drive retention across departments.
- Reviewed purchases and sales contracts for compliance with dealer and legal standards.
- Finalized documentation for contracts, purchase receipts, vehicle registrations and dealer files.
- Provided guidance and advice on the best financing options available for customers.
- Processed applications for new vehicle loans efficiently and accurately.
- Developed relationships with third-party vendors who provided additional products or services related to automotive finance.
- Analyzed customer credit histories in order to determine eligibility for loans.
- Educated Clients on the benefits of aftermarket warranty coverage options.
Assistant General Manager
Honeybaked Co.
Crystal Lake, IL
06.2020 - 09.2023
- Developed and implemented operational strategies to improve efficiency, reduce costs and maximize customer satisfaction.
- Managed all aspects of daily business operations including inventory control, customer service and sales.
- Monitored financial performance and identified areas for improvement in cost savings and revenue generation.
- Maintained relationships with vendors to obtain supplies and materials.
- Ensured compliance with local health department regulations regarding food safety standards.
- Analyzed existing processes for effectiveness and developed new systems as needed to enhance overall productivity levels.
- Developed marketing strategies designed to increase brand awareness within target markets.
- Performed routine audits of internal controls in order to maintain accuracy of financial records.
- Managed inventory levels and conducted corrective action planning to minimize long-term costs.
Manager
Honeybaked Co.
Crystal Lake, IL
06.2018 - 06.2020
- Adhered to company food, safety, quality and sanitation policies.
- Responded to customer concerns efficiently, accurately and with detailed information.
- Priced and ordered food products, kitchen equipment and food service supplies.
- Managed inventory and rotated food products in storage to avoid spoilage and waste.
- Coordinated maintenance and repair of food service equipment.
- Supervised portion control and quantities of preparation to minimize waste.
- Delegated work to staff, setting priorities and goals.
- Oversaw food preparation, production and presentation according to quality standards.
- Determined marketing strategies by reviewing operating and financial statements and departmental sales records.
- Accomplished financial objectives by forecasting requirements, scheduling expenditures and preparing annual budgets.
- Developed and implemented appropriate plans to resolve unfavorable trends and enhance sales.
Customer Service Associate
Honeybaked Co.
Crystal Lake, IL
06.2016 - 06.2018
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Education
State of Illinois Commissioned Notary -
National Notary Association
Certified Food Protection Manager -
Always Foodsafe
OnlineSome College (No Degree) -
Western Michigan University
Kalamazoo, MISkills
- Team Building and Leadership
- Inventory Management/ Control
- Mentoring and Training
- Task delegation
- Key-holder operation for store opening and closing
- POS Systems
- Human Resources Oversight
- Staff Development
- Employee Motivation
- Sales Tracking
- Budget Control
- Experience in Fast paced service environment
- Market Analysis
- Product Documentation
- Customer Engagement
- Product marketing
- Vendor Relations
- Money Handling
- Internal Auditing
- Account Reconciliation
- Client Retention Strategies
- Upselling and Cross Selling
- Sales and Marketing
Timeline
Banker
Fifth Third Bank
10.2024 - Current
Product Specialist/ Finance & Insurance Manager
Biggers Mazda
10.2023 - 10.2024
Assistant General Manager
Honeybaked Co.
06.2020 - 09.2023
Manager
Honeybaked Co.
06.2018 - 06.2020
Customer Service Associate
Honeybaked Co.
06.2016 - 06.2018
Certified Food Protection Manager -
Always Foodsafe
Some College (No Degree) -
Western Michigan University
State of Illinois Commissioned Notary -
National Notary Association
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