DAVID ZEPEDA
FRANKFORT
Summary
Customer-focused banking professional skilled in conflict resolution and financial analysis. Demonstrated success in managing client relationships, ensuring compliance, and providing tailored banking solutions. Bilingual capabilities support a diverse clientele, fostering growth and enhancing customer satisfaction in the financial sector.
Overview
5
5
years of professional experience
Work History
Client Support Professional
Old Plank Trail Community Bank
Mokena
10.2025 - Current
- Managed client relationships through regular communication and follow-ups.
- Supported Relationship Managers and customers by delivering tailored services and product information.
- Analyzed client financial needs to recommend appropriate banking products.
- Educated clients on banking services and financial management strategies.
- Aided in fraud prevention and dispute resolution, enhancing client security and trust.
- Collaborated with internal partners to create customized solutions addressing specific customer needs.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Ensured compliance with all applicable laws, regulations and policies governing commercial lending activities.
RELATIONSHIP BANKER
Old Plank Trail Community Bank
Frankfort
12.2022 - 10.2025
- Fostered customer relations by identifying financial needs and recommending tailored solutions.
- Coordinated with partners to address and fulfill specialized customer needs effectively.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Processed account maintenance and operations, ensuring timely correspondence for new and existing accounts.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
BANK TELLER
Old Plank Trail Community Bank
Frankfort
08.2021 - 12.2022
- Managed teller operations to ensure accuracy in all transactions.
- Managed daily cash flow, ensuring accurate start and end-of-day balances.
- Processed deposits and withdrawals, maintaining transaction integrity.
- Open and maintain accounts, assist with digital tools.
- Assisted customers with account inquiries, enhancing customer satisfaction.
- Identified and mitigated fraud risks, maintaining security and compliance standards.
- Handled foreign currency exchanges and issued cashier checks.
- Balanced ATM and coin machines to maintain operational efficiency.
Education
DIPLOMA -
Reavis High School
Burbank, IL05-2016
Skills
- Customer Engagement
- Client management
- Sales Strategy
- Conflict Resolution
- Risk Management
- Product knowledge
- Financial analysis
- Bilingual
Languages
Spanish, Highly proficient
Hobbies and Interests
- Spending time with family
- Playing soccer
- Being outdoors
Timeline
Client Support Professional
Old Plank Trail Community Bank
10.2025 - Current
RELATIONSHIP BANKER
Old Plank Trail Community Bank
12.2022 - 10.2025
BANK TELLER
Old Plank Trail Community Bank
08.2021 - 12.2022
DIPLOMA -
Reavis High School