Faith Berger
Shaker Heights,OH
Summary
Dynamic professional with extensive hands-on experience in High Net Worth Client Service, adept at navigating complex challenges. Strong problem-solving abilities and a proactive approach to new tasks ensure efficiency and effectiveness in all endeavors. Recognized for adaptability, creativity, and a results-oriented mindset that drives success. Committed to delivering meaningful contributions that align with and advance organizational goals.
Overview
15
15
years of professional experience
Work History
Private Banking Specialist
Huntington National Bank
07.2015 - 11.2025
- Provided high-level support to affluent clients by managing accounts, processing financial transactions, and assisting with customized banking solutions. Collaborated with relationship managers to ensure exceptional client service, resolve inquiries, and support wealth management strategies.
- Manage and service a portfolio of 100-150 high-net-worth clients, ensuring seamless account operations and superior customer satisfaction.
- Process and maintain 100+ financial documents, in support of Relationship Managers and Portfolio Managers in servicing high-net-worth clients.
- Resolved 25+ complex account issues daily by researching, analyzing, and implementing effective solutions, improving operational efficiency.
- Assist Relationship Managers in onboarding 20-25 new clients monthly, ensuring a personal relationship is established from the start of the client’s experience
- Build and maintain strong relationships with clients and internal teams, contributing to improvement in service response times.
- Detailed product and personalized service information to clients
- Ensure compliance with bank policies and risk management procedures.
Personal Banker
Huntington National Bank
01.2013 - 06.2015
- Built relationships with clients by providing tailored financial solutions, established new bank accounts and loans. Assisted customers with transactions, offered financial guidance, met individual and branch performance goals.
- Processed an average of 50+ daily transactions, ensuring accuracy and efficiency in customer banking needs.
- Assisted 10-15 clients monthly in securing personal loans and lines of credit, increasing loan origination volume
- Opened and maintained 30+ new accounts per month, contributing to branch sales growth.
- Cross-sold banking products, checking accounts, credit cards
- Educated clients on digital banking tools
Licensed Insurance Agent
Allstate Insurance Company
09.2010 - 09.2012
- Explained insurance products, including auto, home, and life policies, to assist clients to make informed coverage decisions. Generated accounts, managed policy renewals, and ensured compliance with industry regulations while meeting sales goals.
- Generated 20-25 new policies per month, contributing to an increase in agency revenue.
- Maintained a 100+ client relationship by providing exceptional customer service and personalized policy recommendations.
- Resolved 10+ claims-related inquiries per week, improved client satisfaction and trust in the agency.
Education
General Studies -
Kent State Stark University
Canton, Ohio01.1998
Skills
- Effective communicator in verbal and written formats
- Fluent in Windows platforms, Outlook and Gmail
- Problem solving by utilizing all available resources
- Can work efficiently by myself and with teammate
- Goal oriented
- High-net-worth client servicing
- Financial transaction processing
- Account resolution strategies
- Compliance and risk management
- Loan origination assistance
- Digital banking education
- Financial documentation accuracy
- Customer service excellence
- Onboarding new clients
- Custom banking solutions
- Relationship building techniques
- Transaction accuracy assurance
- Banking product sales
- Bank services
- Transactions
- Customer relationship management
- Account updates
- Transaction monitoring
- Account monitoring
- Client onboarding
- Honest and dependable
- Attention to detail
- Team cooperation
- Decision-making
- Customer service
- Relationship building and management
- Exceptional customer service
- Customer Service-oriented
- Compliance, banking laws, and regulations
- Relationship building
- Identity verification
- Team leadership
- New account setup
- Fraud detection
- Product and service sales
- Staff assistance
- Discrepancy resolution
- Balance verification and reconciliation
- Account retention
- Pleasant and personable
- Account services
- Signature verification
- Reliable and responsible
- Regulatory compliance
- Complex information interpretation
Timeline
Private Banking Specialist
Huntington National Bank
07.2015 - 11.2025
Personal Banker
Huntington National Bank
01.2013 - 06.2015
Licensed Insurance Agent
Allstate Insurance Company
09.2010 - 09.2012
General Studies -
Kent State Stark University