Summary
Overview
Work History
Education
Skills
Volunteering
Timeline
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Gabriela Martini

Gabriela Martini

Kenosha,WI

Summary

Dedicated Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture.

Overview

11
11
years of professional experience

Work History

Senior Relationship Banker III

Johnson Financial Group
10.2023 - Current
  • Primary goal was to acquire, retain and deepen customer relationships by taking lead role in creating outstanding customer experience.
  • Maintained portfolio of new and existing clients to discover their financial needs and to advise the best product and recommendations.
  • Reached out to clients and proactively meet with face to face and over the phone on daily basis.
  • Worked closely with all team members including mortgage banker and financial advisor.
  • Cross sell consumer and business deposit products that assist in retaining and expanding relationships with new and existing clients.
  • Provided professional quality service to help with customer issues to ensure resolutions.
  • Maintained thorough knowledge of all bank products and services including bank policies and government regulations.
  • Met or exceeded branch and personal goals as determined by Branch Manager.
  • Created weekly schedules and lane assignments to accommodate branch needs.
  • Juggled everyday tasks with volunteering for Companywide committees.
  • Created in-branch associate experience activities. Examples include Summer Fun planning, Associate appreciations, Seasonal Charity Drives, Global Diversity Awareness and Holiday Celebrations.
  • Involved in Company-wide Employee Resource Groups

Relationship Banker II

Johnson Financial Group
09.2021 - 10.2023

Please see description for Relationship Banker I & Senior Relationship Banker III

Relationship Banker I

Johnson Financial Group
07.2019 - 09.2021
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Utilized CRM tool to generate leads.
  • Balanced teller drawers and ATM cash.

Universal Banker

BMO Harris Bank
05.2016 - 09.2017
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

Shoe Department Lead

Boston Store
12.2015 - 05.2016
  • Trained new associates on cash register operations including opening, conducting customer transactions and balancing drawer.
  • Monitored customers for signs of security concerns and escalated issues to management.
  • Opened and closed store independently when needed and prepared nightly bank drop for manager.
  • Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
  • Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
  • Managed promotional in-store signage and displays and re-stocked merchandise from returns or dressing rooms.
  • Answered questions about store policies and concerns to support positive customer experiences.

Assistant Manager

Pacific Sunwear
03.2015 - 12.2015

*Please see description for Assistant Manager - Wet Seal

Assistant Store Manager

Wet Seal Clothing Store
09.2013 - 01.2015
  • Increased efficiency and team productivity by promoting adherence to operational best practices and company policies.
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Performed mandatory audits to enforce compliance in merchandising, inventory and customer service.
  • Supervised payroll corrections for accuracy and duplications.
  • Recruited, interviewed and hired individuals which would add value to team while bringing wealth of experience.
  • Approved regular payroll submissions for 15-20 employees.
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Monitored security and handled incidents calmly.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Assisted team members with delivering friendly, knowledgeable service by applying proactive monitoring and corrective action strategies.

Education

No Degree - Nursing/Art Therapy

Mount Mary University
Milwaukee, WI

High School Diploma -

Mary D Bradford High School
Kenosha, WI

Skills

    • Consumer banking
    • Documentation skills
    • Developing customer relationships
    • Schedule Management
    • Organization & Time Management
      • Dependable & Responsible
      • Team building
      • Associate Experience
      • CRM

Volunteering

Active supporter and volunteer of Kenosha Unified School District and Girl Scouts of Southeastern Wisconsin.

Timeline

Senior Relationship Banker III

Johnson Financial Group
10.2023 - Current

Relationship Banker II

Johnson Financial Group
09.2021 - 10.2023

Relationship Banker I

Johnson Financial Group
07.2019 - 09.2021

Universal Banker

BMO Harris Bank
05.2016 - 09.2017

Shoe Department Lead

Boston Store
12.2015 - 05.2016

Assistant Manager

Pacific Sunwear
03.2015 - 12.2015

Assistant Store Manager

Wet Seal Clothing Store
09.2013 - 01.2015

No Degree - Nursing/Art Therapy

Mount Mary University

High School Diploma -

Mary D Bradford High School
Gabriela Martini