Genevieve Patla
Bank of America
LOCKPORT,IL
29
years of professional experience
Highly knowledgeable, creative, and result-oriented driven with extensive background in establishing and maintaining positive employee and client relationships, planning and delivering effective strategies on risk mitigation and protecting our clients' assets.
Work History
Relationship Banker
7 Months- Educated customers on banking products and services to enhance financial literacy.
- Assisted clients with account inquiries and transaction processing.
- Handled routine transactions efficiently, ensuring accuracy in cash handling.
- Collaborated with team members to streamline customer service operations.
- Resolved client issues promptly, improving overall customer satisfaction ratings.
- Maintained up-to-date knowledge of bank policies and regulatory compliance standards.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
CSR II
11 Years 5 Months- Process transactions correctly in an efficient and a timely manner.
- Recommend convenient ways to bank such as atm, online or online banking.
- Refer client to a banker based upon the best offer suggested by Interact.
- Balance teller drawer and maintain limits to be operationally compliant.
Sales Service Specialist
1 Year 6 Months- Assisted Clients with service and sales requests in both Teller and Banker departments.
- Provided customer issue resolution, research, and inquiries.
- Cross-sell checking, savings, business accounts, business loans, consumer loans, mortgage loans, mobile banking, safe deposit boxes, and Merrill Lynch investment products.
- Profile every customer's relationship to sell our bank's services.
- Assisted customers in the selection of various accounts and financial services.
- Balanced and maintain teller drawer within the limits required by BCCR requirements.
- Nominated for a Bronze award by manager, Mark Henry for embracing my new role and being able to multitask both roles in assisting our banking center.
- Maintained 100% balancing accuracy for my teller drawer.
- Receiving exceeds standards from my PMMR for the first quarter for assessing customer/client needs and deepening customer/client relationships.
Relationship Banker
14 Years 9 Months- Open, maintain, and close all account types.
- Provide customer issue resolution, research, and inquiries.
- Licensed in health and life insurance to sell fixed annuities.
- Managed cross-selling of checking and savings accounts to enhance customer engagement. Oversaw the promotion of business and consumer loans to meet client needs. Led initiatives to improve online banking services and client access to safe deposit boxes and investment products.
- Profile every customer's relationship to sell our bank's services.
- Assisted customers in the selection of various accounts and financial services.
- Received "Exceeds Standards" on annual reviews.
- Achieved 150% or above of individual goals.
- Awarded 2002 and 2003 Chairmen's Club honors for obtaining over $2 million dollars in annuity sales.
Education
Bachelor of Arts - Mathematics
Skills
30+ years experience
Relationship building and management
Verbal and written communication
Sales expertiseeee
Customer Service-oriented
Transaction processing
Risk management
Attention to detail
Financial Planning
Accomplishments
Recipient of the Chairmen's Club award for
2002 and 2003 for selling over $2 million
dollars in sales per year.
Timeline
Relationship Banker
Bank of America
02.2026 - CurrentRead More
CSR II
Bank of America
08.2014 - 01.2026Read More
Sales Service Specialist
Bank of America
01.2013 - 07.2014Read More
Relationship Banker
Bank of America, Formerly LaSalle Bank NA
03.1998 - 12.2012Read More
Loyola University of Chicago
Bachelor of Arts from Mathematics
Read More