GIDEON SARFO
Relationship Banker
Chicago,IL
Summary
Driven banking professional familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer 7 years of related experience to a challenging position with room for advancement.
Overview
12
12
years of professional experience
5
5
years of post-secondary education
Work History
Retail Relationship Banker & Notary Public
BMO HARRIS BANK
Chicago, IL
04.2018 - Current
- Actively acquire, manage, retain meaningful relationships with our customers & utilize my financial knowledge to offer thoughtful solutions to help address clients’ financial needs
- Passionately help customers by building relationships, delivering extraordinary customer service & making their lives easier by sharing & setting up self-service options to access their accounts 24 hours a day/ 7 days a week
- Effectively manage assigned customers & proactively meet with them in person & via phone to build lasting relationships, discover financial needs & tailor products & services to satisfy their various needs
- Successfully partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Efficiently open new personal, business, non-standard, loan, investment & credit card accounts most beneficial to clients’ business need as well as accurately perform notarial acts for various legal documents
- Meet with clients, explain documentation, forms, and loan documents as they sign in the presence of me as a certified Notary Public
- Schedule signing appointments with clients on all legal and loan documents.
Senior Service Representative
BMO Bank
Darien, IL
12.2016 - 04.2018
- Coordinated daily operational and quarterly audit procedures with branch supervisors
- Supervised and ensured proper teller transactions procedures are adhered to
- Resolved complex transactions and customer problems
- Identified and executed on cross-sell/up-sell opportunities, multi-line options
- Exceeded sales goals
Cash Management Services Teller
Loomis Armored
Burr Ridge, IL
01.2016 - 02.2017
- Managed and maintained inventory of vault cargo items in excess of $20M
- Oversaw secure transferring of large funds
- Conducted deposit verification and/or change order preparation using specialized counting equipment and procedures
- Separated currency, coin, and/or check deposits received
Assistant Treasurer Volunteer
Temple of Victory
Chicago, IL
01.2012 - Current
- Assist head treasurer in collection and deposit of cash ensuring transparency and accountability
- Document bank transactions and maintains bank account activity
- Coordinate with treasurer to plan and evaluate financial operations
- Prepare annual financial report to submit to congregation’s auditors
- Manage all office functions in absence of treasurer and executes all duties pertaining to treasurer’s office
Education
Bachelor of Science - Finance, Economics & Insurance
Illinois State University
Normal, IL 08.2005 - 05.2010
Skills
Financial services
Banking
Investment advice
Fraud understanding
Documentation skills
Critical Thinking
Filing and data archiving
Recordkeeping abilities
Document review
Teamwork and Collaboration
Financial product knowledge
Branch management
Loan application expertise
Banking operations knowledge
File Maintenance
Compliance, banking laws and regulations
Proficiency with [Microsoft Word, Excel, Powerpoint, Salesforce, Share Point, Workday, Blend, NetOxygen, Business Express, TPSS]
Attention to Detail
Active Listening
Self-Motivated
Multitasking Abilities
Data Entry
Identification options
Data analysis
Fraud detection
Interpersonal Communication
Analytical and Critical Thinking
Organization and Time Management
Dispute Resolution
Written Communication
Procedure review
Effective communication
Problem-Solving
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Retail Relationship Banker & Notary Public
BMO HARRIS BANK
04.2018 - Current
Senior Service Representative
BMO Bank
12.2016 - 04.2018
Cash Management Services Teller
Loomis Armored
01.2016 - 02.2017
Assistant Treasurer Volunteer
Temple of Victory
01.2012 - Current
Bachelor of Science - Finance, Economics & Insurance
Illinois State University
08.2005 - 05.2010