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
undefinedWork 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
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