Glen Kato
Oak Lawn,IL
Summary
Dedicated personal banker with a proven track record in client retention and account processing. Expert in cross-selling techniques and issue resolution, consistently enhancing customer satisfaction. Adept at managing accounts and fostering strong relationships, driving performance and success in fast-paced environments.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Customer Relationship Consultant II
US Bank
Chicago, IL
08.2023 - Current
- Guided customers on bank products, resulting in increased satisfaction and loyalty.
- Built strong customer relationships through effective communication and problem resolution.
- Coordinated services and support for clients, improving account management and client experience.
- Processed teller transactions and loan applications, ensuring efficient opening and maintenance of business and personal bank accounts.
Commercial Insurance Specialist
Cusack Insurance Agency
Oak Lawn, IL
09.2009 - 05.2021
- Oversaw business insurance accounts, ensuring compliance and coverage adequacy.
- Collaborated with contractors to facilitate submission of insurance proof to vendors, streamlining certificate management.
- Assisted clients with personal insurance lines by providing necessary information and support.
Online Help Desk
Moraine Valley Community College
Palos Hills, IL
05.2004 - 09.2009
- Provided online college students and faculty with phone support, training videos, in-person seminars, and print materials to enhance learning experiences.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our mission.
- Completed day-to-day duties accurately and efficiently.
Seasonal Tax Association
H&R Block, Inc
Chicago, IL
01.2022 - 05.2022
- Processed and submitted personal tax returns for tax season 2021, ensuring compliance with regulations and timely filings.
- Performed essential daily responsibilities to maintain smooth workflow.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Seasonal Tax Accountant
Individual Tax Service, Inc.
Oak Lawn, IL
01.2023 - 05.2023
- Processed and submitted personal tax returns for clients during 2022 tax season, achieving compliance and accuracy.
- Prepared and filed individual tax returns for diverse client portfolios.
- Reviewed tax documents, ensuring accuracy and compliance with regulations to support clients' needs.
- Assisted clients in developing tax planning strategies, enhancing financial outcomes through informed decision-making.
Education
Bachelor of Arts (BA) - Journalism
Columbia College Chicago
Chicago, ILSkills
- Call management
- Customer relationship management
- Client retention
- Customer onboarding
- Cross-selling techniques
- Performance tracking
- Issue resolution
Certification
- Licensed Notary Public
- Insurance
Work Preference
Job Search Status
Networking onlySalary Range
$45000/yr - $200000/yrTimeline
Customer Relationship Consultant II
US Bank
08.2023 - Current
Seasonal Tax Accountant
Individual Tax Service, Inc.
01.2023 - 05.2023
Seasonal Tax Association
H&R Block, Inc
01.2022 - 05.2022
Commercial Insurance Specialist
Cusack Insurance Agency
09.2009 - 05.2021
Online Help Desk
Moraine Valley Community College
05.2004 - 09.2009
Bachelor of Arts (BA) - Journalism
Columbia College Chicago