Heyton Morris
Chicago,US
Summary
Experienced relationship banker with solid background in banking and finance. Effective at building positive relationships with clients, providing excellent customer service, strong communication and committed to making customers understand financial needs, goals and options. AACSB accredited university graduate double majoring in finance and marketing with hands on experience at a credit union, bank, office, and local community centers and events.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
Old National Bank
Evergreen Park, IL
05.2023 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Analyzed customers' financial information to deliver personalized account guidance.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
Financial Analyst
HLM3, INC
Chicago, IL
11.2018 - Current
- Provided necessary industry and market research in order to target new businesses
- Evaluate and track financial costs on an annual basis
- Assisted department heads and senior analysts with clerical tasks
- Kept the database up to date by double-checking information and adding new data as needed.
Intern (Customer Service Representative)
Northwest Community Credit Union
08.2019 - 08.2021
- Handled customer transactions, such as deposits, withdrawals, money orders, and checks
- Assisted customers with opening or closing accounts, filling out loan applications, and enrolling in new services
- Certified Modern Online Banking Representative
- Supervised a team of 3 staff members.
Intern (Front Desk Receptionist)
49th Ward Aldermanic Services Office
09.2018 - 02.2019
- Entered data into the system, including payments, account information, and call logs
- Worked as a clerical and administrative assistant
- Counted cash in the register drawer to keep the register balanced at the start and end of each shift.
- Handled scheduling and walk in clients
- In charge of daily office task
Education
Bachelors - Finance and Marketing
Saint Xavier University
Chicago, IL05.2023
Skills
- Data Collection & Research
- SPSS/STATA/SAS software
- Project Management
- Customer service
- Data entry
- Customer relationship management
- Financial Management
- Administrative support
- Customer Service-Oriented
- Cash Handling
- Money Handling
- Teller Support
Certification
- Certified and licensed NMLS
- Certified Modern Online Banking Representative
- Certified in Banking Today and Fighting Fraud
Accomplishments
- Lowered company costs by 25% through accurate financial modeling, budgeting, and process improvement
- Analzyzed products and services to Increase companies profits by over $10,000 from previous year.
Timeline
Relationship Banker
Old National Bank
05.2023 - Current
Intern (Customer Service Representative)
Northwest Community Credit Union
08.2019 - 08.2021
Financial Analyst
HLM3, INC
11.2018 - Current
Intern (Front Desk Receptionist)
49th Ward Aldermanic Services Office
09.2018 - 02.2019
Bachelors - Finance and Marketing
Saint Xavier University