Summary
Overview
Work History
Education
Skills
Timeline
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Jaimie Kerrigan

Bridgeview,IL

Summary

Accomplished Sr Retail Relationship Banker at BMO Bank N.A., known for enhancing customer satisfaction and boosting bank revenue through expert cross-selling. Excelled in identifying and mitigating risk, underpinned by strong financial product knowledge and exceptional communication skills. Proven track record in improving operational efficiencies and contributing significantly to sales targets. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions.

Overview

22
22
years of professional experience

Work History

Sr Retail Relationship Banker

BMO Bank N.A
2020.10 - Current
  • Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
  • Identified opportunities for cross-selling products, leading to increased revenue for the bank.
  • Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network
  • Maintains current knowledge of bank products
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
  • Protects the bank assets in compliance with all regulatory,legal and ethical requirements.

Retail Relationship Banker

BMO Bank N.A.
2010.07 - 2020.10
  • Identified opportunities for cross-selling products, leading to increased revenue for the bank.
  • Streamlined account opening procedures, resulting in improved efficiency and reduced wait times for customers.
  • Retained existing clients and attracted new ones through personalized financial product recommendations.
  • Implemented process improvements that led to increased operational efficiencies and cost savings for the branch network.

Teller Supervisor

BMO Bank N.A.
2005.04 - 2010.07
  • Managed teller schedules, ensuring adequate staffing levels during peak business hours.
  • Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
  • Counted cash drawers and made bank deposits.
  • Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.

Teller

BMO Bank N.A.
2002.12 - 2005.04
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Education

High School Diploma -

Argo Community High School
Summit, IL

Moraine Valley Community College
Palos Hills, IL

Skills

  • Financial product knowledge
  • Credit analysis
  • Banking Software Proficiency-including Microsoft Excel and Microsoft Word
  • Verbal & Written communication skills
  • Attention to detail
  • Problem solving skills
  • Time management
  • Knowledge of risk & regulatory requirements

Timeline

Sr Retail Relationship Banker

BMO Bank N.A
2020.10 - Current

Retail Relationship Banker

BMO Bank N.A.
2010.07 - 2020.10

Teller Supervisor

BMO Bank N.A.
2005.04 - 2010.07

Teller

BMO Bank N.A.
2002.12 - 2005.04

High School Diploma -

Argo Community High School

Moraine Valley Community College
Jaimie Kerrigan