Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
29
29
years of professional experience
Work History
Universal Banker
Byline Bank
04.2024 - Current
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Marketing Assistant
Central Credit Union Of Illinois
11.1996 - 04.2024
Proofread marketing ahead of printing to eliminate errors and stay within financial compliance rules
Work closely with business development teams to create and maintain marketing materials for enrollment presentations and events.
Write engaging and successful direct marketing, newsletters, and website copy.
Working knowledge or Adobe InDesign, Acrobat, Office and Google Docs.
Survey and report products, services, rates and fees of other financial institutions.
Attend enrollment events at affiliated organizations.
Conduct staff contests and promotions to boost sales and promotions.
Generate regular incentive reporting reports.
Assist writing and proofreading representative manuals.
Maintain direct mail lists and other mailing lists.
Setting and maintaining lobby marketing materials.
Working closely with vendors.
Shipping software knowledge and various other office duties.
Customer Service Associate
Michaels Arts And Crafts
08.2009 - 12.2020
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Offered advice and assistance to customers, paying attention to special needs or wants.
Provided product and service recommendations to guide customers on products to meet varying needs.
Patient Access Concierge - Financial Clearance Center at LOYOLA MEDICAL CENTER, MAYWOOD, ILPatient Access Concierge - Financial Clearance Center at LOYOLA MEDICAL CENTER, MAYWOOD, IL