Joseph Borelli
Redmond,WA
Summary
Experienced and enthusiastic with a track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to clients, improving business performance. Experienced in all aspects of operations, strategy and finance.
Overview
8
8
years of professional experience
Work History
Client Relationship Consultant
Banner Bank
04.2024 - Current
- Managed relationships for Mercer Island clients, investigated clients needs to cross sell products and refer to partners.
- Opened new accounts as well as completed maintenance on existing accounts
- Created and managed calling and mailing lists for prospective consumer and business clients
- Educated clients on multitude of different services, including credit cards, home equity lines of credit, checking, savings, CDs, Treasury Management, and Merchant services
- Increased cross sell of branch by 100% within 2 months of start date
- Handled customer complaints and resolved fee inquiries
- Performed follow up emails and calls with clients to ensure client satisfaction
- 2024 Year to date Central Review percentage of less than 3%
- One of the top Investment referral employees in the Metro Washington Division
- Completed Client Conversations I and II to help cross sell products and resolve customer complaints
Banker II
Banner Bank
05.2022 - 10.2024
- Served Issaquah Banner Bank customers with financial transactions, document research, and information research on a daily basis
- Handled large amounts of cash, and up to 1000 monetary instruments per day
- Provided information on new accounts and referred accounts and services to personal banker on site
- Performed account maintenance and account openings as backup personal banker when personal banker was not present
- Maintained an organized desk and document safekeeping
- Completed branch certifications such as Wire transfers, GL audits, debit cards, and compliance signage
City Carrier Assistant
United States Postal Service
03.2021 - 10.2024
- Provided mail delivery and pickup services for customers in the Redmond and north Sammamish areas
- Maintained an organized vehicle with safe driving skills
- Engaged customers with pleasant demeanor and offered to help with mail-related issues.
- Planned and cased mail in sequence of delivery for designated route.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
Assistant Manager
The UPS Store
08.2016 - 10.2024
- Assisted managing a team of 4-5 employees at a UPS Store retail location
- Assisted customers with shipment inquiries, Amazon or other shipment returns, printing, and packaging jobs
- Participated in face to face selling to bring in more business, and helped generate the first platinum year in sales
- Helped perform new employee orientation, as well as training all new staff
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Education
High School -
Eastlake High School
06.2016
Skills
- Compliance Knowledge
- Organizational Skills
- Problem Resolution
- Team Collaboration
- Sales Ability
- Customer Service
- Financial Acumen
- Technology Proficiency
- Communication Skills
- Microsoft Office
Timeline
Client Relationship Consultant
Banner Bank
04.2024 - Current
Banker II
Banner Bank
05.2022 - 10.2024
City Carrier Assistant
United States Postal Service
03.2021 - 10.2024
Assistant Manager
The UPS Store
08.2016 - 10.2024
High School -
Eastlake High School
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