Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Karen Pegel

Karen Pegel

Colorado Springs

Summary

Proven track record in enhancing client relationships at Chase Bank. Excelled in client acquisition, leveraging customer service support and financial consulting skills. Achieved significant business growth through strategic networking and exceptional service, mentoring teams for collective success. Skilled in cash transaction efficiency and maintaining high customer engagement standards.

Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

20
20
years of professional experience

Work History

Private Client Banker

Chase Bank
04.2008 - 12.2021
  • Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
  • Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
  • Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Optimized operational procedures by working closely with support staff to ensure accurate record-keeping and efficient client service delivery.
  • Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
  • Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
  • Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.

Bank Teller

Associated Bank
02.2002 - 02.2006
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.

Education

No Degree -

Valencia College
Orlando, FL

Skills

  • Client Relationship Management
  • Customer Engagement
  • Long-Term Financial Analysis
  • Customer Service Support
  • Community Engagement
  • Financial Consulting
  • Sales Experience
  • Teller Operations Knowledge
  • Account closings
  • Efficient Cash Transactions

Interests

  • I enjoy helping others and giving back to the community
  • Genealogy
  • Reading
  • Personal Development and Self-Improvement
  • Watching Movies and TV Shows

Timeline

Private Client Banker

Chase Bank
04.2008 - 12.2021

Bank Teller

Associated Bank
02.2002 - 02.2006

No Degree -

Valencia College

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Karen Pegel