Katherine Scheve
St Louis,MO
Summary
A dedicated Private Banking representative with 19 years experience, catering to high net-wealth clients. Seeking a position to use my critical thinking and organizational skills for increased customer satisfaction.
Overview
17
17
years of professional experience
Work History
VIP Banking Relationship Manager
Great Southern Bank
St Louis, MO
03.2013 - 05.2024
- Delivered exceptional customer service by addressing client inquiries or concerns promptly and efficiently, ensuring issues were resolved to their satisfaction.
- Grew assets under management by proactively identifying potential investment opportunities and presenting them to clients as appropriate based on their objectives.
- Provided expert financial advice, guiding clients towards suitable products and services based on their unique circumstances.
- Streamlined internal processes to improve overall efficiency and achieve service excellence.
- Enhanced customer satisfaction through consistent, timely, and accurate communication.
- Mentored junior team members, sharing best practices to enhance overall team performance and knowledge base.
- Collaborated with cross-functional teams to develop and implement tailored banking solutions for clients.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Project Manager - Retail Banking
The PrivateBank (now CIBC)
Brentwood, MO
08.2012 - 03.2013
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Identified plans and resources required to meet project goals and objectives.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Established effective communication among team members for enhanced collaboration and successful project completion.
Retail Banking Manager, Universal Banker
The PrivateBank (now CIBC)
Brentwood, MO
05.2007 - 08.2012
- 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.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Education
Bachelor of Science - Business Administration
Webster University
St LouisSkills
- Highly Personalized Customer Service
- Portfolio Management
- Consumer Debt Restructuring
- Attention to Detail
- Critical Thinking
- Prioritizing and Planning
- Process Implementation
- Workflow Coordination
Timeline
VIP Banking Relationship Manager
Great Southern Bank
03.2013 - 05.2024
Project Manager - Retail Banking
The PrivateBank (now CIBC)
08.2012 - 03.2013
Retail Banking Manager, Universal Banker
The PrivateBank (now CIBC)
05.2007 - 08.2012
Bachelor of Science - Business Administration
Webster University