Kenneth Putz
Madison
Summary
Dynamic Retail Relationship Banker with expertise in relationship building and financial product sales. Proven ability to enhance customer loyalty through exceptional service and attention to detail.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO Harris Bank
Madison, WI
10.2015 - 01.2026
- Cultivated strong client relationships to enhance customer loyalty and satisfaction.
- Analyzed financial needs to recommend suitable banking products and services.
- Streamlined account opening processes to improve efficiency and reduce wait times.
- Mentored junior staff on best practices for customer service and product knowledge.
Office Manager
Budget Blinds of Madison
Madison, WI
08.2009 - 10.2015
- Managed daily office operations, ensuring smooth administrative processes and effective communication.
- Coordinated scheduling for staff and client meetings, optimizing time management and resource allocation.
- Oversaw inventory management, maintaining optimal stock levels of office supplies and materials.
- Implemented new filing system, improving document retrieval efficiency and organization across departments.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Education
Bachelor of Arts - Economics
UW-Madison
Madison12-1994
Skills
- Branch operations
- Cash handling expertise
- Credit analysis
- Banking software proficiency
- Financial product sales
- Cross-selling
- Customer Service-oriented
- Relationship building and management
- Loans
- Honest and dependable
- Attention to detail
Certification
I am currently registered with the NMLS, #1431166. I am also a Wisconsin Notary Public. My current Notary ID# is 138565.
Timeline
Retail Relationship Banker
BMO Harris Bank
10.2015 - 01.2026
Office Manager
Budget Blinds of Madison
08.2009 - 10.2015
Bachelor of Arts - Economics
UW-Madison