KRISTINE LABATE
Cleveland,OH
Summary
Knowledgeable Solutions Specialist with 6+ years of experience in Corporate & Commercial Banking, supporting high-revenue client development and cross-functional coordination. Proven ability to manage complex accounts, resolve discrepancies, document activity, and partner with sales, credit, and operation teams to improve cash flow. Focused team player with strong upselling and effective 5 star customer engagement skills.
Overview
8
8
years of professional experience
Work History
Accountant
Enterprise Mobility
Strongsville, USA
12.2023 - 09.2024
- Processed accounts receivable and accounts payable transactions, ensuring timely collection follow-ups
- Reviewed vendor invoices and resolved payment discrepancies to maintain accurate financial records
- Supported month-end closing activities to prepare financial statements. and internal reporting
- Addressed customer and vendor inquiries regarding account status and payments for rental properties
Senior Client Solution Specialist
PNC Financial Services Group
Cleveland, USA
06.2018 - 12.2023
- Supported corporate and commercial client portfolios, including accounts with $50MM+ annual revenue
- Served as primary liaison between Relationship Managers, clients, billing, credit, and external vendors
- Managed account reconciliation, payment coordination, and processing of ACH and wire transfers to ensure timely transactions
- Performed sales forecasting and account analysis across multiple portfolios
- Identified and resolved account discrepancies through collaboration with internal partners
- Supported 8 Regional Managers in client servicing, loan fulfillment, and maintaining data integrity
- Kept accurate documentation and logged activity in CRM and financial systems
- Created process documentation and job aids that streamlined operations across multiple markets
- Trained new hires and supported teams across Chicago, Texas, and Dallas regions
Financial Consultant
PNC Bank
01.2017 - 01.2021
- Exceeded quarterly and annual sales goals across deposit products, lending, and referrals
- Provided tailored financial services to consumer and small business clients, addressing specific needs and goals
- Established and maintained strong client relationships through proactive communication and follow-up, enhancing client satisfaction
- Earned 2019 Circle of Excellence Award and Market All-Star recognition
Education
BBA - Finance
Cleveland State University – Monte Ahuja College of Business
Cleveland, OH12-2022
Associate of Business Arts -
Cuyahoga Community College
Skills
- Accounts Receivable
- Account Reconciliation
- B2B Client Management
- Forecasting & Reporting
- CRM Systems (EDGE)
- Oracle
- Workday
- Pinnacle
- Excel
- Process Improvement
- Client management
- Financial reporting
- Data integrity
- Customer relationship management
Timeline
Accountant
Enterprise Mobility
12.2023 - 09.2024
Senior Client Solution Specialist
PNC Financial Services Group
06.2018 - 12.2023
Financial Consultant
PNC Bank
01.2017 - 01.2021
BBA - Finance
Cleveland State University – Monte Ahuja College of Business
Associate of Business Arts -
Cuyahoga Community College