Krupali Patel
Schaumburg,IL
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
23
23
years of professional experience
Work History
Private Client Banker - SBS
Chase Bank
Lake Zurich, IL
06.2019 - Current
- Primarily focused on promoting Private Client Platform to all eligible clients and work closely with JPM Advisors to customize solutions for client's long term investing goals
- Managing assigned clients, proactively connecting with them in person and over the phone to build lasting relationships, discover needs and tailor products and services recommendations
- Currently performing as top 10 bankers in the market and top 5 bankers as referring clients to partners
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Analyzed client financial data to recommend personalized banking and investment solutions.
- Integrated marketing promotions and programs into conversations to educate and inform customers.
Relationship Banker - SBS
Chase Bank
Palatine, IL
09.2014 - 05.2019
- Managing and deepening relationships with existing clients, from book of business
- Yet, continue to acquire new clients and business through walk ins, phones and referrals
- Proactively followed up with both new and existing clients to discover needs and finding solutions
- Took over the responsibility as a Manager on Duty on as needed basis, in absent of a manager to help other branch employees to handle tough situations
- Closely maintained relationships with branch partners by referring more business
- Worked with FA, Home Lending Advisor, Business Relationship Manager, Paymentech services to find solutions for all clientele
- Provided financial advice to clients based on their needs and goals.
- Educated clients about various banking products available at the institution.
- Maintained and built strong client relationships through quality, personalized interactions.
- Promoted to be a Private Client Banker in June 2019 and worked with wealthy clients of the branch
Personal Banker IS II-SBS
Chase Bank
Aberdeen, NJ
09.2011 - 09.2014
- Assist customers reach their financial goals and help them find tailored solutions for their finances by providing personalized services and uncover opportunities to up sell deposit and lending products
- Exceeded all assigned monthly sales targets
- Consistently ranked among the top associates with more than 100% achievement
- Commended for promoting Chase to be client's primary bank and bringing their relationships from other financial institutions to grow business
- Adhere with Chase's P&P at all times, on opening branch, servicing personal/business accounts and processing teller transactions while providing great customer experience
- Efficiently managing relationships with partners (RB, FA, MB, RM, Paymentech Services) to raise sales production
- Achieved Business banker certification in DEC 2013, MVP award winner in PB sales training and PB IS National ranking # 30 YTD as of May 2014
Teller
Chase Bank
Avenel, NJ
02.2010 - 08.2011
- Identified as a quick learner to proficiently process various banking transactions as per P&P
- Recognized consistently as a top performer in the branch for most referrals
- Promoted to personal banker for maintaining position in list of top 5 tellers of district for referrals
- Achieved 100% positive customer service through customer focus, product knowledge and pleasant communication skills
Teller
Columbia Bank
Edison, NJ
05.2009 - 02.2010
- Efficiently handled all types of teller transactions to support customer needs
- Compiled daily end of the day branch settlement sheet and cash proving
- Provided excellent customer services by attending customer calls, help customers with reissue and re-negotiation of CD's
- Achieved higher customer satisfaction or referrals for new business with active interaction with customer
Personal Banker
Unity Bank
Highland Park, NJ
06.2006 - 08.2006
- Dealt with different types of account operations along with handling other customer service issues
- Processed deposits, safe deposits, traveler's checks and reviewed CTRs
- Provided information about bank programs including MM, CD's, Interest rates, small loans and ATM to both new and current client
Customer Service Representative
Commerce Bank
Cherry Hill, NJ
11.2001 - 10.2004
- Handled heavy client base on a daily basis, dealt with account opening, loans, customer service issues, balanced books
- Processed deposits, certified checks, traveler's checks and cash advances
- Provided customers with information about bank's different products including money market accounts, CD and small loans
Education
BS - Finance
Temple University Fox School of Business and Mgmt.
Philadelphia, PASkills
- Sales Force
- Client acquisition
- Relationship management
- Sales follow-up
- Decision-making
- Time management
- Customer service
- Attention to detail
- Banking
Educationcertifications
- BS, Finance, Temple University Fox School of Business and Mgmt., Philadelphia, PA
- Series 6, 63 & life 2014
- Series 7, 66 & health 2024
Skillslanguages
MS Word, Excel, PowerPoint, Access, Outlook, Sales Force, People Soft, Oracle, Fluent in English, Gujarati, Hindi
Timeline
Private Client Banker - SBS
Chase Bank
06.2019 - Current
Relationship Banker - SBS
Chase Bank
09.2014 - 05.2019
Personal Banker IS II-SBS
Chase Bank
09.2011 - 09.2014
Teller
Chase Bank
02.2010 - 08.2011
Teller
Columbia Bank
05.2009 - 02.2010
Personal Banker
Unity Bank
06.2006 - 08.2006
Customer Service Representative
Commerce Bank
11.2001 - 10.2004
BS - Finance
Temple University Fox School of Business and Mgmt.