Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
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Lauren Barnes

Lauren Barnes

Oak Lawn,IL

Summary

Dynamic financial professional with a proven track record at Huntington Bank, excelling in relationship building and sales proficiency. Adept at analyzing performance and providing tailored financial advice, I consistently exceed targets while fostering client satisfaction. My strategic planning and customer relationship management skills drive successful outcomes in competitive banking environments.

Overview

10
10
years of professional experience

Work History

Financial Relationship Banker

Huntington Bank
Oak Lawn, IL
02.2024 - Current

Established strong relationships with clients to understand financial needs and propose suitable banking options.
Performed thorough financial reviews to suggest relevant Huntington products including loans and investments.
Oversaw client portfolio by proactively following up to ensure satisfaction and drive retention efforts.
Facilitated account openings, loan applications, and resolved service issues professionally and efficiently.
Consistently met or exceeded targets for sales performance, referrals, and client satisfaction metrics.
Regarded as a positive team player, I provide excellent service to my customers and colleagues.

Senior Associate Banker

BMO
02.2022 - 05.2023
  • Contribute to the attainment of bank sales goals and related objectives by promoting the bank's products and services
  • High performance in Home Equity, large accounts, creating new business, and generating leads and referrals
  • Developed business relationships with potential customers through sales calls, networking, and outside activity
  • Sold products and services to service customers needs, made recommendations, and referred to appropriate banking partners

Universal Banker

U.S Bank
02.2017 - 07.2021
  • Contribute to the attainment of bank office sales goals and related objectives by promoting the bank's products and services and by generating leads and referrals
  • Developed business relationships with potential customers through sales calls, networking, and community outreach
  • Sold products and services to service customers needs, made recommendations, and referred to appropriate banking partners

Real Estate Agent

Bold, York
03.2015 - 11.2016
  • Some responsibilities were preparing and interpreting legal documents including, listing and lease contracts
  • Providing economic and market advice, ensuring terms and conditions of agreements are met, maintaining and leasing with clients and analyzing market trends to determine competitive market prices, showing and listing properties to and for sellers and buyers

Education

Real Estate Broker -

Net Real Estate School
Palos Hills, IL
12.2021

Certification - 20hour Course

Mortgage Educators Compliance
Chicago, IL
03.2019

Real Estate Agent -

New York Real Estate Institute (NYREI)
Manhattan, NY
03.2014

High School Diploma -

Evergreen Park High School
Evergreen Park, IL

No Degree - Sociology

Moraine Valley Community College
Palos Hills, IL

Skills

  • Consumer banking
  • High net-worth individuals
  • Financial advice
  • Account openings
  • Borrower interviewing
  • Best practices
  • ATM balancing
  • Attaining quotas
  • Educating clients
  • Professional demeanor
  • Self-motivated nature
  • Customer Relationship Management
  • Teller experience
  • Relationship building
  • Reviewing documents
  • Goal planning
  • Account Servicing
  • Giving presentations
  • Loan approvals
  • Sales proficiency
  • Developing customer relationships
  • Cross-selling expertise
  • Meeting sales goals
  • Analyzing performance
  • Money transfers
  • Operations management
  • Strategic planning
  • Refinancing options
  • Investment management
  • Market monitoring
  • Real estate law
  • Sales-savvy
  • Cold calling
  • Home sale negotiation
  • MS Office
  • Analytical and critical thinking
  • Agent and seller communications
  • Financing requirements
  • Promotion and advertising
  • Financial feasibility requirements
  • Complaint resolution
  • Recordkeeping strengths
  • POS systems expert
  • Technical Support
  • Account management
  • Strategic sales knowledge

Affiliations

Before banking I was a singer/ songwriter writing music for television and film living in New York. Was on an singing TV show and got to go on tour to Japan and Macedonia with my original music. As a mother of three I enjoy spending time with my family and in my down time I am a yogi with a great love and curiosity for spirituality and higher realms of consciousness.

References

References available upon request.

Timeline

Financial Relationship Banker

Huntington Bank
02.2024 - Current

Senior Associate Banker

BMO
02.2022 - 05.2023

Universal Banker

U.S Bank
02.2017 - 07.2021

Real Estate Agent

Bold, York
03.2015 - 11.2016

Real Estate Broker -

Net Real Estate School

Certification - 20hour Course

Mortgage Educators Compliance

Real Estate Agent -

New York Real Estate Institute (NYREI)

High School Diploma -

Evergreen Park High School

No Degree - Sociology

Moraine Valley Community College
Lauren Barnes