Summary
Overview
Work History
Education
Skills
Timeline
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Marina Kriofske

Franklin,WI

Summary

Results-oriented finance professional with 10 years of experience in customer service, sales, and management. Proven expertise in customer relationship management, establishing lasting connections through personalized service and effective communication. Adaptable to new systems and workplace changes, consistently staying ahead of industry trends.

Overview

9
9
years of professional experience

Work History

Treasury Management Sales Advisor

Summit Credit Union
10.2023 - Current
  • Increased sales by establishing rapport with customers and identifying their needs.
  • Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.
  • Served customers with knowledgeable, friendly support at every stage of relationship.
  • Collected, arranged, and input information into database system.

Assistant Branch Manager

Ixonia Bank
01.2022 - Current
  • Worked closely with CEO and Commercial Loans to complete sales and open accounts
  • Fostered strong relationships with key clients
  • Optimized branch operations by leading improvement initiatives
  • Helped in various departments with development and daily tasks

Relationship Banker

Chase Bank
01.2018 - 01.2022
  • Maintained a book of 300 clients and established long-term relationships
  • Uncovered needs of customers with accounts, credit cards, HELOCS, and home loans
  • Obtained SIE, Series 6, 63, and life insurance licenses to work closely to financial advisor in cross selling products

Safekeeping Analyst

BMO Harris Bank
01.2016 - 01.2018
  • Cleared trades executed by traders for BMO Harris Bank
  • Processed principal and interest payments and reconciled differences
  • Performed IP Bond Account services for both BMO’s own investment portfolio

Education

Bachelors - Business Finance

University of Phoenix
01.2015

Business Finance -

University of Milwaukee Wisconsin
01.2013

Skills

  • Management
  • Customer service
  • Organizational Skills
  • Sales
  • Operational Efficiency
  • Recordkeeping and data input

Timeline

Treasury Management Sales Advisor

Summit Credit Union
10.2023 - Current

Assistant Branch Manager

Ixonia Bank
01.2022 - Current

Relationship Banker

Chase Bank
01.2018 - 01.2022

Safekeeping Analyst

BMO Harris Bank
01.2016 - 01.2018

Business Finance -

University of Milwaukee Wisconsin

Bachelors - Business Finance

University of Phoenix

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Marina Kriofske