Matt Serafini
Lemont,IL
Summary
Innovative Relationship Manager and Banker focused on developing strategic opportunities by delivering exemplary service to each client's individual needs. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 15 years of assisting clients with financial planning and banking processes while assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
20
20
years of professional experience
Work History
Senior Personal Banker
First American Bank
11.2023 - Current
- Cross-sold credit cards, loans and other bank products.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Processed applications for new accounts.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Improved client retention rates by maintaining open lines of communication and addressing concerns promptly.
- Generated monthly reports on customer activity and customer feedback.
- Cross-sold bank products and services to meet customer needs and provide options.
Business Relationship Manager
JPMorgan Chase Bank
04.2022 - 11.2023
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Participated in staff meetings to discuss innovative strategies to improve services.
Private Client Banker
JP Morgan Chase Bank
02.2009 - 04.2022
- Cultivated strong customer relationships by providing tailored advice and services
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Proactively identified potential issues within client portfolios, taking timely action to mitigate risks or capitalize on opportunities.
- Implemented strategies to increase customer retention, enabling investment growth.
- Optimized operational procedures by working closely with support staff to ensure accurate record-keeping and efficient client service delivery.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Cultivated strong customer relationships by providing tailored advice and services.
Licensed Insurance Sales Representative
Prudential Securities
01.2007 - 02.2009
- Attended industry conferences to stay informed of latest products and trends.
- Met with customers to provide information about available products and policies.
- Followed up promptly with interested clients to close sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Site Manager
Illinois Brick Company
02.2004 - 10.2006
- Reduced safety incidents by conducting regular site inspections and enforcing strict adherence to safety protocols.
- Implemented cost-saving measures, identifying areas for improvement in material procurement and labor utilization.
- Kept sites compliant with OSHA, state, and local regulations to prevent unnecessary risks.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Defined clear targets and objectives and communicated to other team members.
- Established team priorities, maintained schedules and monitored performance.
- Resolved issues between employees and customers using company policies.
Education
Bachelor of Science - Accounting
University of Evansville
Evansville, INSkills
- Client Relationship Management
- Customer Service
- Reliable and Responsible
- Team Leadership
- Team Cooperation
- Cross-Selling Products
- Sales expertise
- Consumer banking specialist
- Relationship Management
- Banking
- Relationship Building
Timeline
Senior Personal Banker
First American Bank
11.2023 - Current
Business Relationship Manager
JPMorgan Chase Bank
04.2022 - 11.2023
Private Client Banker
JP Morgan Chase Bank
02.2009 - 04.2022
Licensed Insurance Sales Representative
Prudential Securities
01.2007 - 02.2009
Site Manager
Illinois Brick Company
02.2004 - 10.2006
Bachelor of Science - Accounting
University of Evansville