Melissa Pfister
Pataskala,OH
Summary
Dynamic banking professional with extensive experience at Chase, excelling in account management and loan processing. Proven track record of enhancing customer loyalty and achieving sales goals. Adept at providing financial advice while ensuring regulatory compliance. Recognized as a National Achiever, demonstrating commitment to exceptional customer service and operational efficiency.
Overview
11
11
years of professional experience
Work History
Sr Business Solutions Banker
Chase
Columbus, OH
02.2024 - Current
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
- Collaborated with various departments to enhance operational efficiency.
- Liaised with various departments to address customer inquiries.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Ensured compliance with all regulatory requirements during the process of account opening and management.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Facilitated the loan application process, from documentation collection to approval communication.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Business Solutions Banker
Chase
Columbus, OH
10.2021 - 02.2024
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- National Achiever 2023
Relationship Banker
Chase
Columbus, OH
12.2018 - 10.2021
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Relationship Banker
Huntington National Bank
Columbus, OH
07.2014 - 12.2018
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- National Achiever 2017
Education
Associate of Arts -
Columbus State Community College
Columbus, OH03-2012
Skills
- Account management
- Loan processing
- Regulatory compliance
- Financial advice
- Sales strategies
- Customer service
Timeline
Sr Business Solutions Banker
Chase
02.2024 - Current
Business Solutions Banker
Chase
10.2021 - 02.2024
Relationship Banker
Chase
12.2018 - 10.2021
Relationship Banker
Huntington National Bank
07.2014 - 12.2018
Associate of Arts -
Columbus State Community College
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