Natalie Yousif
Skokie,IL
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
7
7
years of professional experience
Work History
Associate Banker
Chase
10.2022 - Current
- Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Streamlined banking operations by implementing efficient processes and utilizing advanced technology tools.
- Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
- Assists clients and the branch team by helping with new account openings when needed
- Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Licensing Coordinator
Guarantee Trust Life Insurance Company
03.2022 - 10.2022
- Review all on-boarding agent packets upon receipt
- Screen all agent paperwork for accuracy and requirements
- Follow-up to obtain requirements with either Agency Rep or GA
- Execute General Agent Agreements and Produce Commission Schedules
- Filing/Scanning of new documents according to company practice
- Run and manage agent reports for distribution
- Complete all data entry of agent records on the GTL administrative system (LifePro)
- Process Agent State Appointments and Terminations according to each state's regulations
- Phone coverage for the Licensing Department
- Send notification E-mails to agents/agencies when necessary
- Assign Agent Codes
- Additional tasks as assigned
Receptionist
Guaranteed Trust Life Insurance Company
01.2021 - 03.2022
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients
- Assisted in the planning of office events and meetings, ensuring smooth execution and positive outcomes
- Demonstrated proficiency in telephone and front desk reception within a high call volume environment
- Transferred calls appropriately as well as take messages and answer general questions
- Manage projects for other departments throughout the company
- Data entry in excel, creating word documents, entering data, maintaining policies on internal systems, processing claims, etc.
Customer Service & Cashier
Audi Morton Grove
01.2020 - 04.2020
- Received payment by cash, check, and credit cards
- Maintained and ran the credit card machine, cash report, and balanced register, etc
- Maintained and handled all invoices for parts, and service departments, as well as file them
- Managed cash register operations accurately, reducing the risk of shortages or overages in daily reconciliations.
- Answered telephones and provided information to callers, take messages or transfer calls to appropriate individuals
- Operated office equipment such as copiers, phone systems, and used computers for spreadsheet, word processing, database management, and other applications
- Scheduled and confirmed service appointments for customers
- Performed any other administrative tasks as directed by management.
Customer Service Representative
ABT Electronics
02.2017 - 04.2019
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Education
EKG Program -
Oakton Community College
05.2017
Niles North High School
08.2015
Skills
- Team collaboration
- Adaptability
- Loan processing
- Time management
Languages
Assyrian
Timeline
Associate Banker
Chase
10.2022 - Current
Licensing Coordinator
Guarantee Trust Life Insurance Company
03.2022 - 10.2022
Receptionist
Guaranteed Trust Life Insurance Company
01.2021 - 03.2022
Customer Service & Cashier
Audi Morton Grove
01.2020 - 04.2020
Customer Service Representative
ABT Electronics
02.2017 - 04.2019
EKG Program -
Oakton Community College
Niles North High School
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