Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Patricia Schroble

Milwaukee,WI

Summary

Proven Associate Banker at BMO, adept in sales proficiency and exceptional customer service, enhanced branch revenue through strategic cross-selling and building trust-based client relationships. Excelled in regulatory compliance and risk management, significantly improving client referral rates. Skilled in cash management and leveraging technology to educate clients, fostering loyalty and satisfaction.

Overview

20
20
years of professional experience

Work History

Associate Banker

BMO
08.2011 - Current
  • Boosted branch revenue with diligent cross-selling of various banking products and services.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
  • Improved referral rates from satisfied clients by building strong relationships based on trust transparency.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Established rapport with new clients to increase satisfaction and loyalty.

Sr. Service Representative

Prime Financial Credit Union
01.2005 - 02.2010

Exceeded sales targets through upselling and cross-selling of products and services.

  • Improved client retention rates by delivering outstanding service through timely communication and issue resolution.
  • Responded to customer requests for products, services, and company information.

Education

GED

MATC
Milwaukee, WI

Skills

  • Self-motivated nature
  • Currency exchanges
  • Developing customer relationships
  • Audit procedures
  • Regulatory compliance

Additional Information

My passion for assisting my clients with financial options to make their money work for them. I have won many Perfect 10’s in my customers surveys.

Timeline

Associate Banker

BMO
08.2011 - Current

Sr. Service Representative

Prime Financial Credit Union
01.2005 - 02.2010

GED

MATC
Patricia Schroble