Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rachael Gilliam

Bellbrook,Ohio

Summary

Driven Consumer Banker IV with over six years of success at excelling in fast-paced, competitive banking environments. Impeccable sales and customer service abilities paired with in-depth knowledge of bank products and services. Demonstrated success in training and cross training new hire associates. Proficient in customer service, consultative sales, providing training support, and operations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Consumer Banker IV

First Financial Bank
04.2023 - Current
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.
  • Streamlined account opening processes, reducing wait times for new customers.
  • Managed high-value client relationships, maintaining trust and exceeding expectations with exceptional service levels.
  • Identified opportunities for sales growth, successfully promoting banking products to prospective customers.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Personal Banker II

Fifth Third Bank
09.2019 - 09.2022
  • Maintained profitable relationships with book of business clients totaling over 800 consumers
  • Provided financial analyses, uncovered clients needs, solutions, and appropriate banking products
  • Led consultative training meetings with employees to strengthen skill sets of new personal bankers to include; evaluating banking needs, identifying sales opportunities, product knowledge, and financial solutions for various customer scenarios
  • Lead the Ohio Valley region in both One Bank referrals with mortgage and investments partners
  • As well as credit card and loan applications
  • Ran morning meetings several times a month discussing operations and customer experience
  • Managed missing document reports for clerical errors, audited vault contents, and processed supply orders for the office.

Associate Banker

Chase Bank
04.2018 - 07.2019
  • Fostered client connections by greeting them by name, following up on previous interactions both personal and account related
  • Helping customers learn how to complete their banking needs whenever with self-service options
  • Exhibiting strong customer service skills while presenting consumer-bank focused products and services
  • Proactively collaborating with others team members to help customers
  • Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements.

Education

Graduation -

Chaminade Julienne Catholic High School
Dayton, Ohio
05.2016

Skills

  • Customer service
  • Communication skills
  • Emotional intelligence
  • Financial services
  • Documentation review
  • Leadership
  • Time management
  • Cross selling
  • Team building

Certification

  • CNP - Certified Notary Public

Timeline

Consumer Banker IV

First Financial Bank
04.2023 - Current

Personal Banker II

Fifth Third Bank
09.2019 - 09.2022

Associate Banker

Chase Bank
04.2018 - 07.2019

Graduation -

Chaminade Julienne Catholic High School

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Rachael Gilliam