RICHARD GEORGE
Aurora,IL
Summary
CAREER SUMMARY: Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO NA
03.2024 - Current
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Increased daily sales by 100% by upselling banking products and financial services to customers.
- Continually boosted branch production and revenue by 120% by consistently meeting all monthly and quarterly sales goals.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Cultivated strong customer relationships by providing tailored advice and services.
Senior Banker
United Trust Bank
Palos Heights, IL
09.2021 - 03.2022
- Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue.
- Increased revenue by 100% within four Month, resulting in 1.5 million new monies to the bank.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
Lead Customer Representative
Fifth Third Bank
Naperville, IL
07.2014 - 09.2021
- Delivered excellent customer service, resulting in consistent 100% customer satisfaction rating.
- Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
- Maintained high-quality standards by regularly monitoring calls and providing constructive feedback to team members.
- Ensured all customer complaints were addressed promptly, resulting in a significant reduction in escalations.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Banker/Switcher
PNC Bank
Naperville, IL
09.2013 - 07.2014
- Achieved 120% of sales goal on monthly basis.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Customer Service Manager
Fifth Third Bank
Naperville, IL
10.2004 - 07.2012
- Generated consistent sales activities to reach over 120% of branch sales goal.
- Assumed ownership over team productivity and managed workflow to meet or exceed quality service goals.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Increased regulatory compliance by accurately completing tasks and adhering to safety regulations.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.
- Boosted customer retention rates through exceptional problem-solving skills and relationship-building efforts.
Education
Master of Business Administration - Financial Management
DePaul University, Kellstadt Graduate School of Business
06.2019
Bachelors - Supply Chain Management
Elmhurst University
05.2013
Associate - General Studies : General Studies
College of DuPage
06.1996
Skills
- Customer Retention Strategies
- Customer Account Management
- De-escalation Techniques
- Cross-selling abilities
- Relationship building and management
- Resourcefulness
- Loan Origination
- Teamwork and Collaboration
- Honest and Dependable
- Loans
- Salesforce
Accomplishments
- Teller Manager of five staff
- Achieved 100% of audit goal through effectively helping with documentation review and managing process.
- Awarded Lead Customer Representative in 2019
- Completed Banking Compliance training
- Achieved 100% of Branch Audits
Certification
- Banking for Small Business Training - May 09, 2021
- Business Analysis Foundations- May 10, 2021
- Business Analysis: Business Benefits Realization- May 25, 2021
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Languages
English
Full Professional
Software
SalesForce
Microsoft Words
Microsoft Excel
Timeline
Retail Relationship Banker
BMO NA
03.2024 - Current
Senior Banker
United Trust Bank
09.2021 - 03.2022
Lead Customer Representative
Fifth Third Bank
07.2014 - 09.2021
Banker/Switcher
PNC Bank
09.2013 - 07.2014
Customer Service Manager
Fifth Third Bank
10.2004 - 07.2012
Master of Business Administration - Financial Management
DePaul University, Kellstadt Graduate School of Business
Bachelors - Supply Chain Management
Elmhurst University
Associate - General Studies : General Studies
College of DuPage
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