Summary
Overview
Work History
Education
Skills
Timeline
Generic

ROBERT GILJEN

Oak Park,IL

Summary

Forward-thinking business banking professional with 15 years of experience who is well-versed in the needs of financial companies. Knowledgeable about banking practices, regulatory standards and available products and services. Good relationship-building, communication and program management abilities. Achievements include improving sales, profit and service metrics through hands-on and proactive leadership of team members and strategic plans. Motivational and hardworking manager with expertise in service processes and marketing campaigns.

Overview

11
11
years of professional experience

Work History

Business Banking Relationship Manager

JPMorgan Chase
05.2022 - Current
  • Met with customers to assess needs and propose customized solutions.
  • Provided leadership and direction to grow team portfolio and increase revenue.
  • Developed and implemented marketing and business plans.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Structured and finalized secured and unsecured loans.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Utilized financial software to prepare consolidated financial statements.
  • Managed diverse portfolio of commercial customers across various industries, demonstrating adaptability and versatility in addressing distinct financial requirements
  • Finished in the top 55% percentile for 2023 based on scorecard metrics

AVP-Financial Center Manager III

Fifth Third Bank
05.2016 - 05.2022
  • Manage day-to-day operations and performance of a banking center, with a book of business that consists of 250 million on deposit and 4,000 consumer/business households
  • Provide oversight to staff of 8 in general management, coaching and development.
  • Training HUB for new hires (Retail staff including management)
  • Implement acquisition strategy to grow consumer and business households
  • Developed and maintained collaborative relationship with branch business partners, ensuring holistic approach to client needs.
  • Responsible for acquisition and growth of small business book and investment book of business
  • Provide mentorship and training to new team members in Region
  • Champion several roles in Region (Small Business Champion, Operations) increase Region efficiency and improve error rate around operations
  • Hold conference calls and Small Business HUBs with peers to drive small business strategies, improve small business knowledge and calling efforts, shared best practices and provided recognition.
  • Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.

Financial Center Operations Manager

Bank of America
09.2015 - 05.2016
  • Accountable for operational integrity of financial center with oversight of functions that service teller line as well as platform, day to day policy and procedure adherence, and improvement of banking center performance.
  • Leadership responsibility for banking center ensuring that banking centers directives are implemented.
  • Manage financial center operations, provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks Identify risks, prioritize areas of focus, educate associates on avoiding risks and create action plans.
  • Ensure that in event of new procedure, product, or operational change, associates are informed and are properly executing change track/manage service and operational performance metrics through monitoring of daily activities and reports. Ensure day-to-day service and sales activities comply with standards for customer and operational excellence and meet regulatory compliance requirements.
  • Ensure associates identify and route clients to banking center partners as appropriate for all sales, service and specialized needs.
  • Provide value added customer experience that leads to improved satisfaction and sales. Handle customer escalations for banking center.
  • Coach associates to be efficient/in compliance with policies/procedures in customer service, operational procedures, transactions accuracy and customer engagement.

Licensed Financial Specialist

PNC Bank
04.2015 - 09.2015
  • Work in partnership with Financial Advisor to grow investment revenue for assigned branch and territory
  • Provide facilitative coaching to bankers and tellers on referral opportunities
  • Train bankers and tellers on cross sell strategies to maximize and increase share of wallet
  • Run weekly quick starts to provide branch staff with investment goals, accomplishments and to coach on new investment product launches
  • Leverage all PNC Lines of Business to ensure customer achieve their financial goals
  • Implement tactical strategies to increase referral business from branch employees and ensure plan is followed accordingly
  • Provide consultative financial needs analysis for clients in regards to investment portfolios based on risk tolerance, time horizon, long term objective

Relationship Banker/Small Business Specialist

JPMorgan Chase
06.2013 - 04.2015
  • Acquire, manage, retain relationships with customers, use consultative tools and financial knowledge to offer thoughtful solutions to help address clients financial needs
  • Consult business customers on available products, setup business accounts, refer to business partners for business loan, merchant services and payroll opportunities
  • Work in co-ordination with branch partners to help grow book of business and tailor financial solutions based on customer needs
  • Manage book of business of 100 clients with liquid assets of 250k
  • Held meetings with bankers and tellers to prepare team for audit questions, policy changes and revenue based production
  • Prepared banker team for audit questions and procedures, reviewed new account and business account documentation for accuracy

Education

Business Administration

Wysza Szkola Zarzadzania I Bankowosci
Krakow
2004

Skills

  • Business Development
  • Team coaching
  • Strategic planning
  • Coordinating team projects
  • Revenue Generation
  • Business development expertise
  • Banking principles
  • Relationship building and management
  • Staff Management

Timeline

Business Banking Relationship Manager

JPMorgan Chase
05.2022 - Current

AVP-Financial Center Manager III

Fifth Third Bank
05.2016 - 05.2022

Financial Center Operations Manager

Bank of America
09.2015 - 05.2016

Licensed Financial Specialist

PNC Bank
04.2015 - 09.2015

Relationship Banker/Small Business Specialist

JPMorgan Chase
06.2013 - 04.2015

Business Administration

Wysza Szkola Zarzadzania I Bankowosci

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