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Work Background
CSIRelationship Manager II
Jun. 2022United StatesAs a Relationship Manager at CSI, I strategically maintain and expand customer relationships, serving as the primary liaison between the organization and our valued clients. I am committed to achieving excellence in customer service, ensuring customer satisfaction, contract renewals, and long-term loyalty by effectively representing the full range of CSI’s products and services. Key contributions include: -Establishing and nurturing productive, professional relationships with key customer personnel, ensuring their needs and expectations are met or exceeded.
-Supporting business retention and growth by driving cross-sales, pipeline generation, and proactive consultative selling.
-Evaluating customer usage of CSI’s products and presenting tailored solutions to enhance their operations and achieve strategic goals.
-Acting as a point of escalation for unresolved issues, fostering trust and rapport while ensuring high customer satisfaction and retention. By combining strong business acumen, communication skills, and deep knowledge of the banking and financial services sector, I deliver exceptional results that contribute to organizational success. My goal is to be a trusted advisor, aligning CSI’s capabilities with customer goals to build long-term partnerships.
VILLAGE OF BIG BENDClerk/Treasurer
Jan. 2021 - Apr. 2023Big Bend, Wisconsin, United States- Direct and operate the functions of accounting, elections, payroll, accounts receivable and payable, receipts and deposits, and investment of public funds. - Take and prepare minutes of the Village Board and other meetings as required. - Post meeting agendas as required, including the Village’s website. - Supervise, arrange for additional training/cross training of Deputy Clerk/Treasurer.
Citizens Bank - WIPersonal Banker
May. 2019 - May. 2021- Listened to customer needs and desires, then recommended products and services best suited to their individual circumstances and made referrals for relationship growth.
- Created consultative relationship growth and sales process/financial needs assessment to build a thorough customer profile and identify short- and long-term financial needs.
- Provided a high level of financial and administrative services to customers in-person, through email, text, and chat.
- Performed work involving the collection, compilation and/or tracking of data and used multiple software applications and electronic databases to enter, modify and retrieve sensitive information.
- Oversaw the review and reconciliation of financial reports to maintain efficiency and checks and balances.
Pro-Seal Asphalt Paving & Maintenance Co. Inc. Office Manager
Jan. 2019 - Apr. 2019Waukesha, WI• Oversaw daily operations and staff, monitored and prioritized workflow and schedules.
• Ensured success, retention, and high engagement level of 14 employees including office staff and sales team. • Participated in the hiring process, conducted training, and assessed employee performance.
Citizens Bank - WIBranch Manager at Citizens Bank - WI
Dec. 2013 - Jan. 2019New Berlin, WI • Consultative relationship growth and sales process/financial needs assessment to build a thorough customer profile and identify short- and long-term financial needs
• Explained, promoted, or sold products or services such as personal accounts, business accounts, estates, trusts, guardianships, and tax plans, or made referrals to appropriate department for relationship growth and recorded all necessary information into Customer Relationship Management (CRM) software • Provided a high level of financial and administrative services to customers in-person, through email, text, or chat options
• Assisted and advised customers on using online and mobile banking systems
• Performed work involving the collection, compilation and/or tracking of data and uses multiple software applications and electronic databases to enter, modify and retrieve sensitive information
• Complied with bank operations and security procedures including PATRIOT Act, Customer Identification Program (CIP), Know Your Customer (KYC), Customer Due Diligence (CDD), Account Due Diligence (ADD), Anti-Money Laundering Act (AML), Bank Security Act (BSA), and fraud monitoring • Oversaw the review and reconciliation of financial reports • Received cash and checks for deposit or withdrawal, verifying amounts, and checking the accuracy of deposit/withdrawal tickets
• Collaborated with upper management to develop, implement, and manage administrative and account-orientated plans and goals
• Recruited, hired, and developed a highly motivated team that consistently provided excellent customer service
• Handled in-branch audit responsibilities • Accomplished a team 98% Customer Satisfaction rating over four consecutive years
Citizens Bank - WITeller & Personal Banking Training Specialist
Jan. 2012 - Dec. 2013Mukwonago, WI• Designed, orchestrated, and implemented training programs, materials, and presentations for employees to improve functionality and capability.
• Collaborated with upper management to ensure accessibility of new systems before branch implementation.
• Tracked metrics regarding attendance, satisfaction, and efficacy of trainings. • Recommended and researched software, content, and interactive media to improve training.
Key WestconsinCashier
Jun. 2011 - Mar. 2016Waukesha WIAssist the wait staff with cashiering responsibilities. Cash handling.
Citizens Bank - WIPersonal Banker - Floater
Jul. 2010 - Jan. 2012• Listened to customer needs and desires, then recommended products and services best suited to their individual circumstances and made referrals for relationship growth. • Created consultative relationship growth and sales process/financial needs assessment to build a thorough customer profile and identify short- and long-term financial needs.
• Provided a high level of financial and administrative services to customers in-person, through email, text, and chat.
• Performed work involving the collection, compilation and/or tracking of data and used multiple software applications and electronic databases to enter, modify and retrieve sensitive information.
• Oversaw the review and reconciliation of financial reports to maintain efficiency and checks and balances.
Palmyra State BankTeller/New Account Representative
Sep. 2008 - Jul. 2010Palmyra, WI• Open, close, maintain customer accounts • Built relationships with existing customers and new customers • Received cash and checks for deposit or withdrawal, verifying amounts, and checking the accuracy of deposit/withdrawal tickets
Fort Community Credit UnionTeller
Jul. 2007 - Aug. 2008Whitewater, WI• Received cash and checks for deposit or withdrawal, verifying amounts, and checking the accuracy of deposit/withdrawal tickets
WalmartSales Associate
Nov. 2004 - May. 2008Delafield, WICustomer service representative for the apparel departments, cashier and jewelry representative.
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