Rachael Chopp
Universal Banker at The First National Bank of Gilbert- Claim this Profile
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Bio
Experience
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The First National Bank of Gilbert
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United States
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Banking
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1 - 100 Employee
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Universal Banker
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May 2022 - Present
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NorthRidge Community Credit Union
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United States
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Banking
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1 - 100 Employee
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Financial Service Officer
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Jul 2019 - Present
Hoyt Lakes, Minnesota
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First National Bank of Buhl
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United States
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Banking
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1 - 100 Employee
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Personal Banker Mortgage Originator
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Sep 2018 - Jul 2019
Mountain Iron MN Create relationships with borrowers, community members and co-workers. Listen and ask questions to fully understand the needs of customers. Originate loans including mortgages, asses and analyze customer financial health and credit worthiness, work with supervisors to ensure fair lending practices, problem solving, work with others and use multiple resources to enhance customer experience, use computer applications, including Microsoft Office, manage time appropriately to complete tasks in a… Show more Create relationships with borrowers, community members and co-workers. Listen and ask questions to fully understand the needs of customers. Originate loans including mortgages, asses and analyze customer financial health and credit worthiness, work with supervisors to ensure fair lending practices, problem solving, work with others and use multiple resources to enhance customer experience, use computer applications, including Microsoft Office, manage time appropriately to complete tasks in a timely fashion, share knowledge on services and products with team and customers, maintain the highest level of security. Develop my knowledge by asking questions and using partners and resources to ensure full understanding. Stay up to date with follow-up calls, regulations and products. Maintain and organize loan files, perfect liens and insurance. UCC filing. Notary. Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Personal Banker LO SAFE NMLS 1618570
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Mar 2017 - Aug 2018
Hoyt Lakes, Minnesota Create and Strengthen Relationships with customers, team members and partners. Listen and ask questions to fully understand the needs of customers. Open financial products, financial planning for future, make outbound lead calls, take incoming calls, problem solving, work with others and use multiple resources to enhance customer experience, use computer applications, including Microsoft Office, manage time appropriately to complete tasks in a timely fashion, share knowledge on services and… Show more Create and Strengthen Relationships with customers, team members and partners. Listen and ask questions to fully understand the needs of customers. Open financial products, financial planning for future, make outbound lead calls, take incoming calls, problem solving, work with others and use multiple resources to enhance customer experience, use computer applications, including Microsoft Office, manage time appropriately to complete tasks in a timely fashion, share knowledge on services and products with team and customers, maintain the highest level of security. Travel to other branches as needed for staffing purposes. Develop my knowledge by asking questions and using partners and resources to ensure full understanding. Participating in Business Banking and Digital technology weekly calls. Maintain and process transactions with cash drawer in teller window. Stay up to date with follow-up calls, regulations and products.
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Customer Service and Sales Representative LO
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Sep 2016 - Mar 2017
Hoyt Lakes, MN Communicate with customers to understand their needs and offer products to meet those needs. Build trust and deepen relationships. Use multiple computer applications. Maintain cash drawer. Process transactions. Travel to other branches when needed. Utilizing partners. Participating in business calls to develop deeper understanding.
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Bank Teller
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Nov 2015 - Sep 2016
Virginia, MN Maintain professionalism. Work with a group to understand needs of customer, get customer in front of the right person, problem solve, maintain a cash line, process large transactions, communicate with others. Maintain highest level of security while performing tasks.
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