Bio
Experience
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Fifth Third Bank
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Greater Chicago Area
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Sr. Commercial Banking Associate
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Apr 2017 - Present
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Greater Chicago Area
Commercial Healthcare
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Independent Contractor
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Jul 2012 - Jul 2013
Assisting in developing a client relationship format system thru Saleforce and exploring the capabilities of Capital IQ.
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Senior Client Service Professional/Assistant Vice President
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Jan 2005 - May 2009
Proactively built relationships portfolio with commercial banking customers including companies with revenue ranging from $1M to $100M. Provided outstanding service, enhancing customer loyalty and increasing customer referrals. Promoted to this position due to strong client service and sales skills as well as banking expertise.Through consistent in-person visits and phone contact with customers, successfully identified client financial needs and made product recommendations to solve them, resulting in revenue growth of 10%. Product recommendations included Investments, Information Reporting, ACH, Positive Pay Inter Deposit Direct, Wire Transfers etc. Analyzed customer statements to determine whether clients could benefit from enrollment in additional bank products; successfully initiated and closed sales to customers based on review results. Proactively met with clients to propose and close deals. Recognized by management to be a “problem solved.”Worked closely with customers that were transitioning to the public markets, requiring a high degree of discretion and confidentiality.Consistently received positive feedback from customers informally as well as through formal commercial banking customer service surveys.Managed profitability margins to offset customer fees. Saved long term customers 7% in revenue.
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Client Service Professional
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Jan 1979 - Jan 2005
Provided customer services to high volume middle market accounts
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Credit Services Assistant
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Jan 1977 - 1979
Provided support for credit analysts.Prepared financial spreadsheets and loan committee documents.Provided support to Bank Receptionist when necessary. Provided support to commercial bankers when needed.
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Education
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1972 - 1974Mary Holmes Junior College
Associate's Degree, Business/Computer Science -
West Point High
Suggested Services
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Industry Focus. “Banking and Financial Services”
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