Darell Forrest
Chicago
Summary
Motivated and detail-oriented professional pursuing a degree in Business Entrepreneurship, with proven experience in client service, compliance, and administrative support. Seeking a full-time opportunity in banking or finance to enhance operational efficiency, client satisfaction, and contribute to organizational success while continuing to grow professionally.
Overview
6
6
years of professional experience
Work History
Financial Services Assistant
Community First Credit Union
Chicago
07.2023 - Current
- Supported daily branch operations, including cash handling, account maintenance, and loan application processing.
- Educated members on savings accounts, checking products, and online banking tools to enhance financial literacy and service usage.
- Processed account openings, wire transfers, and payment disputes with 100% compliance to internal policies and federal regulations.
- Collaborated with the branch manager to track daily transactions and assist with monthly reconciliation reports.
Client Services Representative - Banking Division
Midwest Financial Group
Chicago
06.2019 - 07.2023
- Served as the primary point of contact for client inquiries related to personal loans, investment accounts, and account management.
- Collected and reviewed financial documents to verify identity and eligibility for financial products, reducing processing delays by 15%.
- Entered and updated customer data using CRM software and internal banking platforms with high attention to detail.
- Promoted customer retention through personalized service and timely follow-ups on account concerns.
Education
Bachelor of Science - Business Entrepreneurship
Southern New Hampshire University
05.2025
High School Diploma -
A.S.A. High School
Chicago, IL06.2018
Skills
- Microsoft Excel proficiency
- Licensed Notary Public
- Strong analytical and problem-solving skills
- Excellent communication and customer service
- Computer literacy and accurate documentation skills
References
Available upon request
Additional Highlights
- Highly dependable; maintained a 4.0 GPA while working full-time.
- Self-motivated and team-oriented with a passion for growth and service.
Leadership And Volunteer Experience
Becoming A Man (B.A.M.), Volunteer, Chicago, IL, 01/13, Present, Active in mentorship, life skills training, and community outreach., Volunteered at homeless shelters and food pantries, demonstrating strong community commitment and interpersonal skills.
Timeline
Financial Services Assistant
Community First Credit Union
07.2023 - Current
Client Services Representative - Banking Division
Midwest Financial Group
06.2019 - 07.2023
Bachelor of Science - Business Entrepreneurship
Southern New Hampshire University
High School Diploma -
A.S.A. High School