Emily Schwanke
Metamora
Summary
Seasoned Senior Relationship Banker with substantial experience in driving customer satisfaction and building long-term relationships. Strengths include strategic planning, financial advisory, and risk management. Successfully improved client retention rates and maximized profitability in previous positions through personalized service and deep understanding of banking products. Capable of leveraging negotiation skills to achieve win-win outcomes for clients and organization.
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
7
7
years of professional experience
2019
2019
years of post-secondary education
Work History
Senior Relationship Banker
Heartland Bank And Trust
Washington
09.2020 - Current
- Cultivated strong relationships with clients to understand their financial needs.
- Guided clients through banking products and services for optimal financial solutions.
- Managed account openings, closings, and maintenance efficiently and accurately.
- Conducted regular follow-ups with clients to ensure satisfaction and engagement.
- Trained new staff on banking procedures and compliance regulations effectively.
- Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
Key Holder Supervisor
Lane Bryant
Peoria
06.2019 - 08.2020
- Supervised daily operations and maintained sales floor standards.
- Assisted in training new staff on customer service protocols.
- Managed cash register and processed customer transactions efficiently.
- Monitored inventory levels and organized stockroom for efficiency.
- Tracked sales data to ensure accurate inventory levels.
Cashier Team Lead
Jim’s IGA
Lacon
04.2018 - 08.2020
- Supervised cashier team to ensure efficient customer service and accurate transactions.
- Trained new cashiers on register operation and customer interaction techniques.
- Managed cash handling procedures to maintain accuracy and security in daily transactions.
Education
Midland High School
Varna, ILSkills
- Client relationship management
- Financial product knowledge
- Account handling
- Compliance training
- Team leadership
- Effective communication
- Time management
- Cross-selling techniques
- Wealth management
- Cash flow management
- Manage customer accounts
- Securing bank vaults
Accomplishments
- 15 WOWs
- Several ABOVE AND BEYOND badges
- Personal Sales/Account Goals
References
References available upon request.
Timeline
Senior Relationship Banker
Heartland Bank And Trust
09.2020 - Current
Key Holder Supervisor
Lane Bryant
06.2019 - 08.2020
Cashier Team Lead
Jim’s IGA
04.2018 - 08.2020
Midland High School