Gina Ulaszek
Geneva,Illinois
Summary
At Chase Bank, I excelled as a Private Client Banker, leveraging my expertise in estate planning and relationship management to significantly enhance client satisfaction. Through strategic networking and a focus on personalized service, I successfully grew our high-net-worth portfolio, demonstrating exceptional communication skills and a commitment to professionalism.
Overview
2013
2013
years of professional experience
1
1
Certification
Work History
Private Client Banker
Chase Bank
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
- Facilitated successful estate planning discussions, addressing sensitive topics with tact and professionalism.
- Optimized operational procedures by working closely with support staff to ensure accurate record-keeping and efficient client service delivery.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Business Banker
American Chartered Bank
03.2004 - 04.2012
- Fostered a positive work environment by actively participating in team meetings and sharing ideas for process improvements.
- Maintained comprehensive knowledge of banking products and services, ensuring accurate and informed recommendations for clients.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Facilitated communication between clients and bank personnel, resolving issues quickly while maintaining client trust.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Delivered exceptional customer service by responding promptly to inquiries and providing accurate information about products and services offered by the bank.
Education
Bachelor - Marketing
DePaul University
Chicago, ILSkills
- Customer Service-oriented
- Relationship building and management
- Resourcefulness
- Teamwork and collaboration
- Problem-solving
- Customer service
- Honest and dependable
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Relationship building
- Know your customer
- Professionalism
- Client engagement
Certification
- Series 66 License - North American Securities Administrators Association and FINRA.
Timeline
Business Banker
American Chartered Bank
03.2004 - 04.2012
- Series 66 License - North American Securities Administrators Association and FINRA.
Private Client Banker
Chase Bank
Bachelor - Marketing
DePaul University
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