Jaymil Patel
Streamwood
Summary
Dynamic professional with extensive experience in investment banking at Northern Trust, excelling in account management and client relations. Proven ability to process high-value transactions with precision and maintain compliance. Bilingual communicator with strong leadership skills, adept at fostering relationships and driving sales through effective marketing strategies.
Overview
9
9
years of professional experience
Work History
Investment Banking Division, CS Banking Ops
Northern Trust
10.2025 - Current
- Manage and service high-value investment banking and institutional client accounts, including accounts with balances exceeding $500 million.
- Supported complex banking operations for high-profile corporate and trust clients, including accounts for organizations such as Ford Motor Company, ensuring seamless service delivery.
- Process and verify domestic and international wire transfers exceeding $100 million while ensuring accuracy, compliance, and security protocols are met.
- Work extensively with trusts and estates, ensuring proper documentation, compliance, and operational support for fiduciary accounts.
- Utilized multiple banking and operational software platforms to research issues, process transactions, and manage workflows, enhancing operational efficiency.
- Create, track, and resolve operational and client service cases while collaborating across departments to ensure timely resolution.
- Perform account security verification and risk mitigation procedures to protect sensitive client financial information and assets.
Life & Health Insurance, Retirement Specialist, Sales (Hybrid)
CNO Financial Group Bankers Life
Schaumburg
04.2023 - 01.2025
- Identified clients through diverse marketing strategies, establishing long-lasting relationships.
- Engaged one on one with clients daily, fostering strong relationships.
- Provided personalized assistance to customers with insurance needs in a supportive environment.
- I collaborated with my coworkers daily to assist each other with certain clients.
Customer Service Representative, Sales with Customer Relations
BMO Harris
Schaumburg
09.2019 - 05.2022
- Served as bank teller, fostering trust with clients and strengthening relationships.
- Studied various sales techniques to enhance customer engagement. and various strategies to drive sales for the company.
- Assisted customers with account inquiries and transaction requests.
- Resolved customer complaints through effective communication and problem-solving skills.
- Processed transactions accurately using BMO Harris banking systems.
Sales, Customer Service Specialist
Dicks Sporting Goods
Schaumburg
04.2017 - 01.2019
- Processed customer transactions as cashier while supporting sales in sports equipment department.
- Guided customers in product selection and usage, enhancing their purchasing experience.
- Assisted customers with product selection and inquiries in a retail environment.
- Managed inventory levels and restocked shelves to ensure product availability.
- Processed customer transactions accurately using point-of-sale systems.
Education
High School diploma -
Schaumburg High School
Schaumburg, IL01-2015
Skills
- Financial Analysis
- Investment Strategy
- Transaction Processing
- Data Analysis
- Microsoft office
- Client Advisory
- Account management
- Attention to detail
- Critical thinking
- Leadership
- Interpersonal communication
- Customer relationships
Languages
English, Gujarati, Spanish
Timeline
Investment Banking Division, CS Banking Ops
Northern Trust
10.2025 - Current
Life & Health Insurance, Retirement Specialist, Sales (Hybrid)
CNO Financial Group Bankers Life
04.2023 - 01.2025
Customer Service Representative, Sales with Customer Relations
BMO Harris
09.2019 - 05.2022
Sales, Customer Service Specialist
Dicks Sporting Goods
04.2017 - 01.2019
High School diploma -
Schaumburg High School