Jeanine Sorn
Downers Grove,IL
Summary
Dynamic banking professional with a proven track record at Wintrust Bank, excelling in loans and account management. Recognized for driving sales growth through innovative strategies and exceptional customer service. Adept in MS Excel and committed to attention to detail, ensuring accurate financial statements and seamless transactions.
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
23
23
years of professional experience
Work History
Personal Banker
Wintrust Bank
12.2005 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed deposits, withdrawals and ACH transfers accurately.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Cross-sold bank products and services to meet customer needs and provide options.
- Greeted customers and delivered information about new account processes.
- Verified customer identity and reviewed documentation for accuracy.
- Backed up teller team by handling needs of new and existing customers at main counter.
Mortgage Closer
Wintrust Bank
06.2003 - 12.2005
- Prepared preliminary settlement statements and loan closing instructions for review by title companies and closing agents.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Collaborated with lenders, agents, and legal professionals to resolve transactional and title issues.
- Led and executed innovative sales strategies to close complex deals.
- Consulted with clients to recognize needs and provide tailored solutions.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Compiled closing packages for drafting and presentation accuracy.
- Assisted customers with completing loan applications and other paperwork.
Skills
- Loans
- MS Excel
- Upselling
- Banking
- Fraud prevention
- Professional appearance
- Banking policies and procedures
- Account management
- Financial statements preparation
- Sales expertise
- Accounting and finance
- Sales growth
- Attention to detail
Timeline
Personal Banker
Wintrust Bank
12.2005 - Current
Mortgage Closer
Wintrust Bank
06.2003 - 12.2005