Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Timeline
Generic

SARAH SHIHAB

Gurnee

Summary

Results-driven professional with experience in delivering exceptional customer service and financial solutions. Skilled in assessing customer needs and providing tailored advice and solutions. Experienced in developing client relationships and identifying cross-sell opportunities.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Relationship Banker II

JPMorgan Chase
03.2025 - Current
  • Financial Services Trainee (Contingent – Licensing in Progress)
  • Participated in financial advisor training program with focus on securities licensing (SIE, Series 6 & 63)
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.

Relationship Banker

State Bank of the Lakes
10.2022 - 03.2025
  • Educated clients about banking products such as savings accounts, credit cards, mortgages and investments.
  • Built trust with customers by demonstrating knowledge of banking products and services.
  • Conducted regular meetings with customers to review their financial goals and objectives.
  • Ensured compliance with all relevant laws, regulations and policies governing financial institutions.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.

Senior Relationship Banker

BMO Harris
08.2021 - 10.2022
  • Monitored daily activity within assigned branches ensuring operational excellence at all times.
  • Performed detailed analysis of loan applications and credit reports to assess risk factors associated with lending decisions.
  • Analyzed customer portfolios to recommend appropriate solutions for their financial needs.
  • Resolved complex customer inquiries and complaints in a timely manner.
  • Participated in weekly meetings with senior management team to discuss goals, objectives, new initiatives, and other topics related to business development.

Personal Banker Officer

Wintrust Bank
01.2018 - 06.2021
  • Educated customers on online banking options such as mobile banking apps, bill pay, e-statements.
  • Assisted in training new employees on proper procedures related to personal banking operations.
  • Conducted account reviews for existing customers to ensure they are using the best products and services available from the bank.
  • Researched discrepancies related to new accounts and resolved them in a timely manner.

Teller Supervisor

Wintrust Bank
03.2016 - 12.2017
  • Oversaw bank teller performance by reviewing paperwork and documents submitted by employees.
  • Managed team members’ schedules by assigning work shifts based on availability and workloads.
  • Researched fraud cases involving suspicious activities detected by the bank’s security system.
  • Ordered cash supply to regularly keep register fully stocked for bank needs.
  • Took over interactions with customers from bank tellers in instances of large-scale issues.
  • Promoted bank products and services to consistently meet cross-selling goals.

Education

Certification - Clinical Medical Assisting

First Institute
10.2023

Associate in Arts (A.A.) - Liberal Arts

Oakton Community College
Des Plaines, IL
05.2019

Skills

  • Customer Service-Oriented
  • Cash Handling
  • Loan Origination
  • Account Management
  • Financial Analysis
  • Problem Solving
  • Continuous Improvement
  • Multitasking
  • Interpersonal Communication
  • Community relations
  • Time management
  • Teamwork and collaboration

Certification

NMLS 2227116

LANGUAGES

Arabic
Bilingual

Timeline

Relationship Banker II

JPMorgan Chase
03.2025 - Current

Relationship Banker

State Bank of the Lakes
10.2022 - 03.2025

Senior Relationship Banker

BMO Harris
08.2021 - 10.2022

Personal Banker Officer

Wintrust Bank
01.2018 - 06.2021

Teller Supervisor

Wintrust Bank
03.2016 - 12.2017

Associate in Arts (A.A.) - Liberal Arts

Oakton Community College

Certification - Clinical Medical Assisting

First Institute

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SARAH SHIHAB