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Francisco Tellez5533 W. Drummond Pl, Chicago, IL [email protected]
PROFESSIONAL EXPERIENCE
TCF BANK - Chicago, IL AUGUST 2015 – AUGUST 2016RELATIONSHIP BANKER:
Opening DDA, SAV, CD, Money Markets, Personal and business credit cards, and obtaining mortgage leads Cross-sold bank products and services to increase sales and revenues Greeted and interfaced with customers to facilitate daily banking transactions; provided exceptional
customer service by providing exceptional banking services and addressing account and service concerns.
US BANK- Chicago, ILPERSONAL BANKER AUGUST 2016 – Present
Assist customers during loan and account application process, and close consumer and real estate and mortgage loans in accordance with internal and federal policies and procedures
Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents.
Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
Provide personal financial counseling, assist with lending services, and build relationships with existing and new customers to sustain high satisfaction ratings and retention.
EDUCATION
CONCORDIA UNIVERSITY – Chicago, IL SEPTEMBER 2013 – PRESENT BACHELORS OF BUSINESS MANAGEMENT, MINOR IN SOCIOLOGY, MINOR IN ENTREPRENEUR
Rewards/Achievements
Fantastic 15: Award given to the top 15 performing individuals in the region for TCF Bank.
