Customer Service Chase Bank

Malcolm Q. Smith

***** ***** ******* *** **** ***, Worth, IL 60482

Cell: 708-***-**** *******.*.*****.*@*****.***

EDUCATION

Governors State University August 2016- May 2018

University Park, IL 60484

Major: BA, Mathematics

Moraine Valley Community College August 2012- May 2014 Palos Hills, IL 60465

Major: General Education

EXPERIENCE

First Midwest Bank- A Division of Old National - Joliet, IL September 2021- Present Commercial Onboarding Specialist- Treasury Management Solutions

-Demonstrate an exceptional mastery of professional skills in assistance with commercial banking services, opening commercial accounts and implementing treasury services for small businesses and large corporations

-Maintain high statistical accuracy to ensure the treasury operations achieve the client’s short and long-term goals (ACH, Remote Deposit Capture, Wires, Sweeps, Lockbox)

-Operate software such as Sharepoint, PayPlus, STAR, IBS Insight Wolters Kluwer- C T Corporation – Chicago, IL July 2019- June 2021 Customer Service Specialist- Registered Agent Representative

-Provide a frontline exceptional customer experience providing registered agent services via phone and e-mail to customers such as law firms and corporations

-Manage customer accounts, case files, financial transactions and invoicing

-Provide assistance with forming/registering companies on county, state, and international levels while performing account research for various issues as needed

-Operate software such as Salesforce, E1, and ARROW

-Proactively develop knowledge around customer goals while driving corporate profitability with additional C T offerings like self-filing services, authentications for international use, business licensing, publication, and international services

-Develop close working relationships with small teams and external vendors

-Log and redirect serving documents for law firms

US Bank – Alsip, IL July 2018- June 2019

Universal Banker

-The forefront of delivering an exceptional customer experience

-Document customer needs in Book of Business

-Opened new accounts (IRA) and finding new opportunities, generating $90k in credit cards and Lines of Credit (LOC)

-Analyze existing customers’ auto loans and mortgages for refinances based on conclusion which saves the customers several thousands of dollars

-Administer services to save customers $90k in auto loans for new vehicles

-Teller Team Lead, leads on the aid and needs of coworkers and tellers

-Proves interpersonal, analytical, organizational, customer service and communications skills

-Operate software such as Fusion, Wizard, Elavon, Western Union, and Customer Experience Interface

(CEI)

-Branch ATM Custodian, in charge of managing cash flow as well as weekly balancing JP Morgan Chase Bank - Calumet City, IL December 2015- May 2018 Personal Banker

-Opened new accounts and found new opportunities generating $110k in credit cards and LOC

-Proven interpersonal, analytical, organizational, customer service and communications skills

-Branch ATM Custodian, in charge of managing cash flow as well as weekly balancing

-Operate software such as Teller Express

Bank Teller

-Teller Team Lead, leads on the aid and needs of coworkers and tellers

-Procure account services to new and existing customers

-Handle cash withdrawals, deposits and check cashing services

-Balance cash drawer, currency, coins and check at end of shift

-Calculate daily transactions and night deposits

-Accommodate custodial service for branch ATMs

-Answer customer inquiries pertaining to company products and services SKILLS

-Data Analysis

-Research and Information Ordering

-Deductive, Inductive, and Mathematical Reasoning

-Invoicing and Billing

-Active Learning and Complex Problem Solving

-Proficient in Salesforce, Microsoft Word, PowerPoint, and Excel; 10-key data entry

-Exceptional in Mathematics, Bookkeeping, Typing, Money Handling VOLUNTEER/ INTERNSHIP

Back to Basics Tutoring Services - Calumet Park, IL August 2013- May 2018 Math & Science Tutor

-Empowered elementary and junior high students through math, science, and reading comprehension tutoring

-Provided homework assistance for 1st-8th grade students

-Encouraged in proper study habit training

-Maintained one on one tutoring as needed

Brothers Reaching Out - B.R.O. - Chicago, IL July 2011-July 2012 Youth Counselor

-Granted assistance for youth training program in the areas of team building and group support, cross cultural communication, leadership, and academic excellence

-Indulged in controversial group discussions around race and gender and other social topics amongst peers.

-Mentored incoming high school males on how to become well-rounded college students REFERENCES

Available Upon Request

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