Carol Gerardi Email & Phone Number

Des Plaines, Il

Building on the success at Glenview Bank & Trust, I'm proud to be launching another new location of Wintrust Community Bank. My focus and that of my team remains on business development, deep involvement in the community and providing consultative financial solutions to Des Plaines businesses and residents.

Glenview, Il

Part of a specialized team tasked with launching a new bank under the Wintrust umbrella. Responsibilities include client development, community involvement and providing top quality financial solutions to Glenview businesses and residents. Asked to open and manage a new location in Des Plaines, July 2016.

Helping Clients Maintain Their IndependenceWe provide : Senior care, Recuperative Care, Continuing Care, and New and Working Parents Assistance in a unique and compassionate custom tailored plan.

Des Plaines, Il

Started at Fifth Third as a part-time Customer Service Representative (teller) and within 6 months was promoted to full-time Lead Customer Service Representative. After one year of successful operations and client satisfaction, promoted to Personal Banker. Became Licensed Personal Banker December of 2013, Series 6 and 63; Life, Health and Variable Annuity Insurance.

- Part of a team of account executives tasked with penetrating specific major account prospects- Developed relationships with Vice President to C-level executives to identify needs and applications- Designed and presented tailored solutions to close sale

- Marketed and sold newly introduced full color copier- Targeted and penetrated vertical markets and quickly placed 100 allotted units- Developed relationships with accounts to grow and expand their color business against a superior Canon product- Prospected for new opportunities to allow for shifts of low producing units to higher potential situations- Worked with clients to identify best pricing structure and maintain their A/R- Consistently a top producer in country

- Hired, trained and managed new sales reps for my team- Maintained personal quota within my own territory- Consistently hit both individual and team sales quotas

- Received extensive training on selling, forecasting and closing business- Developed skills necessary to identify where a prospect was in the sales cycle and how to close an order- Used these skills to achieve quota within a given territory

Ba, Economics

Activities and Societies: Combined working, AP tests, and a strong focus on academics to graduate in three years with a major in Economics.

Education record