Chad Potter Email & Phone Number

Waterford, Wi, Us

Cudahy, Wisconsin, United States

• Ensured accurate and comprehensive employee data management within the HRIS. • Compile and analyzed data to generate insightful reports. • Documented, evaluated, and improved HR processes related to the HRIS. • Collaborated with HR team members to identify and fulfill information needs.

Cudahy, Wisconsin, United States

• Created job requisitions and facilitated the hiring process. • Coordinated interview schedules with hiring managers. • Conducted background checks and ethics presentations for new hires.

Milwaukee, Wisconsin, United States

• Provided detailed directions to patients for their appointments. • Assisted patients' family members with badge access during visits. • Ensured patient safety through access management protocols.

Burlington, Wisconsin, United States

• Assisted clients with home purchase and refinance processes. • Ordered appraisals, title services, and other third-party documents. • Maintained comprehensive client files from pre-approval through closing. • Communicated effectively with clients, loan originators, and underwriters. • Proficient in Open-Close software.

Racine, Wisconsin, United States

• Facilitated home purchase and refinance transactions for members. • Managed the procurement of appraisals, titles, and other necessary documents. • Maintained member files from pre-approval through loan closing. • Communicated directly with members, loan originators, and underwriting teams. • Successfully closed 40+ loans per month in 2020. • Proficient in Encompass software.

Mukwonago

• Set and achieved production goals, leading staff to exceed targets. • Increased retail lending by 100%. • Coached and mentored employees to meet and surpass sales goals. • Engaged in community activities to enhance the bank's presence and growth. • Guided bankers in loan underwriting before final approval. • Identified suitable mortgage programs in collaboration with mortgage lenders.

Mukwonago

• Established production goals and motivated staff to achieve them. • Achieved a 100% increase in retail lending. • Oversaw and coached employees to meet sales objectives. • Participated in community activities to promote the bank’s image. • Coached bankers on loan underwriting processes. • Worked with mortgage lenders to identify client-beneficial mortgage programs.

Mukwonago Wi

• Supported senior management in setting and achieving production goals. • Coached employees to meet sales targets and exceed expectations. • Engaged in community activities to foster the bank’s growth and reputation. • Trained bankers on loan underwriting practices.

Mukwonago, Wisconsin

• Consistently exceeded sales objectives• Top 5% performer in company in retail lending and referrals.• Pre-underwrite loans before sending to underwriters for final review.• Maximized the depth of the client relationship by partnering with lending, insurance and wealth management.• Coached teller team on how to deepen client relationships by referring clients to bankers.

Hartland Wi

The Service Manager (Teller Manager) will create a positive image of the Bank by overseeing all functions of the Teller staff to ensure customers are provided with superior customer service that defines a great customer experience. This position has supervisory responsibility for Teller staff and is accountable for managing referrals of prospects to Personal Bankers and other banking groups to deliver clarity (simplicity, guidance, and know-how) to our customers. The Service Manager is the champion and leader of couching on referrals, directives and procedures.

The Universal Banker will ensure the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial needs. Under direct supervision, the Universal Banker will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Universal Banker is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales.

Brookfield

The Contact Center Personal Banker is accountable to provide exceptional sales and service to BMO customers or prospects by handling incoming inquiries to the Customer Contact Centre via all communication channels including online, chat and telephone. This role is accountable to advise customers on personal banking strategies and a full suite of personal banking including servicing of consumer and small business deposits, loans, mortgages, debit cards and Online Banking password resets. Accountable for Online Banking technical assistance, as well as chat and email and High Value servicing providing assistance to Small Business, Premier, and Wealth clients deposits, loans, mortgages, debit cards as well as Visa Signature. These products and services delivered will meet the customer’s banking objectives, and fulfill sales & service activities for the customer in accordance with approved procedures. The Contact Center Personal Banker identifies and makes referrals to other groups both internal and external to the NACCC as a result of effective needs based customer conversations.

Milwaukee

Juggle a variety of tasks including exercising excellent customer service in all customer interactions, managing and resolving customer conflicts, following procedures to minimize errors and reduce fraud, as well as providing information to customers on new products and services. Lead Tellers work under limited supervision, assist with work flow to ensure Tellers are successful, consistently balance their cash daily, have great rapport with people, meet their referral and sales goals, and enjoy helping others all while maintaining ethics, integrity, and embracing diversity

Business Management, 4.0

Courses: Microeconomics Business Math and Applications Employment Success Business Presentation

Education record