Daniel Korecki Email & Phone Number

Chicago

Tinley Park, IL

• Manage and expand client relationships by identifying clients’ financial priorities and recommending adequate financial solutions.
• Manage partnerships with cross-functional teams of specialists in home loans, small business, and investment services to help deliver the full scope of financial solutions to clients.
• Prepare and lead team meeting with focus on improving and sustaining optimal performance in sales and customer satisfaction metrics.
• Analyze Weekly Relationship Reports to identify client relationship deepening opportunities.
• Provide coaching to teller associates on effective techniques for referring clients to sales associates

Palos Hills, IL

• Provided clients with trusted financial advice in areas of banking, savings, borrowing, and small business needs.
• Managed client relationships with an objective of aligning clients’ financial goals and priorities with appropriate financial solutions.
• Developed and effectively managed partnerships with cross-functional teams of specialists in home loans, small business, and investment services to help deliver the full scope of financial solutions to clients.
• Developed successful collaboration with dedicated Mortgage Loan Officer resulting in significant growth of quality home loan referrals and more robust loan pipeline for the banking center during the first and the.
• Built an effective partnership with Merchant Services Representative resulting in profitable acquisition of client relationships with unique small business needs.

Master Of Business Administration (Mba), Finance, General

Finance

Bachelor Of Arts (B.A.), Political Science And Government