David Morawski Email & Phone Number

Rolling Meadows, Illinois, United States

Rolling Meadows, Illinois

Entrusted to oversee high dollar, labor intensive accounts. Provide excellent customer service with increased attention to detail.Generate weekly excel reports to each client showing status of account. Work directly with client to ensure that invoices are submitted by branch accordingly in order to be paid within payment terms.Work closely with key account managers of internal branches to make sure branch is meeting the billing specifications set forth by the clients. Assist with frequent client service inquiries and relay to appropriate branch contacts to identify and resolve known issues in an expedited manner.

Wood Dale Il

Consistently met goals established by management. Received positive mid-year and annual reviews.Assigned Microsoft Excel portfolio of three to five hundred client accounts to collect funds from. Ensured customers paid invoices within agreed payment terms.Assessed risk with releasing or holding freight in order to limit exposure for company and branch.Contacted clients for overdue invoices. Issued demand letters and liens if customer unresponsive or refused to pay. Responsible to research unapplied funds as well as missing remittances. Acted as liaison between the clients, internal branches, and colleagues. Learned and mastered AS400 & Navisphere systems to perform tasks efficiently.

Chicago Il

Consistently ranked in top 10 performing bankers list in Chicago Loop area.Assisted customers with their financial needs with personalized attention while maintaining strict confidentiality. Complied with all policies, procedures and regulatory banking requirements.Resolved customer service issues.Consulted and trained customers on improving their credit rating. Performed weekly sales calls while maintaining detailed customer account information. Worked directly with management and peers to implement improvements and solutions.Prioritized, managed, and communicated promotional campaigns and product initiatives.Partnered with the branch team and experts, such as mortgage and investment bankers, who assisted with specialized financial needs. Identified opportunities, implemented plans to retain and developed existing customers, and enhanced business relationships through activities and financial consultations.Worked daily with Financial Service Desk platform system to initiate various business and personal accounts.

Northbrook Il

Promoted to Personal Banker within first 12 months of hire.Provided excellent customer service by identifying customer needs. Processed customer transactions. Followed specific and strict banking rules and regulations ensuring compliance and passing annual audit. Educated and engaged clients on the various technological tools available to them to improve their banking experience. Identified client financial needs and referred to appropriate branch team members. Learned and mastered Teller Express system in order to perform tasks quickly and accurately.

Chicago Il

Provided general customer service: membership inquiry, phone calls, receive and collect payments, and register operation. Welcomed and checked in all members and guests. Updated member's account information.Toured facility to prospect members while answering all inquiries. Built relationships with guests and potential members. Sold and generated new memberships to clients while identifying their needs and goals. Referred clients to appropriate team to help them meet their goals.