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.

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.

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.

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.

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.