Joe Fahey Email & Phone Number

• Accomplished in selling banking solutions to drive sales and revenue generation goals. Provided personal financial counseling, assisted with lending services, and built relationships with existing customers to sustain high satisfaction ratings and retention.• Helped people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.• Main point of contact for a select group of Chase’s affluent clients as well as other customers in the branch. Managed client's complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.• Worked in conjunction with Fraud Dept and Anti-Money Laundering to assist in investigating potential fraud and suspected money- laundering. Worked with law enforcement when necessary regarding cases of fraud, money laundering, and suspicious activity. Completed documentation of investigative activity in the designated case management system, the collection and compilation of relevant evidence to support the case, and the filing of well-constructed, complete, and accurate Suspicious Activity Reports (SARs) on applicable cases.• Understand all types of financial transactions and related rules and statues

Bexley, Ohio, United States

• Responsible for performing branch operations and financial servicing of clients, developing comprehensive, client-focused relationships communicating and executing the Bank’s vision of exceeding clients’ expectations and satisfying their financial needs by building long- term relationships using a client-centered, value-added approach• Worked with existing FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.• Maintained very strong business relationships with partners focusing on deepening client relationships and cross-selling the bank's products and services• NCINO/First Force proficient

Columbus, Ohio

• Responsible for performing branch operations and financial servicing of clients with duties including but not limited to: processing of account transactions, assisting clients with various accounts and financial services, cross-selling the bank's products and services, opening, closing and servicing all FDIC account types.• Verifiable success in new client acquisition and revenue generation shown by consistent top 10 rank in district for sales performance, top 5 for 4 separate quarters, exceeding business goals• Verifiable success in cultivating and maintaining customer relationships with top customer service scores in Key Driver and frequent recipient of documented client compliments.• Team oriented collaborator with partners; Wealth Management, Business Banking Specialists, Merchant Services, and Mortgage; making sure customer needs are properly met• Provider of leadership, training, and support to new team members

Chicago, Illinois

Representing the firm's biggest client at the time, KeySmart, was responsible for selling, and driving brand awareness of the product to the public, and physically putting a KeySmart into the hands of potential customers.· Consistently led sales by spearheading and managing field marketing events, driving conversations with potential clients and physically putting a KeySmart into the hands of newly obtained customers.· Being customer focused, thrived on direct discussions to find solutions to customer's problem' utilizing out client's product

Palatine/Chicago/Northbrook

Dedicated to going above and beyond for our customers in a variety of positions ranging from stocking grocery shelves to checking quality and assisting in creation of prepared foods.· Being customer oriented, worked to go beyond basic responsibilities to assure each customer had a positive experience while in our stores, initiating conversations regularly to assure customer needs were being met and valued. Shared information on a plethora of subjects, helping our customers find solutions to different problems and questions.· Assisted marketing in writing and designing store signage· Coordinated and led special events such as Share the Buzz, bring awareness to the disappearance of endangered pollinators.

Business, Management, Marketing, And Related Support Services

Bachelor Of Applied Science (B.A.Sc.), Marketing

Activities and Societies: Boxing Team