Shannon Formella, Mba, Pmp Email & Phone Number

United States

Joliet, IL

• Assisted in branch sales initiatives including cross selling other bank products to new and existing customers in person and on the telephone
• Remotely guided customers through escalated online banking issues and questions so that all online banking features could be utilized
• Managed client’s expectations concerning the process and payouts involved with trusts, estates, and beneficiary designations
• Assisted management with audits of teller drawers and quarterly vault audits in order to successfully pass all company audits of the branch
• Conducted financial analyses for consumer and business customers to determine appropriate loan and credit options
• Originated loans and guided customers through entire loan process to ensure loan closing

Downers Grove, IL

• Partnered with departments outside of Admissions including Financial Aid and the office of the Registrar to ensure the delivery of a high level of service to every student
• Conducted thorough interviews with prospective students to include information about the school, programs, and any additional information requested
• Responsible for helping students through the entire enrollment process to ensure preparedness to start classes
• Consistently achieved required enrollment quotas in accordance with division goals

Serviced all client requests involving checking accounts and loans Maintained $15,000 cash box and vault to be in compliance for bank audit Performed tasks and cash audits at managers' request

Retained current client relationships regarding checking accounts, loans, and investments Acquired new clients in coordination with campaign goals to generate personal and branch bonuses Expanded current relationships through product recommendations and cross-selling

Presented clients with up-sell and cross-sell opportunities in order for clients to achieve a greater presence in books, magazines, and the Internet Increased account revenue and dealer participation in coordination with corporate goals and expansion projects Researched industries and publisher incentives to advise clients with print and multimedia.

Garmisch-Partenkirchen, Bavaria, Germany

Provided technical support for conferences and banquets of the resort Served formal dinners for servicemen and officers as outlined by the strict guidelines for each event Planned and executed events booked by the hotel or banquet team

Organized orders for customer pickup and check all orders for accuracy Consulted with customers regarding order placement and up-sell opportunities Responsible for database upkeep and other duties at managers' request SkillsProficient with Microsoft Word, Excel, and PowerPoint

Mba, Finance, 4.0

Graduated summa cum laude.

Bachelor, Business Administration; Marketing/ Management

Activities and Societies: SIFE (Students in Free Enterprise) Historian/ Reporter Walther Hall Treasurer Activities Board Treasurer Drama.