Silvija Katz

Experience

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  Chase

  May 2012 - Jul 2014

  Teller

  •Processing transactions accurately and efficiently in accordance with established policies and procedures. Efficiently operating computer software used to perform daily duties.•Daily operations with check cashing, deposits, withdrawals, and foreign exchange. •Performing operations providing cashier checks, money orders, bonds and experience in handling a daily volume of over 500 transactions. •Performing daily opening and closing procedures within the banking center. •Coaching and providing feedback to other tellers and monitoring each teller’s drawer to verify it is within compliance. •Sending referrals to bankers. Knowing current promotions and being able to successfully discover needs of our clients. •Participating in networking events. Show less

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  PNC

  Jul 2014 - Feb 2016

  Financial Sales Consultant

  •Acquiring and deepening the branch customer base through a variety of proactive sales and service activities. Profiling and discovering client needs. •Managing the customer experience by identifying opportunities to improve the customer’s financial well-being. Proficiency and full knowledge in products before recommendations.•Collaborating with ecosystem partners to grow customer’s share of wallet. Positioning PNC solutions to drive new revenue and customer loyalty. •Notarizing public documents and managing full financial profile in banking, credit, loans and investment related services for high net worth clients. Show less

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  Chase

  Feb 2016 - Apr 2019

  Relationship Banker

  •Successfully passed Series 6, Series 63 and Life Insurance State Licensing.•Responsible for developing, maintaining and growing existing affluent client base. •Establishing new personal/business checking and savings accounts, closing/handling loans, and providing clients with knowledge in current technology and convenience services. •Participating in joint calls with business partners (i.e. Cash Management, Merchant & Payroll reps) to develop customer relationships and support specific product sales across business lines.•Guiding and mentoring branch staff, on sales and service activities related to consumer and business deposits, investments and lending to uncover business opportunities and partnerships.•Helping with audits, controls, overrides and approvals. Show less

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  Associated Bank

  Apr 2019 - Dec 2021

  Branch Manager

  •Overseeing the entire branch and have the ultimate responsibility for the administration of efficient daily sales and operations. •Providing leadership, training and supervision to my team. Promoting sales and service culture through coaching, observations, guidance and staff motivation. •Performing the duties of a teller, banker and directly managing 1-5 bankers.•Working collaboratively with the bankers to ensure established sales, service, operational and financial goals are met and exceeded. •Working closely with branch partners to enhance referrals and over-all sales.•Focusing day-to-day sales activities of the office striving to acquire new consumer and new business households. Cross-selling to new and existing households. •Establishing full relationships with customers, personally committing to consistently exceeding customer expectations by being able to meet a broad range of financial service needs.•Advocating colleagues and clients to influence digital adoption. Lead by example in goal attainment. Show less

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  Citi

  Jan 2022 - May 2024

  VP Business Account Manager

  • Responsible for the drive and acquisition of new retail/commercial high-net worth deposit clients with focus in expansion and retention of existing relationships.• Working independently or in tandem with cross-function internal/external partners and referral sources.• Business Account Needs Discovery conversations to uncover needs and tailor down to personalized solutions.• Consistent sales cadence with focus in outbound prospecting new to bank relationships and all associated depository needs (Merchant, Payroll, Lending, Cash Management).• Offering best-in-class service from meeting the client, onboarding, funding and consistent follow up to ensure the retention and growth of the client relationship.• Completed 2023 with an overall financial performance weighting over 260%. Bringing over $21M in deposits at 189% with 73 NTB relationships.• #1 nationally as a Cash Management Revenue Producer with 101 booked CM solutions and (YTD Revenue of $149,210) for the bank.• Consistent Salesforce engagement with evidence in client engagement routines. Which includes, outbound calling, campaigns, cross function referrals and appointments.• Joint calling and outbound prospecting with COI’s. Internal teams Healthcare, SBA, Merchant, Payroll with external COI’s such as local accountants, lawyers and community partners. Show less

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  Chase

  Jun 2024 - now

  VP Business Relationship Manager Senior Acquisition