ELVYRA DAPKUTE MILLIKEN
Marietta
Summary
Results-oriented Private Client Banker specializing in needs assessment, cross-selling, and digital banking solutions. Demonstrates expertise in cultivating robust client relationships and delivering customized financial strategies that elevate customer satisfaction.
Overview
25
25
years of professional experience
Work History
Private Client Banker
Chase Bank
Marietta
11.2019 - Current
- Developed strong relationships with high-net-worth clients for financial growth.
- Conducted comprehensive financial reviews to assess client needs and goals.
- Managed client portfolios to provide tailored banking solutions.
- Worked closely with branch partners to refer for investment advice and sale, mortgage/HELOC needs, and business relationship complex needs.
- Assisted clients in navigating digital banking tools for efficient service access.
- Identified opportunities for cross selling additional products and services based on customer needs analysis.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
Relationship banker
Chase
Marietta
03.2013 - 10.2019
- Built strong customer relationships through personalized banking services.
- Educated customers on various banking products and services.
- Conducted regular follow-ups to ensure client satisfaction and retention.
- Resolved customer inquiries and issues efficiently and professionally.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Made daily calls with existing clients and assigned portfolio leads.
Personal banker
Chase Bank
Atlanta
09.2011 - 02.2013
- Assisted clients with account openings and banking services inquiries.
- Managed daily transactions and ensured compliance with banking regulations.
- Educated clients on product offerings and financial services available.
- Resolved client issues promptly to enhance customer satisfaction and loyalty.
- Conducted account maintenance, including updates and corrections as needed.
- Promoted financial literacy through workshops and one-on-one sessions with clients.
Account executive
Talbot State Bank
Fayetteville
01.2001 - 08.2008
- Generated weekly reports on sales performance against targets for upper management review.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
- Originated residential loans.
- Managed Tyrone branch 2006-2008
Education
Master of Arts - Communications
Vilnius University
Vilnius, Lithuania06-1998
Some College (No Degree) - Information Management
Hogeschool Ijselland
Deventer, NetherlandsSome College (No Degree) - Accounting
West Georgia Technical College
La Grange, GASome College (No Degree) - Banking
Georgia Banking School
Athens, GASkills
- Strategic sales and analytical problem solving
- Client education and relationship building
- Digital finance solutions and service offerings
- Cross-selling techniques and needs analysis
- Communication proficiency and teamwork skills
- Trust services management and debt solutions
- Loan processing expertise and banking knowledge
- Series SIE, S6, S63, Variable annuities &Life insurance licenses
Languages
English
Professional
Russian
Limited
Lithuanian
Native/ Bilingual
Spanish
Elementary
Timeline
Private Client Banker
Chase Bank
11.2019 - Current
Relationship banker
Chase
03.2013 - 10.2019
Personal banker
Chase Bank
09.2011 - 02.2013
Account executive
Talbot State Bank
01.2001 - 08.2008
Master of Arts - Communications
Vilnius University
Some College (No Degree) - Information Management
Hogeschool Ijselland
Some College (No Degree) - Accounting
West Georgia Technical College
Some College (No Degree) - Banking
Georgia Banking School
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