Maria Unkraut
Florence
Summary
Accomplished banking professional with extensive experience. Excelling in client and partner relationship management. Proven track record in credit portfolio management and risk mitigation, enhancing customer satisfaction through strategic planning and developmental coaching. Recognized for achieving sales goals and fostering high-performing teams in wealth banking services.
Overview
13
13
years of professional experience
Work History
Relationship Manager, Vice President – Wealth Banking Services
U.S. Bank
02.2013 - Current
- Mitigate risk through credit portfolio management, internal audits, project management, coaching, and account monitoring
- Generate business and maintain relationships with associated firms
- Manage day to day sales and salesforce tracking
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Wealth Management Private Banker, Assistant Vice President – Wealth Banking Services
U.S. Bank
- Day to day operations including annual renewals, maturities, and new credit requests
- Establish business relationships with advisors for new business development opportunities including deposits and loans
- Mitigate risk through credit portfolio management and deposit account monitoring
- Manage partner relationships with Fidelity and IT&C through lending product needs
- Manage Salesforce tracking.
Sales and Service Manager NMLS Certified – Colerain Branch
U.S. Bank
- Managed day to day operations
- Coached and developed direct reports for sales achievements and career advancements
- Enhanced team skill set for repeatable sales processes within branch
- Achieved all quarterly sales goals comprised of deposit accounts, credit cards, Loan growth and Investment needs appointments.
Teller Coordinator- Blue Ash/West Chester Offices
U.S. Bank
- Managed the teller line and coached tellers to exceed sales goals while providing superior service to affluent clientele
- Weekly schedule management
- Vault teller operations including cash shipments and ordering, ATM procedures, and providing selling cash to teller team
- Provide excellent customer service to clients while helping them with their banking needs
- Managed compliance and risk for daily branch operations.
Front Office Receptionist
Kentucky Rehabilitation
- Greeted clients on arrival
- Scheduled appointments and collected deposits
- Helped with therapy when staff needed assistance.
Server and Bartender
O'Neill's Irish Pub
- Greeted customers upon entering the restaurant and seated them
- Brought food and beverages to customers
- Ran cash drawer and assisted in supply order.
Education
University of Kentucky
Lexington, Kentucky05.2012
Larry A. Ryle High School
Union, Kentucky06.2007
Skills
- Client and Partner Relationship Management
- Personnel Oversight
- Strategic Planning
- Operational Compliance/Portfolio Management
- Leadership
- Credit and Lending Knowledge
- Risk Management
- Developmental Coaching
awards
- Assisted in achieving Number 1 District for Fall Sales Campaign in 2013 and 2014
- Number One in sales referrals for Q2 and Q3 in 2014 out of all the tellers and teller coordinators in the district
- Number One in Rank for Sales and Competencies in TC and SSM role
- Member of Advocates of Change Committee
- Service Leader February 2013 - 2015
- Legends of Possible Award Winner - 2017
- Top 5 in Relationship Management Ranker 2023-2024
- On the Advocates of Change Committee 2024
Timeline
Relationship Manager, Vice President – Wealth Banking Services
U.S. Bank
02.2013 - Current
Wealth Management Private Banker, Assistant Vice President – Wealth Banking Services
U.S. Bank
Sales and Service Manager NMLS Certified – Colerain Branch
U.S. Bank
Teller Coordinator- Blue Ash/West Chester Offices
U.S. Bank
Front Office Receptionist
Kentucky Rehabilitation
Server and Bartender
O'Neill's Irish Pub
University of Kentucky
Larry A. Ryle High School