Open to opportunities

Chad Dean

@chaddean

Client-focused Personal Banker specializing in onboarding, account management, and treasury services with strong digital banking support.

United States

Message

What I'm looking for

I’m looking for a client-facing banking role where I can drive client onboarding and adoption of treasury and digital banking products, strengthen relationships through cross-sell, and support customers with fast, accurate problem-solving in a team-focused environment.

I’m a detail-oriented Personal Banker with over five years of administrative and banking experience, specializing in client onboarding, account management, and treasury services. I open personal and business accounts, train new hires, and handle complex client issues by collaborating across operations, implementation, and technical support.

In my most recent role, I conduct client onboarding and implementation for treasury management products and digital banking platforms to increase adoption, while partnering with commercial lenders to identify cross-sell opportunities. Previously, I supported fraud-related account incidents, secured funds to minimize losses, and helped improve onboarding efficiency by training new hires and temporary staff. I also built practical internal resources (including an account-opening guide used later by my team), and I bring strong skills in customer service, data entry, and digital tools like Salesforce, DocuSign, and Microsoft Office.

Experience

Work history, roles, and key accomplishments

Current

Personal Banker

Current

Pacifc West Bank

Apr 2025 - Present (1 year 3 months)

Opened personal and business accounts and conducted client onboarding, implementation, and training for treasury management products and digital banking platforms. Partnered with commercial lenders for cross-sell opportunities and resolved complex client issues with operations and technical support teams.

Client Onboarding Account Opening Treasury Management Digital Banks Product Training Cross Selling Customer Satisfaction Branch Transactions Online Banking Support

Personal Banker II

Umpqua Bank

Aug 2022 - Apr 2025 (2 years 8 months)

Managed client relationships by handling transactions, opening personal and business accounts, and prospecting for additional financial products. Trained new hires and supported clients experiencing account fraud by reporting incidents and securing funds.

Client Relationship Management Client Transactions Account Opening Prospecting Merchant Services Mortgage Lending Fraud Incident Reporting Customer Service Training

Barback/Server

Maynard's Restaurant

Apr 2021 - May 2022 (1 year 1 month)

Provided guest service by seating customers, taking food and beverage orders, handling special requests, and delivering meals promptly. Completed table resets and handled cash and credit card transactions while following sanitation and safety practices.

Customer Service Guest Seating Cash Handling Credit Card Transactions Sanitation Safety Compliance

Financial Service Representative

Connection Credit Union

Jun 2016 - Dec 2019 (3 years 6 months)

Provided financial account services including deposits, loan payments, check cashing, and savings withdrawals. Assisted with loan completion and documentation, updated records using data entry systems, and handled customer inquiries by phone and in person.

Account Services Deposits Loan Payments Check Cashing Night And Mail Deposits Cashier'S Checks Traveler'S Checks Loan Documentation Data Entry Credit Reports Loan Profiles Scheduling

Professional Internship

Noble Wealth Financial

Jun 2019 - Aug 2019 (2 months)

Supported personnel and client-information workflows by managing client records, financial profiles, and compensation-related tasks while transitioning clients to new advisors. Maintained manual and automated personnel records, prepared reports, and updated mutual fund YTD total return figures in an ETF tracker system.