Rachel Mlynczak
@rachelmlynczak
I build lasting client relationships across banking, lending, investments, and financial services.
ZimbabweWhat I'm looking for
I'm currently managing a consumer and small-business portfolio of up to $75 million at Chase Bank, supporting clients with CDs, trusts, estates, powers of attorney, and wires.
Across Chase, Westfield Bank, and Huntington National Bank, I've helped consumer and small-business clients navigate lending, deposits, treasury management, new accounts, and financial documents. I've also supported branch leadership, completed daily outbound calls, and built rapport that helps retain clients and grow revenue.
At Westfield Bank, I handled HELOCs, auto loans, installment loans, mortgage referrals, employment verification, credit-score reviews, and budget reviews.
I bring 15 years in customer service, sales, banking, lending, investment, and finance, backed by FINRA Series 6 and 63 licenses, NMLS licensing, life insurance licensure, notary public credentials, and AML certification.
Experience
Work history, roles, and key accomplishments
Private Client Banker
Chase Bank
Feb 2025 - Present (1 year 6 months)
Managed a consumer and small business portfolio of up to $75 Million, handling financial needs such as CDs, Trusts, Estates, Power of Attorney, and Wires. Conducted daily outbound calls to clients.
Universal Banker III
Westfield Bank
Oct 2022 - Oct 2022 (0 months)
Handled HELOCs, auto loans, installment loans, and mortgage referrals. Reviewed financial documents, verified employment, explained credit scores, and assisted small business customers with accounts and loans.
Assisted the Branch Manager in their absence and supported consumer and small business customers with banking needs including CDs, Trusts, Estates, Power of Attorney, and Wires. Made daily outbound calls.
Education
Degrees, certifications, and relevant coursework
Fresno City College
Attended Fresno City College in Fresno, CA.
Wayne College (Branch of the University of Akron)
Attended Wayne College, a branch of the University of Akron, in Orrville, OH.
Tech stack
Software and tools used professionally
Availability
Location
ZimbabweAuthorized to work in
Job categories
Skills
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