Adiene Oses
Somerville,MA
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Diligent with strong foundation in managing daily operations and team leadership. Proven success in optimizing workflows and enhancing customer satisfaction. Demonstrated expertise in problem-solving and strategic planning to drive team performance.
Overview
8
8
years of professional experience
Work History
Relationship Banker II
USAlliance Financial
09.2023 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Developed new business opportunities by actively participating in community events as well as establishing partnerships with local businesses.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Achieved excellent customer satisfaction ratings on by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Sales and Service Supervisor – Relationship Banker
People’s United Bank – M&T Bank
12.2018 - 09.2023
- Coordinate and host morning huddles discussing how to utilize skills and tools that are accessible to increase branch sales revenue/ goals while improving the customer experience
- Lead responsibility and ownership of operational activities including managing cash levels, supplies, inventory, balancing ATM’s and Vault in compliance with the banks policies and procedures
- Handled customer complaints and inquiries.
- Assisted with training and development of team members.
- Successfully managed high-pressure situations, maintaining composure while finding solutions to complex problems quickly.
- Managed daily operations of the service department, maintaining a high level of organization and productivity.
- Monitored team's performance and gave feedback when necessary.
- Improved customer satisfaction by efficiently addressing service issues and providing timely resolutions.
Universal Associate Banker Teller
Citizens Bank
01.2017 - 12.2018
- Collaborated with team members to ensure seamless branch operations and excellent customer service.
- Maintained secure cash handling procedures to minimize discrepancies and potential losses.
- Enhanced client relationships by proactively engaging in meaningful conversations about financial goals.
- Handled complex transactions, addressing any concerns or issues promptly and professionally.
- Conducted financial assessments to determine eligibility for loans, credit cards, and other financial products.
Education
High School Diploma -
Somerville High School
Somerville, MA06.2015
Some College (No Degree) - Developmental Psychology
Bunker Hill Community College
Charlestown, MASkills
- NMLS Licensed
- Notary Public
- Cash Handling
- Customer Service-Oriented
- Relationship building and management
- Team Leadership
- Complex Problem-Solving
- Verbal and written communication
Timeline
Relationship Banker II
USAlliance Financial
09.2023 - Current
Sales and Service Supervisor – Relationship Banker
People’s United Bank – M&T Bank
12.2018 - 09.2023
Universal Associate Banker Teller
Citizens Bank
01.2017 - 12.2018
Some College (No Degree) - Developmental Psychology
Bunker Hill Community College
High School Diploma -
Somerville High School
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