A results-driven professional with a strong aptitude for enhancing customer relationships and financial analysis, achieving a 400% increase in client satisfaction at Webster Bank. Expertise in regulatory compliance and Salesforce, paired with exceptional relationship-building skills, consistently drives business success. Experienced in mentoring teams and optimizing financial solutions, demonstrating a unique blend of analytical and interpersonal abilities.
Hi, I’m
ADITI SCOTT
UNITED STATES
Summary
Overview
24
years of professional experience
Work History
Citizens Bank
PRIVATE BANK BUSINESS TREASURY OPERATIONAL SPECIALIST
07.2024 - 10.2024
Job overview
- Enhanced client satisfaction through effective optimization of diverse account setups.
- Delivered accurate data analysis outcomes, enhancing decision-making processes.
- Optimized accuracy in tracking procedures for enhanced reliability.
- Fostered solid relationships by providing important insights through collaboration with client teams.
- Trained, mentored and motivated employees to maximize team productivity.
Internal Revenue Service
CONTACT REPRESENTATIVE
08.2022 - 04.2023
Job overview
- Advised taxpayers on inquiries, ensuring compliance and resolving issues efficiently.
- Applied tax laws to collect taxes and close accounts, improving process accuracy.
- Facilitated effective communication with taxpayers and departments, enhancing service delivery.
- Updated taxpayer profiles for accurate records, supporting data integrity.
- Served as primary contact, streamlining communication with peers and taxpayer.
Webster Bank
UNIVERSAL BANKER
09.2013 - 12.2018
Job overview
- Managed client relations, surpassing targets by 400%, enhancing customer satisfaction.
- Executed effective nurture campaigns, leading to higher loan acquisition through eligibility identification.
- Analyzed banking patterns, addressed service gaps, ensured regulatory compliance.
- Facilitated ACH issue resolution, supported seamless banking transactions.
- Increased sales by promoting comprehensive banking services, delivering exceptional service.
Bank of America
PERSONAL BANKER
06.2000 - 11.2011
Job overview
- Guided clients in financial planning, boosting their financial well-being.
- Presented diverse loan options, enhancing customer decision-making.
- Resolved loan application issues, improving process efficiency.
- Oversaw audits and loan reviews, ensuring thorough compliance.
- Led training for junior bankers, improving overall team performance.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Education
University of Massachusetts
BFA from Electronic Imaging/Graphic Design, Photography
University Overview
Skills
- Customer Relationship Management Enhancement
- Financial Eligibility Analysis
- Business Relationship Building
- Equity Analyst Relations
- Analytical Problem Solving
- Regulatory Adherence
- Financial Industry Experience
- Meticulous Attention
- Effective Client Engagement
- SalesForce
Timeline
PRIVATE BANK BUSINESS TREASURY OPERATIONAL SPECIALIST
Citizens Bank
07.2024 - 10.2024
CONTACT REPRESENTATIVE
Internal Revenue Service
08.2022 - 04.2023
UNIVERSAL BANKER
Webster Bank
09.2013 - 12.2018
PERSONAL BANKER
Bank of America
06.2000 - 11.2011
University of Massachusetts
BFA from Electronic Imaging/Graphic Design, Photography
Core Competencies
Core Competencies
- Regulatory Compliance
- Client Relations
- Technical Proficiency
- Analytical Skills
- Work Ethic
Similar Profiles
Elif AyElif Ay
Data Science Intern at Citizens BankData Science Intern at Citizens Bank
Brook HotelingBrook Hoteling
Universal Banker at Citizens BankUniversal Banker at Citizens Bank
Abbie HalajkoAbbie Halajko
Colleague to Colleague at Citizens BankColleague to Colleague at Citizens Bank
Sondra WeyerSondra Weyer
Teller at Citizens BankTeller at Citizens Bank
LILIAN SANGLILIAN SANG
CMA at Centurion GroupCMA at Centurion Group