Summary
Overview
Work History
Skills
Certification
Timeline
Generic

ALEXANDRA PORTELLI

Beech Creek,PA

Summary

Experienced with branch operations management, ensuring seamless daily functions and customer satisfaction. Utilizes strategic thinking to implement efficient processes and enhance team productivity. Knowledge of leadership and problem-solving contributes to sustained success in dynamic environments.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager

First National Bank Of Pennsylvania
06.2024 - Current
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Built rapport with account holders by reaching out with product recommendations and account updates.

Relationship Banker

First National Bank Of Pennsylvania
11.2022 - 05.2024
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.

Patient Access Representative

Geisinger Medical Center
08.2018 - 10.2022
  • Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
  • Stayed calm under pressure to and successfully dealt with difficult situations.
  • Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
  • Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.

Customer Service Representative

First Keystone Community Bank
04.2013 - 08.2018
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Assisted customers with setting up or closing accounts, referring loan applications, and signing up for new services.
  • Resolved complex account issues by liaising with relevant departments, ensuring timely resolution for customer satisfaction.
  • Managed high volumes of cash accurately, balancing drawers at the end of each shift without discrepancies.
  • Maintained high levels of confidentiality while handling sensitive customer information during transactions.

Skills

  • Banking
  • Staff education and training
  • Strong leadership
  • Relationship building and management
  • Loans
  • Time management abilities

Certification

Notary Public

NMLS

Timeline

Assistant Branch Manager

First National Bank Of Pennsylvania
06.2024 - Current

Relationship Banker

First National Bank Of Pennsylvania
11.2022 - 05.2024

Patient Access Representative

Geisinger Medical Center
08.2018 - 10.2022

Customer Service Representative

First Keystone Community Bank
04.2013 - 08.2018

Notary Public

NMLS

ALEXANDRA PORTELLI