Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills with 7+ years banking experience, 15+ years in Customer Service field and 4 years in banking management experience.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Temp Remote Member Representative
Jovia Financial Credit Union
Westbury, NY
12.2022 - 12.2023
Responded promptly to incoming calls from prospective members seeking information about the organization's programs.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Provided top quality control and eliminated downtime to maximize revenue.
Promoted available products and services to customers during service, account management and order calls.
Helped members resolve account problems and navigate internal systems to handle routine needs.
Increased customer satisfaction ratings 108% by effectively answering questions, suggesting effective solutions and resolving issues quickly.
Branch Manager
Citzens Bank
Fall River, MA
10.2019 - 06.2022
Drive sales and P&L of the branch
Manage a high performing team: Generate sales and revenue by developing a positive customer service
Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Developed strategies to increase customer satisfaction and loyalty.
Provided guidance and support to team members regarding problem resolution and customer service issues.
Planned work schedules to maintain adequate staffing levels.
Analyzed actual financial results to budget, preparing variance reporting to functional groups.
Analyzed data to identify trends related to products, services, customers and markets served by the branch.
Managed staff scheduling, hiring and training processes.
Recommended new financial and accounting software packages. replacing various non-integrated offerings.
Provided feedback on employee performance evaluations conducted by supervisors.
Resolved escalated customer complaints in a timely manner.
Grew business banking relationships through proactive outreach.
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Disciplined employees to encourage compliance with company policies and procedures.
Performed regular audits of financial records in order to ensure accuracy.
Assistant Branch Manager
Citizens Bank
Bristol, RI
01.2019 - 10.2019
Coach and Develop to Drive Results: Assist colleagues in achieving their developmental goals.
Prepared monthly reports on branch activity metrics such as number of accounts opened and closed.
Developed strategies for increasing customer satisfaction levels and improving service quality.
Managed daily cash flow activities including counting cash drawers at opening and closing times.
Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
Monitored daily operations of the branch including sales, customer service, inventory control.
Resolved customer issues effectively in order to maintain strong customer relationships.
Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
Reviewed applications against established parameters to determine approval, rejection or modification requirements.
Developed strategy to achieve target sales goals.
Small Business Banker
Citizens Bank
East Boston, MA
05.2016 - 01.2019
Ensured compliance with applicable laws and regulations governing small business lending practices at all times.
Developed and maintained relationships with small business owners to understand their financial needs.
Leveraged customer service and sales abilities to consistently meet performance goals.
Prepared loan documents and presented them to clients for review and approval.
Responded promptly to customer inquiries via phone calls or emails regarding account status updates or general questions about banking services offered.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Participated in community events such as Chamber meetings or networking groups to promote bank services.
Enhanced relationships by providing excellent service to small business customers.
Consulted with small business customers to determine needs and means and propose personalized banking solutions.
Shift Supervisor
CVS Pharmacy
Boston, MA
10.2008 - 04.2016
Recommended opportunities for growth and advancement to motivate employees.
Assisted upper management with daily operations to meet standards of service and quality.
Collaborated with team members to improve performance and implement training updates.
Assigned tasks to employees and monitored productivity, performance and task completion.
Cashier, stocking, cleaning and maintaining good store appearance.
Supervised successful, well-supplied and highly organized establishment thanks to consistent oversight and regular cleanliness inspections.
Trained, managed and motivated employees to promote professional skill development.
Researched out-of-stock items to find additional inventory in other store locations.
Counted and balanced registers.
Supervised daily operations of the store including opening and closing routines, inventory management and stocking shelves.
Education
Sociology -
Roxbury Community College
01.2015
GED -
Jewish Vocational Boston
01.2009
Skills
Product Sales
Issue Resolution
Customer Service
Sales Strategy
Database Management
Product Recommendations
Quality Control
Order Processing
Performance Reviews
Sales Professional
Interviewing and Hiring
Coaching and Mentoring
Business Development
Excels in Team Leadership
Operational Reports
Shift Scheduling
Relationship Building and Management
Verbal/Written Communication
Loan Documentation
Training and Development
Banking
Revenue Generation
Certification
Spanish/ English Medical Interpreter Certification
Real Estate Sales and Management at Independent Real Estate Professional - Commercial and Residential TransactionsReal Estate Sales and Management at Independent Real Estate Professional - Commercial and Residential Transactions