Knowledgeable bank management professional bringing a well-coordinated and disciplined approach to department leadership. Well-versed in tracking data, writing reports, and presenting talks to business leaders. Sales and customer relations expert.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Financial Center Manager
Berkshire Bank
Great Barrington, MA
01.2024 - Current
Provides exceptional customer service while educating customers and employees on a wide variety of products and services
Ensures proper documentation and compliance for all new accounts and account maintenance
Manages a variety of loan applications and closing
Works with customers to ensure their banking needs are met
Assists with preparing monthly audit reports
Coaching staff so that they may succeed
Helping in all aspects of the Branch as needed.
Managed daily operations of the financial center, including staffing and customer service.
Relationship Banker
Berkshire Bank
Sheffield, MA
06.2021 - 01.2024
Delivered exceptional customer service by educating customers about a diverse range of products and services.
Ensured proper documentation and compliance for new accounts and account maintenance
Handles a variety of loan applications and closing
Works with customers to ensure their banking needs are met.
Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
Customer Service Associate
Berkshire Bank
Sheffield, MA
08.2018 - 06.2021
Assist customers with their daily banking needs, answer phones, stay up to date with procedures and regulations, help the supervisor with monthly audits, assist customers with basic banking concerns or directing them to the correct person, talking to customers about credit card needs.
Manager
Bounce Town
Canton, CT
03.2015 - 08.2018
Uphold an excellent standard of customer service, maintaining daily open play sessions, scheduling parties, preparing a weekly inventory of supplies, answering phones, creating and settling customer invoices, training and monitoring staff, gathering nightly deposits, selling snacks and drinks, responding to customer concerns, and daily cleaning and sanitizing equipment and the building.
Coached, mentored and trained team members in order to improve their job performance.
Developed and implemented strategies to increase customer satisfaction and loyalty.
Provided leadership during times of organizational change or crisis situations.
Education
Advanced Financial Services Diploma -
Center For Financial Training
04.2024
Financial Services Operations Certificate -
Center For Financial Training
04.2024
Lending Foundation Certificate -
Center For Financial Training
03.2024
General Financial Services Diploma -
Center For Financial Training
07.2023
Financial Services Certificate -
Center For Financial Training
04.2023
Associate of Arts - Liberal Arts
Briarwood College
05.2000
High School Diploma -
Northwestern Regional High School
06.1997
Skills
Customer service
Communication skills
Team player
Leadership
Management experience
Knowledge of computers
Ability to multi-task
Self-sufficient
Organizational skills
Experience upselling products
Listening skills
Patience
Microsoft products
Salesforce
FIS Global
Document Preparation
Relationship Management
Sales initiatives
Account Management
Work Delegation
Team Development
Team coaching
Branch operations
Operations Oversight
Certification
FIRST AID/CPR
HEAD TEACHER - Home/Group Daycare
NMLS
NOTARY PUBLIC, MASSACHUSETTS
Affiliations
Norfolk Volunteer Fire Department, Treasurer - August 2023 - present
Norfolk Volunteer Fire Department, General Member - 2010 - present