Angelica Perri
Fort Mill,SC
Summary
Dynamic and results oriented leader with extensive experience in achieving excellence and reducing risks in financial service, banking and consulting. Skilled professional with top-notch organizational, problem-solving and communication skills developed many years of industry experience. Successful in interacting and assisting clients of all backgrounds with diverse needs. Gifted in prioritizing and handling simultaneous tasks. Ability to create effective methodologies, solutions,leveraging strong critical thinking, analytical and problem solving aptitude. A solid reputation for revitalizing inefficient internal controls by analyzing banking financial process outages and implementing process improvements.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Associate Financial Service Professional
TD Bank
Fort Mill, SC
08.2022 - Current
- Analyzed customer financial data, such as income and expenditure levels, to identify suitable investment opportunities.
- Reviewed account statements on a regular basis to monitor performance of investments against stated objectives.
- Processed loan applications and reviewed credit reports for accuracy.
- Ensured compliance with all applicable laws and regulations pertaining to banking operations.
- Monitored account activity on a daily basis to detect any suspicious or fraudulent activities.
- Cross-sold bank products and services to existing customers in order to maximize revenue opportunities.
- Resolved customer complaints promptly and professionally in accordance with established procedures.
- Performed cash reconciliations at the end of each day to ensure accuracy of balances.
- Explained the features and benefits of various banking products to potential customers.
- Identified and resolved complex client service issues to deliver exceptional customer service.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Program Coordinator Manager
CHC
Stamford, CT
12.2020 - 09.2021
- Served as a liaison between external organizations and partners involved in delivering programming services.
- Provided guidance and support to program participants in navigating resources, services, and opportunities.
- Managed the day-to-day operations of the Covid 19 Vaccine program, ensuring compliance with applicable policies and regulations.
- Facilitated communication between team members by organizing regular meetings and conference calls.
- Analyzed data collected from surveys, focus groups, interviews, regarding the effectiveness of the program.
- Organized special events related to the promotion or awareness of the program's mission or purpose.
- Collaborated with the Vice President within the organization and the health department to coordinate efforts that support overall organizational objectives.
- Identified areas where improvements can be made in order to increase efficiency or effectiveness.
- Delegated tasks to staff and volunteers during organized events.
- Established and maintained partnerships with community organizations to expand program reach.
- Facilitated cross-departmental collaboration to meet program objectives and deadlines.
- Led team meetings to communicate updates, gather feedback, and align on goals.
- Oversaw the development and distribution of program materials, ensuring quality and accuracy.
Makeup Artist
Angelica Perri Makeup
Fort Mill, SC
01.2010 - Current
- Provided personalized advice to customers regarding the selection of products appropriate for their needs.
- Organized inventory of cosmetics and supplies according to expiration dates.
- Consulted with clients about desired look or color palette prior to application process.
- Collaborated with hairstylists, photographers, costume designers, models, and other professionals in the industry.
- Provided makeup services for weddings, proms and other special events.
- Promoted sales events and product launches to customers.
- Handled appointment booking, canceling and rescheduling.
Skills
- Banking Operations
- AML Regulatory Compliance
- Customer Consultancy & Support
- Enhanced Due Diligence Executions
- Financial & Business Reporting Risk
- Assessment & Mitigation
- KYC Assessment
- Team Leadership & training
- Suspicious Transaction Reporting
- Strong Customer Relationships
Certification
NMLS 241523
References
References available upon request.
Timeline
Associate Financial Service Professional
TD Bank
08.2022 - Current
Program Coordinator Manager
CHC
12.2020 - 09.2021
Makeup Artist
Angelica Perri Makeup
01.2010 - Current