MICROSOFT OFFICE
Annie Leslie Laberon
Personal Banker
Chicago,IL
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
1
1
Language
3
3
Certifications
1
1
year of post-secondary education
15
15
years of professional experience
Work History
Personal Banker
Citi Bank
Chicago, IL
03.2020 - Current
- Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and
- Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
- Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products
- Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
- Perform calling activities including outbound sales as well as follow ups
- Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals
- Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Pharmacy Technician
Walgreens
Chicago, IL
01.2019 - Current
- Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers questions to ensure a positive customer experience.
- Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).
- Develops strong relationships with most valuable customers. Operations
- Under the supervision by the pharmacist, assist in the practice of pharmacy, in accordance with state, federal, and company policy. Reviews and complies with the Walgreen Co. Pharmacy Code of Conduct.
- Performs duties as assigned by Pharmacy Manager, Staff Pharmacist and Store Manager including utilizing pharmacy systems to enter patient and drug information, ensuring information is entered correctly, filling prescriptions by retrieving, counting and pouring pharmaceutical drugs, verifying medicine is correct, and checking for possible interactions. Assists pharmacists in scheduling and maintaining work flow.
- Reports, immediately, prescription errors to pharmacist on duty and adheres to Company policies and procedures in relation to pharmacy errors and the Quality Improvement Program.
- Strictly adheres to the Walgreen Co. policy regarding Good Faith Dispensing during all applicable prescription dispensing activities.
- Responsible and accountable for registering all related sales on assigned cash register, collects and handles cash as required. Takes customer to OTC aisle when possible to assist in locating products.
- Handles telephone calls that do not require personal attention of the pharmacist, including those to physicians.
- Processes (corrects and resubmits) manual claims for third party program prescription services in a timely and efficient manner, and performs other clerical duties, as assigned by the Pharmacy Manager.
- Assists and supports Pharmacy Department on inventory management activities, such as, ordering, unpacking, checking and storing shipment of pharmaceuticals. Maintains knowledge of Company asset protection techniques, and files claims for warehouse overages (merchandise received, but not billed), shortages (merchandise billed, but not received), order errors or damaged goods involving Rx drugs.
- Assists with exterior and interior maintenance by ensuring the Pharmacy Department is stocked with adequate supplies, clean, neat and orderly in condition and appearance.
- Complies with all company policies and procedures; maintains respectful relationships with coworkers.
- Completes special assignments and other tasks as assigned. Training & Personal Development
- Earns and maintains PTCB certification through the designated PTCB training program and/or state required certification/registration. Otherwise, earns PTCB certification as condition of promotion to senior technician.
- Attends training and completes PPLs requested by Manager and acquires continuing education credits. Maintains knowledge and skill in healthcare and pharmacy, including latest news and developments
Community Trust Private Client Representative
U.S. Bank
Bowling Green, KY
07.2019 - 03.2020
- Provides sales, processing, operational, administrative, and customer service support to the U.S. Bank Wealth Management Banker (WMB)/U.S. Bancorp Investments Wealth Management Advisor (WMA) team with responsibilities for meeting the needs of the client in the wealth management group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements.
- Builds relationship with clients and help meet their community personal trust needs.
- Handle day-to-day client calls, transactions and problem resolution, escalating items when appropriate to a Relationship Manager.
- Work proactively to identify potential problems, compliance issues and fraud, maximizing client satisfaction and deepening client relationships by referring them to appropriate U.S. Bank sales and service team members.
- Supports the Relationship Manager with administrative items as needed.
- Coordinates travel arrangement for the Relationship Manager.
- Develops and update Excel spreadsheets, PowerPoint presentations, and other documents for Relationship Manager.
Universal Banker
U.S. Bank
Franklin, KY
04.2016 - 07.2019
- Accurately completes teller transactions deposits, account maintenance, withdrawals, transfers, ATM, bag drops, and balancing daily within bank policies and operational guidelines.
- Understands and effectively applies profiling and sales techniques to open and develop accounts to generate new business and relationships; create product interest; actively sales products; actively pursues potential customers.
- Handles complex customer service issues.
- Sells/cross-sells bank products and services
- NMLS certified.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Processed quarterly vault and ATM audits with zero error rate.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
Assistant Manager
Advance America
Springfield, TN
03.2014 - 04.2016
- Center Management - Review operating results of center daily, weekly and monthly to identify areas of opportunity for increased profits and decreased expenses. Ensure procedures outlining opening, closing, banking, collections, audits, local store marketing (LSM), all Loss Prevention (LP) procedures, and other company policies are followed daily. Ensure compliance with Federal, State, and local laws. Control cash flow, balancing and audits while maintaining LP standards. Maintain company standards as related to staffing, operations, marketing, collections and customer service.
- Budget Control - Manage P&L, payroll and other budgeted items; continuously identify ways to control costs.
- Employee Relations - Recruiting, hiring, training, disciplining, evaluating, and developing of center staff. Maintain employee files and process all new hire paperwork according to company timeline.
- Leadership - Communicate image consistent with the company creed and vision to all members of center. Provide guidance in all aspects of operations. Recognize and develop skills/abilities of associates in order to meet center and company objectives. Delegation of center responsibilities.
- Training - Provide on-site training instruction on all aspects of leadership, company procedures and policies. Ensure center staff fully comprehends how to perform their job duties and responsibilities as well as understand how to use our computer system.
- Product Knowledge - Understand new and current products to assist with the company's marketing and sales initiatives.
- Marketing - Maintain an on-going marketing strategy and marketing tracking sheets for the center.
- Conduct divisional market analysis/strategy to increase total market share and active accounts. Pursue marketing strategies that would help grow center.
- Team Player - Provide operational support by working with other departments to solve issues that develop.
- Collections -Lead team in collecting Past Due, Non-Sufficient Funds (NSF), Write Offs, and perform field calls.
- Customer Service - Provide exceptional service and support to customers.
- Data Entry - Complete transactions accurately and in a timely manner on both new and existing accounts.
- Account Maintenance -Ensure all required documentation is included in each customer's file.
- Information should be accurate and complete.
- Sales - Recommend and sell products and services to meet customer's needs
- Phone Calls - Manage incoming and outgoing calls in a professional, customer-oriented manner.
- Center Appearance - Manage the appearance of the center by keeping it clean and organized;
Temp Worker
Randstad
Springfield, TN
12.2011 - 03.2014
- Inspected and tested components, assemblies and power tools.
- Disassembled, reassembled and corrected changeover.
- Built containers and pack parts in accordance with detailed packing specifications.
- Verified part numbers and placed parts in appropriate shipping containers.
- Maintained counts and lifts, shifts and stocks materials and parts.
- Recognized and reported defective material and equipment to shift supervisor.
- Executed the entire assembly process by accurately interpreting set-up sheets, work orders
- Planned and paced work efficiently in order to meet daily, weekly, project or production goals.
- Observed all safety policies and procedures
- Closely inspected parts to ensure they were clean and free of contaminants.
Teller
Bank Of America
Springfield, TN
07.2013 - 12.2013
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Processed quarterly vault and ATM audits with zero error rate.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
Production Associate
Unipres
Portland, TN
04.2012 - 07.2013
- Inspected final products to assess compliance with quality standards and established tolerances.
- Supported current production needs by moving items between equipment, conveyors and staging areas.
- Assembled products according to changing daily work orders and specific customer needs.
- Adhered to all quality control standards by thoroughly evaluating all printed components.
- Investigated reports of defective, damaged or malfunctioning parts, assemblies, equipment and systems to identify problems and resolutions.
- Took on additional shifts during peak work periods to keep projects on schedule.
- Documented production information via daily system logs and discussed non-conformance issues with management.
- Tracked production statuses, coordinated workflow and reported and coordinated schedules.
Shift Manager
McDonald's
Springfield, TN
12.2010 - 04.2012
- Kept employees operating productively and working on task to meet business and customer needs.
- Adhered to company standards and compliance requirements for operations and cleanliness of all areas.
- Trained and mentored new employees to maximize team performance.
- Excelled in every store position and regularly backed up front-line staff to keep expertise fresh and relevant.
- Managed schedules, accepted time off requests and found coverage for short shifts.
- Tracked receipts, employee hours and inventory movements.
- Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
- Recruited and interviewed candidates for management to evaluate readiness and fit for position.
- Consistently exhibited calm demeanor during periods of high volume or unusual events to keep store operating smoothly and set positive example for shift team.
- Regularly checked building to confirm maintenance and cleaning met code and regulations.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Worked closely with team members to schedule breaks and shifts to meet state regulations.
- Cooperated with coworkers to improve customer experience and manage storefront.
- Exercised composure under pressure and in escalated customer service scenarios.
Shift Lead
Taco Bell
Springfield, TN
01.2010 - 12.2010
- Resolved challenging customer complaints to full satisfaction, promoting brand loyalty and maximizing repeat business.
- Tracked receipts, employee hours and inventory movements.
- Delivered superior training and leadership to teams to boost performance and help team members achieve performance targets.
- Kept employees operating productively and working on task to meet business and customer needs.
- Completed store opening and closing procedures, including setting up registers and checking products.
- Managed schedules, accepted time off requests and found coverage for short shifts.
- Maintained safe working environment by observing safety procedures, policies and regulations.
- Helped store management meet standards of service and quality in daily operations.
- Responded to and resolved customer questions and concerns.
- Stayed calm, collected and logical during stressful moments to identify and implement optimal solutions.
Education
Associate of Science - Accounting / Medical Informatics / Radiologic Tech
Volunteer State Community College
Gallatin, TN 01.2014 - 01.2015
Skills
Financial product knowledge
Banking
Loan application expertise
Financial services
Sales expertise
Client relationship management
Rapid 10-key data entry
Recruiting and interviewing
Employee performance evaluations
Staff supervision
Operations management
Financial Management
Employee scheduling
Cost Control
Complaint resolution
Report preparation
Service standard compliance
Recordkeeping strengths
Money handling abilities
POS systems expert
Administrative support
Good listening skills
Medical terminology knowledge
Fluent inTagalog
MS Windows Proficient
Well-versed in Salesforce, Avoka, Conceirge, Eclipse, Hogan, Fusion, and ACAPS system
Accomplishments
- 2017 TOP BANKER – US BANK
- 2018 LEGENDS OF POSSIBLE AWARDEE - US BANK
- 2018 US BANK WOMEN’S LEADERSHIP PROGRAM PARTICIPANT
Software
SALESFORCE
AVOKA
ECLIPSE
CONCEIRGE
FUSION
HOGAN
ACAPS
Certification
PHARMACY TECHNICIAN
Timeline
Personal Banker
Citi Bank
03.2020 - Current
Community Trust Private Client Representative
U.S. Bank
07.2019 - 03.2020
Pharmacy Technician
Walgreens
01.2019 - Current
Universal Banker
U.S. Bank
04.2016 - 07.2019
Assistant Manager
Advance America
03.2014 - 04.2016
Associate of Science - Accounting / Medical Informatics / Radiologic Tech
Volunteer State Community College
01.2014 - 01.2015
Teller
Bank Of America
07.2013 - 12.2013
Production Associate
Unipres
04.2012 - 07.2013
Temp Worker
Randstad
12.2011 - 03.2014
Shift Manager
McDonald's
12.2010 - 04.2012
Shift Lead
Taco Bell
01.2010 - 12.2010