Results-oriented banking professional with expertise in financial products, regulatory compliance, and customer service. Strong decision-making and risk management capabilities enhance client relationships and drive operational efficiency. Committed to improving customer satisfaction and eager to embrace new challenges. Demonstrates adaptability and exceptional interpersonal skills in dynamic environments.
Overview
7
7
years of professional experience
Work History
Regional Banker/Wire Associate
Webster Bank
Hartford, CT
08.2021 - 06.2026
Provided expert advice on financial products and services to customers.
Collaborated with team members to streamline branch processes and improve efficiency.
Managed daily banking operations and customer transactions effectively.
Conducted risk assessments to ensure adherence to banking policies.
Helped customers understand and use mobile applications and online banking.
Provided exemplary customer service to enhance client satisfaction.
Facilitated banking transactions, maintaining compliance with regulations.
Conducted thorough investigations to resolve discrepancies in accounts.
Employed problem-solving techniques to address challenges swiftly.
Resident Service Coordinator
Ellington housing Authority/Millennium Realty
07.2020 - 07.2021
Advocated for clients to secure renters rebate and energy assistance benefits.
Managed resident applications and ensured accurate documentation processing.
Developed communication materials to inform residents about housing policies and updates.
Collaborated with local agencies to support resident needs and resources access.
Monitored property compliance with housing regulations and safety standards.
Provided emotional support for residents struggling with mental health issues.
Collaborated with other staff members to ensure the safety of each resident.
Monitored changes in residents' physical condition or behavior patterns.
Reported any incidents or accidents according to facility protocols.
Conducted activities to enhance community engagement and support services.
Assisted residents in locating essential services and resources.
Maintained detailed case notes to track client progress and service outcomes.
Case Manager
My Sisters Place
Hartford, Ct
08.2019 - 07.2020
Provided case management services including intake, assessment, crisis intervention, advocacy, referral and monitoring of families.
Coordinated client assessments to identify needs and develop tailored service plans.
Monitored client case progress and adjusted plans to align with evolving needs.
Provided crisis intervention and support during critical situations for clients.
Advocated for clients to prioritize rights and needs, ensuring access to essential services.
Facilitated multidisciplinary meetings to ensure comprehensive support for clients.
Counseled clients on community resources to enhance support and meet individual needs.
Monitored residents in supportive housing to ensure safety and well-being.
Documented case notes and maintained accurate client records in the system.
Mentored and educated individuals to promote personal development.
Education
Bachelors of Arts - Psychology
Argosy University
Orange, Ca
01-2018
Associates Degree - science in Human Services
Quinebaug Valley Community College
Willimantic, CT
01-2014
Cosmetology Program Degree - State License
Creative School of Hairdressing
Manchester, CT
01-1992
Skills
Financial advising
Risk analysis
Customer support
Case handling
Accurate documentation
Organizational skills
Detail orientation
Administrative skills
Problem-solving
Team collaboration
Leadership skills
Effective communication
Interpersonal communication
Conflict management
Training programs
Volunteer Experience
CCAR, Willimantic, CT, Outreach calls, Resume writing with clients, Job search with clients