Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction. Well-versed in industry regulations and asset protection strategies.
Overview
17
17
years of professional experience
Work History
Assistant Service Manager
Acura Of Milford
10.2022 - 08.2023
Met with customers to discuss service needs and offer available solutions.
Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
Met with customers to discuss service needs and develop effective and practical solutions.
Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
Staff Accountant
Robert Half & NovaMed Corp
11.2021 - 09.2022
Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
Relationship Banker
Peoples United Bank
12.2019 - 07.2021
Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Cultivated strong customer relationships by providing tailored advice and services.
Maintained in-depth product and service knowledge for well-informed customer advice.
Analyzed customers' financial information to deliver personalized account guidance.
Equities Investor
E*TRADE
08.2017 - Current
Managed personal portfolio.
Monitored market trends and developed strategies to capitalize on potential opportunities.
Performed and managed personal options trades.
Food Service Specialist
United States Army
02.2007 - 02.2013
Proved successful working within tight deadlines and a fast-paced environment.
Maximized performance by monitoring daily activities and mentoring team members.
Defined clear targets and objectives and communicated to other team members.
Skilled at working independently and collaboratively in a team environment.
Sales Manager/Retention Service to Sales at Open Road Acura Richmond/Acura RicmondSales Manager/Retention Service to Sales at Open Road Acura Richmond/Acura Ricmond