Brittney Santoro
New Carlisle,IN
Summary
Organized financial professional with 4 years experience aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.
Overview
13
13
years of professional experience
Work History
Personal Banker II
Fifth Third
Stevensville, Michigan
02.2018 - Current
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promote financial products by maintaining excellent service offering knowledge.
- Work closely with management to strategize sales techniques to increase branch production and customer service.
- Balance cash drawers and vault accounts on daily basis.
- Establish new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Maximize revenue through improved sales techniques and branch productivity.
- Create memorable customer experiences by maintaining and enhancing relationships in assigned book of business through proactive outreach efforts.
- Use of consultative approach with current or prospective customers to uncover and identify their needs.
- Work collaboratively with internal partners to ensure customers needs are met
Optician
Smoke Vision Care
Buchanan, Michigan
04.2014 - 02.2018
- Contacted patients when eyeglasses or contact lenses arrived in store and assisted with final fitting.
- Operated lensometer to orient and mark uncut lenses for eyeglasses.
- Measured patients' faces for bridge, eye size and temple length to select comfortable frames.
- Calibrated seg heights, vertex and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
- Applied sales and service expertise to promote contacts, glasses, sunglasses and accessories to office customers.
- Maintained thorough records of customer information, prepared detailed work payments, processed insurance claims and collected balances from customers.
- Educated clients about how to adapt to, wear and care for eyeglasses.
Dental Office Manager
Universal Dental
Chicago, Illinois
02.2009 - 04.2014
- Achieved revenue goals with successful management of patient scheduling, receivables and miscellaneous operations expenses.
- Executed operational standards flawlessly in full compliance with established policies, procedures and government regulations.
- Managed office within budget guidelines for clerical and auxiliary supply purchases, equipment upgrades and labor costs.
- Recruited, hired and developed office teams to offer best-in-class patient care.
- Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation.
- Increased and stimulated new patient growth by supporting sales, marketing and promotional programs.
- Reviewed flash reports, prepared bank deposits and posted daily revenues to stay on top of administrative demands.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
High School Diploma -
Richards High School
Oak Lawn, IL06.2005
Skills
- Partnership Management
- Teller Auditing
- Customer Service
- Issue Resolution
- Cross-Selling and Upselling
- Banking Policies and Procedures
- Loss Mitigation
- Attention to Detail
- Financial Product Knowledge
- Financial Advisement
Timeline
Personal Banker II
Fifth Third
02.2018 - Current
Optician
Smoke Vision Care
04.2014 - 02.2018
Dental Office Manager
Universal Dental
02.2009 - 04.2014
High School Diploma -
Richards High School