PROFESSIONAL SUMMARY
Overview
Work History
Education
Skills
Timeline

CARLA G. TOGLAN

Mass Bay Credit Union
Revere,MA
35
years of professional experience

Exceptional sales performances record. Consistently increased productivity and sales revenues in the sales positions resulting in recognition. Designed and implemented marketing and sales techniques responsible for generating new accounts; goal-directed and results oriented; able to decrease marketing expense while simultaneously increasing profits. Excellent written and verbal communication and strong people skills. Successfully managed and motivated employees stimulate maximum levels of sales achievement and provide high standards of service to customer/clients resulting in repeat business that expand profit margins. Originated, processed and close home equity loans and lines of credits, personal loans and lines of credits. Team player with self-motivation, initiative, and business savvy necessary to meet the challenges of today's competitive marketplace.

Work History

Call Center/Customer Service Representative

8 Years 8 Months
Mass Bay Credit Union | 02.2018 - Current
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Functions as a full-service member service rep providing accurate deposit, transfer, and disbursement services to members via telephone and/or electronic requests.
  • Researches and resolves routine issues or questions for members on accounts; and continuously monitors voice or email to ensure members' requests are met in a timely manner.
  • Process and close loan applications.

Branch Manager

13 Years 1 Month
Citizens Bank | 07.2002 - 08.2015
  • Managed Instore Branch that served as a training branch while driving sales and service.
  • Piloted New Incentive Program and New Customer Experience which is currently being utilized throughout the company.
  • Develop new deposit and loan business by participation in the community affairs which helps to increase the banks visibility to enhance new and existing business opportunities.
  • Responsible for the management of a branch with a deposit base $40 Million and customer base of $3000.

5 Years 9 Months
Settlement-Fleet Bank | 09.1996 - 06.2002
  • Process and proof teller transactions that were out of balance before midnight.

Sales Associate

4 Years 10 Months
Lechmere Department Store | 08.1991 - 06.1996
  • Greet customers in a courteous, friendly, and processional manner using agreed upon procedures.
  • Demonstrate and sold exercise equipments to customers, also offered and sold extended warrantees for each piece of equipment sold.
  • Offer and sold credit cards to customer with a 10 percent discount on first purchase.
  • Helped customers with questions, problems and complaints in person and via telephone.
  • Developed positive customer relationships through friendly greetings and excellent service.
  • Trained and served as a peer coach for new sales associates.

Education

Associate of Science - Business Administration Accounting

Devonport Business College

Skills

Coaching
Sales
Telephone Communication
Policy Compliance
Budgeting
Staff Management
Effective Relationship Building
Department Policies and Procedure Implementation
Prospecting Clients
External Communications
Team Leadership
Goals and Performance
Loans/Mortgage/Credit Cards

Timeline

Call Center/Customer Service Representative

Mass Bay Credit Union
02.2018 - CurrentRead More

Branch Manager

Citizens Bank
07.2002 - 08.2015Read More

Settlement-Fleet Bank
09.1996 - 06.2002Read More

Sales Associate

Lechmere Department Store
08.1991 - 06.1996Read More

Devonport Business College

Associate of Science from Business Administration Accounting
Read More
CARLA G. TOGLAN