Summary
Overview
Work History
Education
Skills
Community Involvement
Certifications
Timeline
Generic

Cara Coté

Venice,FL

Summary

Customer-focused and results-driven banker with 5 years of experience in managing client relationships, understanding financial needs, and delivering personalized banking solutions. Skilled in problem-solving, communication, and providing exceptional customer service, with a strong commitment to building long-term customer loyalty. Eager to transition into a CRM position, bringing a solid understanding of customer engagement and an eagerness to learn CRM systems and tools. Passionate about leveraging data to enhance customer experiences, improve retention, and contribute to business growth. Ready to apply my banking knowledge and relationship-building skills to help optimize customer journeys and drive success in a CRM role.

Overview

5
5
years of professional experience

Work History

Social Media Manager/Community Manager

Facebook
Venice, Florida
04.2023 - Current
  • Managed a Facebook group of over four thousand members. The purpose of the Venice Girls Facebook group is to bring women in the Venice area together to foster community, support one another, and share resources and experiences. It serves as a space for women to connect, collaborate, and uplift each other, promoting a positive and inclusive environment.
  • Partnered with local businesses/brands for collaborations, promotions, and sponsorships to add value to the group and enhance its offerings.
  • Organized virtual and offline events for members, improving engagement and strengthening community ties.
  • Monitored group analytics to track engagement, identify trends, and refine strategies for growth. Provided regular reports on key metrics like post reach, interaction rates, and member satisfaction.
  • Responded to member queries, resolved issues, and maintained a high level of satisfaction through personalized interactions, helping to build trust and loyalty within the group.
  • Developed and executed content plans, including posts, events, and polls, to drive engagement and maintain active participation. Increased group interaction and user-generated content by [percentage or other measurable outcome].

Personal Banker

Crews Bank & Trust
Venice
02.2022 - Current
  • Responded promptly to customer emails, phone calls and requests for information.
  • Provided guidance on how best to utilize online banking tools for maximum benefit.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Promoted additional bank services through personal contact with customers.
  • Collaborated with internal departments when necessary.
  • Developed and maintained strong relationships with clients to ensure satisfaction of their banking needs.
  • Participated in marketing initiatives designed to increase visibility of bank products and services within the community.
  • Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.
  • Attended networking events in order to build relationships with potential clients.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Member Service Representative

Align Credit Union
Danvers, Massachusetts
12.2021 - 02.2022
  • Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
  • Processed loan applications and documented loan decisions according to policy requirements.
  • Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
  • Consulted with customers regarding needs and addressed concerns.
  • Enhanced member relationships by providing excellent service during each interaction.
  • Assisted colleagues with tasks as needed during peak times of activity.
  • Presented and explained services and products to meet member needs.
  • Reviewed new account applications to verify eligibility of prospective members.
  • Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
  • Presented existing and prospective customers with valuable service or product information to aid in decision-making.

Teller Supervisor

Align Credit Union
Danvers
10.2020 - 12.2021
  • Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
  • Monitored teller performance, providing feedback and coaching to improve efficiency and service quality.
  • Conducted performance reviews of tellers, providing feedback on areas of strength and opportunities for improvement.
  • Conducted regular audits of teller drawers and bank vault to ensure compliance with regulatory requirements.
  • Promoted a culture of teamwork and continuous improvement among teller staff.
  • Developed and implemented strategies to ensure customer satisfaction and meet service standards.
  • Developed and maintained strong relationships with customers, promoting bank loyalty and retention.
  • Ensured compliance with all bank policies, procedures, and regulatory requirements through consistent teller training and audits.
  • Identified training needs for tellers, created learning materials, and conducted regular training sessions.
  • Liaised between bank branches regarding best practices and operations.

Teller

Brookeline Bank
Essex, Massachusetts
02.2020 - 10.2020
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Built and maintained client relationships through quality, personalized interactions.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Explained account information to customers in detail as needed.

Education

Associate of Science - Business Administration And Management

North Shore Community College
Danvers, MA
06-2021

High School Diploma -

Covenant Christian Academy
West Peabody, MA
06-2016

Skills

  • Timeline preparation
  • Branding support
  • Analytics reporting
  • Social media management
  • Customer service and relationship building
  • Strategic planning
  • Attention to detail
  • Interpersonal skills
  • Networking and relationship building
  • Cross-selling tactics
  • Schedule management

Community Involvement

  • Leadership Venice Graduate
  • Vice President of Rotary Club at Wellen Park
  • Volunteers with United Way
  • Volunteers with Venice Main Street
  • Volunteers with Venice High School

Certifications

  • Cash Flow Analysis
  • Florida Notary
  • NMLS # 2139115

Timeline

Social Media Manager/Community Manager

Facebook
04.2023 - Current

Personal Banker

Crews Bank & Trust
02.2022 - Current

Member Service Representative

Align Credit Union
12.2021 - 02.2022

Teller Supervisor

Align Credit Union
10.2020 - 12.2021

Teller

Brookeline Bank
02.2020 - 10.2020

Associate of Science - Business Administration And Management

North Shore Community College

High School Diploma -

Covenant Christian Academy

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Cara Coté