Constance DeSorbo
Plantsville,CT
Summary
Diligent Banker with strong background in retail banking, excelling in customer service and financial transactions. Proven ability to foster client relationships and provide tailored banking solutions. Demonstrated expertise in account management and cross-selling banking products.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Office Assistant
Bj's Wholesale Club
12.2024 - Current
- Assisted in organizing office supplies and equipment, ensuring availability for daily operations.
- Supported team members with administrative tasks, enhancing overall workflow efficiency.
- Managed incoming calls and directed inquiries to appropriate personnel promptly.
- Maintained accurate filing systems and electronic records for easy access and retrieval.
Senior Universal Banker III
Liberty Bank
05.2019 - 08.2023
- Assisted clients with complex financial needs, providing tailored banking solutions.
- Evaluated and resolved customer inquiries efficiently, ensuring high-quality service delivery.
- Ensured adherence to anti-money laundering protocols through diligent verification of customer identification documents during account opening procedures.
- Assisted branch managers in exceeding sales goals through cross-selling and upselling various financial products.
- Collaborated with branch staff to identify business development opportunities, increasing overall revenue growth.
- Navigated challenging conversations with customers experiencing financial difficulties, offering compassionate guidance on debt management strategies and available assistance programs.
- Delivered exceptional customer service by consistently going above and beyond to address concerns or resolve issues, leading to increased client retention rates.
- Strengthened client relationships with proactive communication and follow-up on account inquiries, issues, or concerns.
- Balanced teller drawers and ATM cash.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Educated customers on online banking and mobile banking applications.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
Assistant Branch Manager
Farmington Bank/Peoples United Bank
01.2011 - 04.2019
- Cultivated relationships with clients, addressing inquiries and resolving issues promptly to enhance satisfaction.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Submitted loan applications to underwriter for verification and recommendation.
- Maintained friendly and professional customer interactions.
Senior Bank Teller/Assistant Store Manager
Southington Savings Bank/Banknorth/TD Bank
05.1983 - 01.2011
- Resolved complex customer inquiries efficiently, boosting satisfaction and fostering loyalty among clients.
- Delivered exceptional customer service during high-volume periods, effectively managing wait times and workloads.
- Maintained a balanced cash drawer with meticulous attention to detail, ensuring accuracy in all transactions.
- Participated in community outreach events on behalf of the bank, enhancing brand visibility and fostering goodwill within the local area.
- Contributed to the achievement of branch goals by actively participating in cross-selling initiatives and referral programs.
- Facilitated efficient account opening for new clients, guiding them through the process with clear explanations and documentation assistance.
- Demonstrated proficiency in operating various banking systems, ensuring seamless transaction processing for customers.
- Maintained a thorough understanding of bank products, services, and regulations, ensuring the ability to provide knowledgeable guidance to customers.
- Performed end-of-day reconciliation tasks accurately, contributing to smooth daily closeout procedures within the branch.
- Assisted branch management with audits and compliance requirements, maintaining an exemplary record of accuracy.
- Increased sales of bank products by proactively identifying customer needs and offering tailored solutions.
- Assisted customers with loan applications and document preparation, facilitating a streamlined approval process for borrowers.
- Resolved customer inquiries or issues promptly, escalating more complex situations to appropriate personnel when necessary.
- Cultivated lasting client relationships through exceptional interpersonal skills and personalized service.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Answered inquiries regarding checking and savings accounts and other related products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Introduced customers to other bank team members to help meet financial needs.
Education
No Degree -
American Institute of Banking (AIB)
Farmington,CT05-1990
Skills
- Customer service
- Positive attitude
- Dedicated team player
- Professional and mature
Certification
Accounting Certificate from American Institute of Banking
Timeline
Office Assistant
Bj's Wholesale Club
12.2024 - Current
Senior Universal Banker III
Liberty Bank
05.2019 - 08.2023
Assistant Branch Manager
Farmington Bank/Peoples United Bank
01.2011 - 04.2019
Senior Bank Teller/Assistant Store Manager
Southington Savings Bank/Banknorth/TD Bank
05.1983 - 01.2011
No Degree -
American Institute of Banking (AIB)
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