Summary
Overview
Work History
Education
Skills
Accomplishments
Volunteer
Timeline
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CRAIG DACOSTA

Summary

Hardworking and passionate professional with 2 years of Windows and Doors experience. Looking to secure a position at ABC Supply Co. Inc as Windows and Doors Estimator/Takeoff Specialist. Organized and dependable individual successful at managing multiple priorities with a positive attitude. I am motivated to learn, grow and excel with ABC Supply Co. Inc.

Overview

11
11
years of professional experience

Work History

Sale Consultant

WindowRama
08.2021 - Current
  • Guide Contractors and Homeowner through the process of selecting the best Windows and Door for home remodeling and new construction project.
  • Conduct takeoffs for Windows and Door blueprints.
  • Set appointment for Homeowner for home installation project.
  • Visit construction job sites to get correct measurements of windows and doors from contractors and homeowners.

Agent

New York Life Insurance Co
02.2020 - 08.2021
  • Interview with prospective clients via zoom and in person to gather information about them.
  • Provide advice to client and recommend insurance products.
  • Submit application for life Insurance policy and follow up with client throughout underwriting process.
  • Expand client base through referrals, events, leads purchase and walking door-to-door.
  • Managed over 25 calls per day to potential clients.

Bank Associate

Provident Bank
04.2016 - 02.2020
  • Process teller transactions and surveys transaction activities for any suspicious or unconventional occurrences for further investigation.
  • File Currency Transaction Report (CTR) when required.
  • Open deposit accounts such as checking, savings and CD and conduct KYC due diligence while opening account.
  • Work collaboratively with AML/compliance team to stop suspicious activity.
  • Monthly and weekly audit of vault and ATM cash.
  • Executed wire transfers, stop payments and account transfers.

Universal Banker

PNC Bank
05.2014 - 04.2016
  • Proactively meet with clients either in-person or by phone to build lasting relationships, discover financial needs and tailor product and service recommendations.
  • File Currency Transaction Report (CTR) when required.
  • Open deposit accounts such as checking, savings and CD and conduct KYC due diligence while opening account.
  • Process teller transactions and surveys transaction activities for any suspicious or unconventional occurrences for further investigation.
  • Work collaboratively with AML/compliance team to stop suspicious activity
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.

Personal Banker

JPMorgan Chase Bank
10.2012 - 05.2014
  • Build lasting relationships with clients, discover financial needs and tailor product and service recommendations.
  • File Currency Transaction Report (CTR) when required.
  • Open deposit accounts such as checking, savings and CD and conduct KYC due diligence while opening account.
  • Submit loan application and loan closing documents.
  • Partner with specialists (Financial Advisors, Business banker and Loan Officers) to connect customers with experts who can help them with specialized financial needs.
  • Work collaboratively with AML/compliance team to stop suspicious activity.

Education

Bachelor Degree - Finance

Kean University
Union, NJ

Skills

  • Good communication skills
  • Problem-solving skills
  • Microsoft office (Excel/Work/Powerpoint)
  • Customer Service experience
  • Detail oriented
  • Ability to multi-task

Accomplishments

    Career Life Success Award, New York Life Insurance company

Volunteer

Table Of Hope Food Pantry

Timeline

Sale Consultant

WindowRama
08.2021 - Current

Agent

New York Life Insurance Co
02.2020 - 08.2021

Bank Associate

Provident Bank
04.2016 - 02.2020

Universal Banker

PNC Bank
05.2014 - 04.2016

Personal Banker

JPMorgan Chase Bank
10.2012 - 05.2014

Bachelor Degree - Finance

Kean University
CRAIG DACOSTA