Danielle Joslyn
Swanzezy,NH
Summary
Enthusiastic and eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Able to self motivate to complete the tasks at hand with prioritization and always willing to take on more and learn with a very open mind and positive attitude. Motivated to learn, grow and excel in the BSA Compliance department.
Overview
9
9
years of professional experience
Work History
Senior CDD/EDD Analyst
People's United Bank
03.2021 - Current
- Assist in conducting CDD reviews on prospects and new/existing customers in accordance with Bank’s policies and procedures
- Communicate effectively with peers, front-line and management when requesting information or documentation and addressing concerns or findings via RFI forms, email, and phone conversation
- Presented cases with high risk properties to BSA Management
- Assist with Negative News alerts/cases
- Assist with DOEP Cases
- Assist with FIU Alerts
- Assist analysts with answering questions, reviewing cases, and approving NAICS code changes.
- Assist with Special Projects when needed
- Assist with cases that were needed to be completed promptly
- Able to take on a new role and assist while working from home and adjusting to transitioning to M&T Bank
- Completed over 3 CRR Reviews for a daily average
CDD/EDD Analyst
People's United Bank
01.2018 - 03.2021
- Completed reviews for customer's posing high risk to bank for both periodic and new entrant customers.
- Received exceptional feedback and exceeded daily goal for analyst
- Assisted with DOEP customers
- Assisted with Hybrid Cases
- Always met and achieved the daily goal of 3 Cases completed
Customer Service Specialist
Fairfield's Cadillac Buick Gmc
09.2013 - 01.2018
- Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
- Answered incoming calls, emails and texts per day, addressing customer inquiries, and providing product information.
- Scheduled appointments for both sales and service customers
- Cold Calls for vehicle sales or service retails
- Applied basic sales strategy to engage customers and present solutions to suit individual needs.
- Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
- Surpassed performance goals by approaching interactions with resourcefulness, organization and customer-centric solutions.
Education
High School Diploma -
Monadnock Regional High School
Swanzey NH06.2013
Skills
- Flexible & Adaptable
- Responsible
- Collaboration
- Conflict Resolution
- Self-motivated professional
- Good listening skills
- Active Listening
- Organization and Time Management
Timeline
Senior CDD/EDD Analyst
People's United Bank
03.2021 - Current
CDD/EDD Analyst
People's United Bank
01.2018 - 03.2021
Customer Service Specialist
Fairfield's Cadillac Buick Gmc
09.2013 - 01.2018
High School Diploma -
Monadnock Regional High School
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