Danielle Monroe
Charlotte,NC
Summary
Dynamic professional with a proven track record at TD Bank, enhancing team productivity by over 30% through leadership and financial services support. Excelled in office administration and customer engagement, streamlining processes and fostering positive relationships. Skilled in database entry and verbal communication, adept at turning challenges into achievements.
Overview
2025
2025
years of professional experience
Work History
Office Administrator
Life Steps LLC
- Scheduled and organized daily operational tasks to optimize team performance.
- Delivered concise reports to management, ensuring alignment on project status.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Direct Support Professional
Bancroft Neurohealth
- Applied de-escalation techniques to manage challenging behaviors effectively.
- Monitored patients' conditions, reporting changes to healthcare professionals promptly.
- Employed communication skills to build trust and rapport with patients and families.
- Utilized assistive devices to support patients with mobility challenges.
- Maintained clean, safe, and well-organized patient environment.
- Documented progress notes thoroughly to track client achievements, concerns, or changes in behavior patterns that may need attention from the interdisciplinary team.
Direct Support Professional
P.i.l.o.t. Services
04.2019 - Current
- Applied de-escalation techniques to manage challenging behaviors effectively.
- Monitored patients' conditions, reporting changes to healthcare professionals promptly.
- Employed communication skills to build trust and rapport with patients and families.
- Utilized assistive devices to support patients with mobility challenges.
- Used electronic health record software to document patient interactions and care plans.
- Maintained clean, safe, and well-organized patient environment.
Bank Specialist
TD Bank
11.2018 - 01.2023
- Spearheaded community outreach initiatives aimed at promoting financial literacy and fostering positive relationships with local organizations.
- Streamlined loan application processes to expedite approvals and facilitate positive borrower experiences.
- Assisted clients with opening accounts, providing comprehensive explanations of available financial products and services.
- Facilitated seamless communication between departments for streamlined internal processes, leading to increased efficiency within the branch.
- Navigated sensitive situations involving customer complaints or disputes while maintaining a professional demeanor at all times.
- Mentored junior staff members on banking best practices, enhancing overall team performance and productivity levels.
- Ensured accurate record-keeping by diligently maintaining documentation of all transactions, audits, and client interactions.
Education
High School Diploma - Dance
Creative Arts Academy
Camden, NJ06.2012
Skills
- Time management
- Office administration
- Administrative support
- Database entry
- File organization
- Customer engagement
- Verbal communication
- Document management
- Bookkeeping
- Telephone reception
- Leadership and supervision
- Scheduling appointments
- Word processing
- Inbound phone call handling
- Budget support
- Financial services support
- Customer service
- Computer skills
- Teamwork and collaboration
- Documentation and reporting
Timeline
Direct Support Professional
P.i.l.o.t. Services
04.2019 - Current
Bank Specialist
TD Bank
11.2018 - 01.2023
Office Administrator
Life Steps LLC
Direct Support Professional
Bancroft Neurohealth
High School Diploma - Dance
Creative Arts Academy
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