Versatile Universal Banker, knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, daily branch operations,transfers and banking product needs. Brings excellent communication and sales skills combined with open and upbeat nature.
Overview
20
20
years of professional experience
Work History
Universal Banker
Leader Bank N.A
Burlington, MA
07.2022 - Current
Provided customer service to clients by answering questions, resolving complaints and processing transactions.
Contributed to the process of opening business accounts, checking and savings accounts as well as CDs
Contributed to daily operations of the branch, ensuring effective client outreach and timely follow-up on sales leads.
Implemented strategies to consistently reach and surpass branch sales goals.
Assisted in the training and onboarding of new team members.
Developed and fostered strong client relationships to enhance satisfaction and loyalty
Teller
Reading Co-operative Bank
Lynn, MA
09.2021 - 07.2022
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Verified customers' identification to ensure compliance with laws and regulations.
Balanced cash drawers on a daily basis.
Provided exceptional customer service while accurately processing routine transactions.
Assisted customers in opening new accounts and completing required paperwork.
Answered customer inquiries regarding bank products and services.
Handled large volumes of currency quickly and accurately with minimal errors.
Identified opportunities to refer customers to other areas of the bank for additional services.
Manager
New Angkor Thom Market
Lynn, MA
08.2004 - 09.2020
Developed and implemented store policies and procedures to ensure customer satisfaction.
Monitored inventory levels and stock shelves with new merchandise.
Managed staff, ensuring that duties were completed in a timely manner.
Implemented new methods for reducing shrinkage and increasing profitability.
Tracked sales data and identified trends in order to adjust pricing accordingly.
Resolved customer complaints in a courteous and professional manner.
Reviewed purchase orders for accuracy before submitting them for processing.
Coordinated efficient restocking of grocery merchandise to meet customer needs and promote consistent sales.
Education
Associate of Science - Fashion Merchandising
Baystate College
Boston, MA
05-2003
High School Diploma -
Revere High School
Revere, MA
06-2001
Skills
Sales
Customer Service
Branch operations
Portfolio Management
Document Preparation
Client Relationship
Accomplishments
April employee of the month
Timeline
Universal Banker
Leader Bank N.A
07.2022 - Current
Teller
Reading Co-operative Bank
09.2021 - 07.2022
Manager
New Angkor Thom Market
08.2004 - 09.2020
Associate of Science - Fashion Merchandising
Baystate College
High School Diploma -
Revere High School
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