Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

David Pierre

Indianapolis,IN

Summary

A multilingual professional adept at building and maintaining strong customer relationships, leveraging excellent interpersonal skills to foster customer loyalty and generate positive word of mouth referrals, contributing to enhanced business growth and reputation. A proven track record at PNC Bank, as a banker excelling in financial product sales and customer relationship management. Recognized for enhancing client satisfaction through tailored solutions and achieving sales targets. Adept at analyzing financial data and fostering teamwork, driving branch performance and operational efficiency.

Professional banker with strong background in financial services and customer relationship management. Proven ability to deliver high-impact results through effective team collaboration and adaptive problem-solving. Expertise in client consultations, account management, and risk assessment. Reliable, flexible, and focused on achieving organizational goals.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Branch Banker

PNC Bank
11.2024 - Current
  • Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
  • Assisted customers with account opening procedures as well as ongoing maintenance requests such as address changes or periodic account reconciliations.
  • Improved customer satisfaction by providing personalized banking solutions and efficient service.
  • Increased operational efficiency by streamlining workflows; identifying areas for improvement within the branch''s systems or processes.
  • Mentored junior bankers, fostering professional growth and development through coaching sessions.
  • Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
  • Strengthened client relationships, offering tailored financial advice to meet individual needs.
  • Optimized branch performance by analyzing key metrics and implementing targeted action plans.
  • Developed new business opportunities through participation in community events, networking, and referrals from satisfied customers.
  • Collaborated with cross-functional teams to streamline processes and enhance overall performance.
  • Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Championed customer retention efforts, addressing concerns promptly and effectively resolving issues.
  • Successfully resolved escalated customer complaints resulting in improved reputation management and retention rates.
  • Managed branch operations for seamless transactions and excellent customer experiences.
  • Implemented sales strategies for the promotion of various banking products and services.
  • Maintained strict adherence to internal audit protocols ensuring full compliance in all aspects of branch operations including security measures related to vault access controls and dual control procedures.
  • Increased company revenue [Number]% by selling various investment products.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Investigated and resolved account issues by offering applicable options to customers.
  • Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
  • Helped customers prepare documents required to complete transactions and process requests.
  • Opened new accounts and made changes to existing accounts.
  • Supported tellers by processing transactions involving money orders, cashiers checks and payments.
  • Identified customer desires and goals through needs-based sales tactics.
  • Worked with diverse product development teams to create software for qualitative structured solutions to validate and model emerging markets.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Developed strategic plans for day-to-day financial operations.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Utilized financial software to prepare consolidated financial statements.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.

Relationship Banker

Bank of America
04.2023 - 09.2024
  • Adapted products and services to suit customers' changing financial circumstances.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Facilitated financial planning workshops, empowering clients with knowledge to make informed decisions.
  • Collaborated with team to meet and exceed quarterly sales targets for financial products.
  • Enhanced client understanding of different banking products through clear and concise communication.
  • Spearheaded client feedback initiative that led to significant improvements in service delivery.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Enhanced client trust and loyalty by providing personalized financial advice and solutions.
  • Achieved high levels of client acquisition through effective networking and referral strategies.
  • Conducted comprehensive needs assessments to tailor banking products effectively to individual client requirements.
  • Pioneered digital banking tutorial for clients, facilitating shift towards digital platforms.
  • Implemented new CRM software to better track client interactions and needs.
  • Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
  • Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Assisted clients in navigating complex banking services, making their banking experience smoother.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Streamlined account opening processes, reducing wait times and improving overall client experience.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Provided customers with additional information regarding account services.
  • Reconciled customer accounts and balanced daily transactions.
  • Collected customer information and completed new account forms.
  • Responded to customer inquiries regarding new accounts and account services.
  • Explained account terms and conditions to customers.

Stower

Amazon Fulfillment Warehouse
08.2022 - 10.2022
  • Expedited the stowing process for high-priority shipments, ensuring timely delivery to customers.
  • Inspected items for any damages and reported discrepancies to supervisor.
  • Optimized storage space utilization through strategic placement of items based on size, weight, and frequency of use.
  • Arranged merchandise according to company standards to maintain tidy and organized stockroom.
  • Fostered positive relationships with colleagues across various departments through respectful communication practices that facilitated seamless interdepartmental coordination.
  • Coordinated with team members to identify and resolve bottlenecks in stowing process, enhancing overall efficiency.
  • Separated damaged items from functional ones before placing on shelves.
  • Organized and restocked shelves periodically to maintain stock availability.
  • Utilized handheld devices to accurately track inventory movements, ensuring real-time data accuracy.
  • Safely stacked items to maximize space within acceptable safety limits.
  • Proactively identified areas for improvement within the stowing process by observing trends in errors or inefficiencies among team members.
  • Actively participated in team meetings to discuss progress, address concerns, and collaboratively develop strategies for ongoing improvement in stowing processes.
  • Used hand trucks and pallet jacks to safely move items to designated areas.
  • Assisted in developing safety protocol for stowing activities, leading to reduction in workplace accidents.
  • Reduced errors in stowed items through meticulous attention to detail and adherence to company guidelines.
  • Collaborated with quality control team to identify and isolate defective items, maintaining integrity of inventory.
  • Delivered consistent results in line with company standards by following established operating procedures and demonstrating a strong work ethic.
  • Improved team productivity with effective communication, collaboration, and problem-solving skills.
  • Adapted to various storage techniques to optimize space utilization in warehouse.
  • Improved team morale and productivity with consistent support and collaboration during peak hours.

Patient Access Representative

Franciscan Health Indianapolis
10.2021 - 07.2022
  • Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
  • Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.
  • Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
  • Facilitated smooth billing processes by verifying insurance eligibility, obtaining authorizations, and accurately entering claim details into the system.
  • Assisted with administrative tasks such as filing, data entry, and report generation to support streamlined office operations.
  • Reduced financial loss through diligent monitoring of outstanding balances and proactive collection efforts with patients and insurers.
  • Developed proficiency in various healthcare software programs for accurate documentation of patient encounters and streamlined workflows within the department.
  • Managed challenging situations effectively by remaining calm under pressure while resolving conflicts or addressing dissatisfied patients professionally.
  • Contributed to a positive work environment by fostering strong relationships among colleagues, promoting teamwork, and sharing best practices.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices in patient access services.
  • Enhanced overall patient experience with empathetic communication and thorough explanations of insurance benefits and coverage.
  • Streamlined patient registration processes by implementing efficient data collection methods and reducing wait times.
  • Demonstrated excellent problem-solving skills by identifying potential bottlenecks within the registration process and implementing effective solutions to address them.
  • Improved patient satisfaction scores by actively addressing concerns and providing prompt assistance during the check-in process.
  • Stayed calm under pressure to and successfully dealt with difficult situations.
  • Increased efficiency in managing high call volumes by developing effective phone triage techniques for prioritizing urgent matters.
  • Enhanced departmental collaboration by regularly liaising with medical, nursing, and administrative staff on pertinent patient matters.
  • Maintained accurate patient records, contributing to a well-organized database for seamless information access across departments.
  • Collaborated with healthcare providers to ensure timely appointment scheduling and coordinated follow-up care for patients'' needs.
  • Supported medical staff by coordinating diagnostic testing appointments, lab results retrieval, and necessary referrals in a timely manner.
  • Streamlined appointment scheduling for optimal clinic flow, reducing wait times significantly.
  • Achieved high levels of accuracy in patient data entry, minimizing errors and enhancing record reliability.
  • Supported clinical staff by preparing accurate patient documentation and records ahead of appointments.
  • Enhanced patient experience, ensuring welcoming environment from first point of contact.
  • Contributed to revenue cycle improvements by identifying and rectifying billing discrepancies.
  • Maintained high standards of confidentiality and privacy, strictly adhering to HIPAA regulations.
  • Enabled better patient care with thorough pre-visit preparations and clear communication of patient needs.
  • Strengthened relationships with insurance providers, facilitating swift resolution of coverage queries.
  • Optimized resource allocation by effectively managing patient flow and scheduling.
  • Improved operational efficiency, organizing patient documentation and streamlining access to information.
  • Ensured seamless operation of front office, efficiently handling multiple administrative tasks simultaneously.

Patient Transporter

UNC Health, Chapel Hill
03.2020 - 09.2021
  • Performed vehicle safety checks before transporting patients to avoid delays and manage wear and tear.
  • Warmly greeted patients and visitors and made each feel welcome.
  • Collaborated with CNAs, nurses, and physicians to maintain stability during transport and facilitate event-free transport.
  • Maintained confidentiality of patient data and condition to safeguard health information.
  • Assisted patients in using oxygen tanks and other medical equipment to manage smooth transition from hospital to designated location.
  • Communicated with patients, family members and healthcare staff to coordinate transportation schedules.
  • Assisted patients in moving out of beds, wheelchairs, stretchers, or medical transport vans.
  • Transported patients to testing and treatment units, operating rooms and other areas using moveable beds, wheelchairs, and stretchers.
  • Maintained strong professional relationships with colleagues across various departments, promoting teamwork for efficient patient care delivery.
  • Reduced transport times for critical care patients by optimizing routes and coordination.
  • Promoted culture of safety within patient transport team through regular training sessions.
  • Boosted team morale and performance by initiating recognition programs for outstanding service in patient transport.
  • Enhanced patient comfort by providing compassionate care and timely transportation.
  • Supported clinical staff during emergencies as needed, showcasing adaptability and commitment to overall hospital goals.
  • Upheld strict confidentiality standards regarding patient information in adherence with HIPAA regulations.
  • Improved patient comfort and safety with meticulous adherence to transport protocols.
  • Increased departmental efficiency, adopting new technologies for transport tracking.
  • Provided essential life support measures in transit, when necessary, for patient stability.
  • Contributed to a safe environment for all individuals within the hospital by adhering to established safety policies and procedures at all times.
  • Improved departmental communication, ensuring clear transport information exchange among staff.
  • Participated in emergency drills, enhancing preparedness for patient transport under critical conditions.
  • Acted as an advocate for patients'' needs while being transported around the facility, ensuring their dignity was preserved at all times.
  • Streamlined transport request processing, facilitating quicker responses to patient needs.
  • Enhanced patient and staff satisfaction with friendly and professional demeanor during interactions.
  • Ensured timely arrival for appointments, managing patient transport schedules efficiently.

Maintenance Technician Crew Leader

Labor Panes
02.2018 - 02.2020

Greeting customer when arrived on site if customer is present, reviewing initial concern with client for confirmation, and inquire for possible additional issues the customer may have not thought or known about when the initial request was placed.

We mainly did gutter installation, re-installation, gutter and roof cleaning using varied hand and power tools to complete repairs.

Trained new employees on proper use and care of tools, machinery, and safety protocols.

we also;

  • pressure washed commercial buildings and residential homes, sidewalks, screened in porches, driveways, decks, etc.
  • Collaborated with team members to complete larger repair projects efficiently.
  • Handled delicate surfaces with care, preventing damage while achieving thorough cleaning results.
  • Provided exceptional customer service by addressing concerns promptly and professionally.
  • Reduced water usage through effective use of cleaning agents and efficient nozzle adjustments.
  • Collaborated with team members to complete large-scale projects within specified timeframes.
  • Delivered timely and efficient pressure washing services for commercial and residential clients, resulting in high customer satisfaction.
  • Demonstrated strong attention to detail in all aspects of work, resulting in high-quality outcomes for clients.
  • Utilized eco-friendly cleaning agents whenever possible, minimizing environmental impact without sacrificing effectiveness.
  • Maintained safe working conditions by adhering to company safety protocols and guidelines.
  • Used scrapers, brushes and cleaners to eliminate layered on dirt, mud, or debris.
  • Inspected washing tools, equipment, and materials daily for damage or needed repairs.
  • Educated clients on proper care techniques for maintaining their freshly cleaned surfaces.
  • Increased overall productivity by implementing time-saving strategies during the cleaning process.
  • Promoted business growth through word-of-mouth referrals from satisfied customers, generating repeat business opportunities.
  • Answered customer questions on pricing, products, procedures, and materials used.
  • Performed accurate assessments of job requirements, providing precise quotes for customers.
  • Improved equipment functionality by conducting regular maintenance checks and repairs.
  • Enhanced safety measures by performing routine inspections and identifying potential hazards.
  • Contributed to a safer work environment, promptly addressing any identified hazards or concerns.
  • Successfully completed complex repair tasks within tight deadlines, minimizing disruptions to daily operations.
  • Reduced downtime by quickly diagnosing and resolving technical issues on machinery.

French Medical Interpreter

GoT&T Language Services
03.2017 - 02.2018
  • Converted written materials from one language to another such as books, publications or web pages.
  • Maintained strict confidentiality, adhering to HIPAA guidelines while handling sensitive medical information during the interpretation process.
  • Provided cultural competency training for healthcare providers to foster improved communication and understanding with diverse patient populations.
  • Adapted quickly to various settings within the hospital environment – from emergency rooms to outpatient clinics – providing consistent high-quality language support regardless of location.
  • remaining constant with the client as they navigate through their daily life and interact with people, patients, doctors and other medical professionals.
  • Supported healthcare professionals in delivering accurate diagnoses by effectively interpreting detailed medical histories from non-English speaking patients.
  • Equipped healthcare providers with cultural information to promote appropriate provision of health services.
  • Collaborated with the clinical team to ensure seamless patient care, streamlining communication processes, and reducing misunderstandings.

Haitian Creole Interpreter

Lobo Workplace Solutions
01.2016 - 01.2018
  • I was assigned to a specific patient at a mental hospital to help facilitate communication between her and the other patients, doctors and other medical professionals as well as creating an inclusive environment.
  • Bridged cultural gaps within communities through participation in local outreach programs aimed at fostering understanding among diverse populations.
  • Used knowledge of accepted ethical guidelines to interpret confidential and sensitive information.
  • Provided cultural input to speakers to help parties who did not speak similar languages communicate with and understand one another.
  • Maintained message content, tone, and emotion as closely as possible.
  • Assisted in the successful completion of various business projects by providing language support during meetings and presentations.
  • Provided oral interpretations for clients during special events, successfully maintaining pace with native speakers to deliver real-time comprehension.
  • Utilized active listening skills and cultural sensitivity to convey accurate interpretations.
  • Enabled timely delivery of services to non-English speaking customers by translating written documents accurately and efficiently.
  • Interpreted remotely through video conferencing or phone to facilitate communication between parties unable to meet in person.

Interpreter for Various Organizations

US Marines Corps
01.2010 - 04.2015
  • Provided oral interpretations for clients during special events, successfully maintaining pace with native speakers to deliver real-time comprehension.
  • Contributed to increased customer satisfaction by addressing client concerns through professional interpretation services.
  • Ensured compliance with industry standards and best practices by maintaining up-to-date knowledge of relevant terminology and concepts.
  • Aided immigration processes for clients seeking citizenship status, interpreting interviews and assisting with document preparation when necessary.

Medical Interpreter

Family Health Ministries
01.2010 - 01.2015
  • Interpreted services to families during process of scheduling initial visit and coordination of ongoing treatment.
  • Created new text in target language to reproduce content and style of original text.
  • Served as a liaison between hospital administration and non-English speaking patients, resolving any potential communication barriers that could impact care delivery.
  • Translated documents about treatment directions and helped non-English speaking patients fill out medical forms.

Education

High School Diploma -

Lycee National D'haiti
Port-au-prince

No Degree - Language Interpretation And Translation

Duke University
Durham, NC
01-2016

Bachelor - Bible Studies

Source of Grace School Of Theology
Port-au-prince
06-2015

Skills

  • multilingual
  • Insurance sales
  • Cash handling proficiency
  • Credit analysis
  • Loan processing
  • Teller support
  • Financial planning
  • Retirement planning
  • Budgeting assistance
  • Financial product sales
  • Banking software navigation
  • Debt counseling
  • Transaction monitoring
  • Cash handling and management
  • Sales tactics
  • Customer relationship management
  • Product presentation
  • Branch operations
  • Account monitoring
  • Data processing
  • Account updates
  • Banking regulations
  • Banking document preparation
  • Cash balancing
  • Client onboarding
  • Financial product analysis
  • Credit assessment
  • Financial regulatory compliance
  • Banking product sales
  • Transactions
  • Bank services
  • Teamwork
  • Teamwork and collaboration
  • Willing to learn
  • Customer service
  • Problem-solving
  • Time management
  • Prioritizing and planning
  • Team building leadership
  • Excellent communication
  • Multitasking Abilities
  • Attention to detail
  • Adaptability and flexibility
  • Self motivation
  • Decision-making
  • Team collaboration
  • Effective communication
  • Active listening
  • Customer relationship development
  • Reliability
  • Financial analysis and reporting
  • Planning and coordination
  • Operations management
  • Recruitment and hiring
  • Relationship building
  • Analytical thinking
  • Task prioritization
  • Workflow coordination
  • Analytical skills
  • Critical thinking
  • Client relationship management
  • Time management abilities

Accomplishments

  • Supervised team of 3 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of PNC in the development of ELEVATE project.
  • Successfully ran an orphanage of 22 orphans.
  • successfully managed a team of volunteers at special Olympics back in Port-au-Prince, Haiti. Volunteered for various other non-profit organizations with the sole purpose to better the lives of younger generation.

Certification

  • MFTA - Master of Financial Technical Analysis
  • FMLO, PNC Bank - 2024-current

Languages

French
Full Professional
Spanish
Full Professional
English
Full Professional
other
Native or Bilingual

Timeline

Branch Banker

PNC Bank
11.2024 - Current

Relationship Banker

Bank of America
04.2023 - 09.2024

Stower

Amazon Fulfillment Warehouse
08.2022 - 10.2022

Patient Access Representative

Franciscan Health Indianapolis
10.2021 - 07.2022

Patient Transporter

UNC Health, Chapel Hill
03.2020 - 09.2021

Maintenance Technician Crew Leader

Labor Panes
02.2018 - 02.2020

French Medical Interpreter

GoT&T Language Services
03.2017 - 02.2018

Haitian Creole Interpreter

Lobo Workplace Solutions
01.2016 - 01.2018

Interpreter for Various Organizations

US Marines Corps
01.2010 - 04.2015

Medical Interpreter

Family Health Ministries
01.2010 - 01.2015

High School Diploma -

Lycee National D'haiti

No Degree - Language Interpretation And Translation

Duke University

Bachelor - Bible Studies

Source of Grace School Of Theology
David Pierre