DIANNE PIMENTEL-DUMONT
New York,NY
Summary
Self-directed, client-centric professional with track record of performance leading operations within a full- service branch office. Exceptional reputation in customer service and relationship management. Broad experience in implementing and enforcing policies and procedures in adherence with governing regulations. Leadership skills in coaching, training, and mentoring, contributing to continual improvements in individual and team performance as well as corporate goal achievement. Exemplary background identifying needs of existing / potential clients and recommending product solutions.
Overview
28
28
years of professional experience
Work History
Individual Taxpayer Advisory Specialist 0501-07/04
Internal Revenue Service, IRS
New York, NY
03.2023 - Current
- Assist and advise taxpayers in meeting their Federal Tax obligations. Assistance is technical, and covers the full range of individual income, excise, and employment taxes, as well as certain elements of all other kinds of taxes.
- Conduct interviews with taxpayers to determine their tax situation, provide advice, and explains probable consequences of various courses of action open to taxpayers for the current and other tax years.
- Discuss tax law impact with tax practitioners and accountants, review books and records to gain understanding of taxpayer's financial status (cash/accrual basis).
- Confer with taxpayers and/or their representatives to explain issues involving the applicability of tax law, regulations, notices and account adjustments.
- Assist taxpayers in preparing tax returns and explains the consequences of courses of action. Explain to taxpayers the collection and examination processes.
FIELD SUPERVISOR - GG 7
NYC Housing Vacancy Survey
New York, NY
10.2022 - 03.2023
- First level supervisor for a team of approximately 6 to 15 Field Representatives and responsible for survey and data collection in a geography that may include some hard to count areas.
- Responsible for ensuring the team’s performance meets the standards and expectations set forth by the bureau and survey sponsors.
- As a first level supervisor, responsible for assigning, evaluating and reviewing assignments of subordinates.
- Staff performance reviews that include on the job observations, monitoring and evaluating based on bureau’s performance metrics. Assist in training of employees and Field Representatives.
- Review and approve payroll and leave submissions for subordinate staff. Conduct events for recruitment as well as assist with interviewing candidates for Field Representatives.
SURVEY CLERK - GS 5
United States Census Bureau
New York, NY
07.2022 - 10.2022
- Coordinate a variety of tasks required in the collection, control, field review and report statistical data obtained in a major survey or combination of surveys
- Provide technical assistance to field staff by using automated tools including addresses and/or respondent search through the internet or other search applications including mapping software
- Perform automated searches for case status, documentation for case outcomes, and following up with field staff on missing or inadequate case information
- Establish working relationships with all levels of management, external parties, and stakeholders
- Assist in Recruiting efforts for Housing Vacancy Survey (HVS & AHS)
ASSISTANT MANAGER
TD Bank
New York, NY
09.2019 - 06.2022
- Ensure team members fully complete required Training prior to servicing Customers
- Lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and Employee safety
- Lead by example and coaches team members to focus on Customer experience, by having needs-based conversations and offering financial solutions to meet our customers' needs
- Partner with Store Leadership to achieve both Store and individual performance metrics
- Responsible for making sound decisions and timely problem resolution
- Proactively reaches out to Customers to deepen relationships through needs-based conversations
- Assume Store Manager responsibilities when warranted
- Assist Store
- Manager with effective scheduling and managing Paid Time Off (PTO)
- Recruits, interviews, trains, orients, and evaluates employees in accordance with HR guidelines.
FINANCIAL SERVICES REPRESENTATIVE
TD Bank
New York, NY
02.2019 - 09.2021
- Meet with customers, prospect, and develop understanding of their financial objectives and needs
- Assess customer information and suggest appropriate product and service solutions
- Sell customers on value and benefits of suggested alternatives and close sales
- Maintain strong product and sales knowledge and champions core service values
- Provide sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer’s financial needs are met
- Cross-sell products to provide multi-services for Customers and makes referrals to partners.
BRANCH MANAGER II
CAPITAL ONE
New York, NY
02.2012 - 10.2013
- Develop and implement retail banking strategies within a geographic trade area
- Oversee sales and service; expense operations, and credit controls; community leadership; human resource management; and meeting financial and compliance standards
- Deepen the existing relationships and deliver exceptional customer experience
- Develop and maintain profitable partnerships with other lines of business
- Responsible for developing short- and long-term strategic planning goals for assigned area
- Develop an efficient sales team through consistent coaching and behaviors.
BRANCH MANAGER/VICE PRESIDENT
JP MORGAN CHASE
New York, NY
03.2007 - 02.2012
- Managed and guided productive sales team in securing and retaining profitable consumer and business accounts by applying consistent sales / servicing of financial products and impeccable customer relationship management
- Led team to ensure operational integrity, expense / loss control, and achievement of branch goals
- Oversaw ongoing development and training of staff
- Ensured full compliance with industry standards as well as all organizational policies.
Client Financial Analyst
Citibank N.A.
New York, NY
03.1997 - 04.2003
- Proactively acquired new client relationships in an effort to maximize sales opportunities.
- Communicated with prospects and existing clients to identify and match their financial needs with appropriate products.
- Developed and implemented tailored plans to execute sales strategy. Closely followed all industry regulations.
- Sold term insurance policies and made referrals to investment consultants.
- Partnered with associates and across departments to explore all sales opportunities, ensured clients had a consistent, superior bank experience and relationships were deepened.
- Demonstrated outstanding product knowledge and ability to leverage resources and current client portfolio.
Education
Bachelor of Science - Biology
UNIVERSITY OF THE SACRED HEART
06.1993
Skills
- Brand Awareness & Positioning
- Strategic Planning & Execution
- Policies, Procedures & Systems Development
- Organizational & Process Improvements
- Product & Service Knowledge
- Customer Satisfaction & Retention
- Client Relationship Management
- Staff Mentoring, Training & Coaching
Additional Information
- Series 6, 63
- NYS Life, Accident and Health Insurance Licenses
- NMLS ID: 602497
- NYS NOTARY Licensed
Timeline
Individual Taxpayer Advisory Specialist 0501-07/04
Internal Revenue Service, IRS
03.2023 - Current
FIELD SUPERVISOR - GG 7
NYC Housing Vacancy Survey
10.2022 - 03.2023
SURVEY CLERK - GS 5
United States Census Bureau
07.2022 - 10.2022
ASSISTANT MANAGER
TD Bank
09.2019 - 06.2022
FINANCIAL SERVICES REPRESENTATIVE
TD Bank
02.2019 - 09.2021
BRANCH MANAGER II
CAPITAL ONE
02.2012 - 10.2013
BRANCH MANAGER/VICE PRESIDENT
JP MORGAN CHASE
03.2007 - 02.2012
Client Financial Analyst
Citibank N.A.
03.1997 - 04.2003
Bachelor of Science - Biology
UNIVERSITY OF THE SACRED HEART