Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

EMMANUEL PENA

Summary

Dedicated banking professional well-versed in developing long-lasting and productive relationships with business customers. Excellent communicator and multitasker with strong planning and conflict-resolution skills. Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Universal Banker

M&T Bank
Fairfield, CT
03.2021 - Current
  • Provided clients with new product and existing program information.
  • Worked with business partners to assist with customer needs in regards to personal and business lending, while ensuring the confidentiality and privacy of clients.
  • Performed risk assessments.
  • Brought forth expertise in Microsoft Office Suite, banking databases, and other pertinent software.
  • Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
  • Identified transaction errors when debits and credits did not balance.
  • Prepared clear, concise, and accurate reports for use by other departments.
  • Posted financial data in Excel spreadsheets and managed inventory.
  • Reduced financial discrepancies by accurately managing accounting documentation.
  • Checked figures, postings and documents for correct entry, mathematical accuracy, and proper codes.
  • Received payments from customers via cash, check and credit cards to pay company invoices.

Assistant Manager

T-Mobile
Stamford, CT
04.2018 - 02.2021
  • Established sales goals by forecasting annual sales quotas and projecting expected sales volume for existing and new products.
  • Worked to ensure a neat and attractive sales environment, and assisted in the setup of visual displays.
  • Identified and maximized sales opportunities, and increased customer retention rates.
  • Successfully managed a sales team of several people to meet and achieve sales goals.
  • Trained new sales professionals and provided coaching as needed to maintain company sales success.
  • Led sales for store to be highest in market, achieved the top 8% company wide in sales for 9 consecutive months.

  • Conducted variance analysis on actual vs. budgeted numbers to identify any discrepancies or areas of improvement needed in the future periods.
  • Assisted in the preparation of balance sheets and income statements for financial reporting purposes.

Dietary Aide

Yale New Haven Health
Bridgeport, CT
01.2017 - 02.2018
  • Worked to accommodate patrons with personal dietary preferences and restrictions.
  • Set up trays and food service carts to deliver food to residents.
  • Maintained an organized system of scheduling in a fast-paced hospital setting.
  • Maintained safe food handling practices to prevent germ spread.
  • Provided nutritional advice to residents and patients regarding their diet plans.

Education

Associate of Science -

Housatonic Community College
12-2023

High School Diploma -

Central Magnet High School
06-2015

Skills

  • Leadership
  • Communication
  • Critical thinking
  • Adaptability
  • Accuracy
  • Attention to detail
  • Efficient
  • Problem solving
  • Time management
  • Business knowledge
  • Bookkeeping
  • Microsoft Suite
  • Bilingual

Certification

  • NMLS

References

References available upon request.

Timeline

Universal Banker

M&T Bank
03.2021 - Current

Assistant Manager

T-Mobile
04.2018 - 02.2021

Dietary Aide

Yale New Haven Health
01.2017 - 02.2018

Associate of Science -

Housatonic Community College

High School Diploma -

Central Magnet High School

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