Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Evelyn Reyes

Methuen,MA

Summary

Personable financial leader skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and reduce expenditures. Skilled Assistant Branch Manager inspired and motivated to help customers build financial independence. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

13
13
years of professional experience

Work History

Relationship Banker

Citizens Bank
Tewksbury, MA
09.2021 - Current
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Built long-term relationships with customers by providing personalized service and support.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Advised clients on investment options based on their individual needs and risk tolerance levels.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.

Assistant Branch Manager

Citizens Bank
Chelmsford, MA
03.2020 - 09.2021
  • Provided training to new employees on company policies and procedures.
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
  • Developed strategies for increasing customer satisfaction levels and improving service quality.
  • Monitored daily operations of the branch including sales, customer service, inventory control.
  • Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
  • Identified opportunities for improvement within the branch environment and implemented solutions accordingly.
  • Managed daily cash flow activities including counting cash drawers at opening and closing times.

Universal Banker

Citizens Bank
Methuen, MA
08.2017 - 03.2020
  • Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
  • Assisted customers with online banking setup and troubleshooting issues.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Processed deposits, withdrawals, loan payments and other financial transactions.

Teller

Santander Bank Us
Haverhill, MA
01.2016 - 08.2017
  • 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.
  • Identified opportunities to refer customers to other areas of the bank for additional services.

Assistant Store Manager

Family Dollar
Methuen, MA
08.2011 - 08.2017
  • Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
  • Monitored sales activities to ensure that customers receive satisfactory service and quality goods.
  • Developed strategies for increasing store profitability by analyzing financial data and implementing cost-saving measures.
  • Maintained accurate records of all transactions, stock levels and employee performance metrics.
  • Resolved customer complaints in a timely manner and addressed any issues that may arise during store hours.

Education

Associate of Science - Business Management

Northern Essex Community College
Haverhill, MA

Skills

  • Employee Scheduling
  • Team Development
  • Operations Management
  • Sales expertise
  • Cash Handling
  • Teller Support
  • Customer Service-Oriented
  • Complaint resolution

Languages

Spanish
Native/ Bilingual

Timeline

Relationship Banker

Citizens Bank
09.2021 - Current

Assistant Branch Manager

Citizens Bank
03.2020 - 09.2021

Universal Banker

Citizens Bank
08.2017 - 03.2020

Teller

Santander Bank Us
01.2016 - 08.2017

Assistant Store Manager

Family Dollar
08.2011 - 08.2017

Associate of Science - Business Management

Northern Essex Community College

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Evelyn Reyes