Summary
Overview
Work History
Education
Skills
Timeline
Generic

GENESIS FILPO

The Bronx,NY

Summary

Organized financial professional aiming to fulfill Personal Banker role within a dynamic team, driven to bring value through extended knowledge of financial products, services and branch operations.

Overview

11
11
years of professional experience

Work History

Financial Services Associate PCG

Flagstar Bank
03.2023 - Current
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Processed wires though Pay Plus System.
  • Used touch point for account maintenance.
  • Trained to open business and personal accounts.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Opened and closed accounts as required.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Participated in team projects, demonstrating ability to work collaboratively and effectively.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Financial Services Associate Bank Operations

Signature Bank
01.2023 - 03.2023
  • Trained on client orders through S&S Proof, FC orders/shipments.
  • Trained on FC Misc. reports review, FT host posting and Remote Checks.
  • Trained on Reconciliation, FX Check Collections.
  • Trained on cash management products such as, Lockbox Implementation , RDC Setup, Remote Official Checks, Image Cash Letter, Coin & Currency Onboarding / Support.
  • ACH Block / Selective Item Processing.
  • Credit Renewals, Notice of Changes Credit Exposure Limits, Permanent.
  • Corresponded with various other departments, discussing company plans and agreeing on future paths to be taken.

Teller Service Representative

Citibank
06.2014 - 05.2022
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed quarterly Vault and ATM audits with zero error rate.
  • Sold cashier's checks and money orders.
  • Executed wire transfers, stop payments and account transfers.
  • Processed exchange and foreign currency.
  • Set a minimum of 10 referrals per day.
  • Advised clients on personal loans.
  • Maintained friendly and professional customer interactions.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.

College Assistance

Borough of Manhattan Community College
12.2013 - 03.2014
  • Call Center, Admissions.
  • Field average of 500 students service calls per day.
  • Challenge and motivate students through in-depth lectures and discussions.
  • Emphasize importance of academic honesty with students and instruct them on proper citation of.
  • Make calls to different students when they have to register for class.
  • Receive calls from students and transfer them to appropriate departments.
  • Analyze call volume and average call time to monitor Customer Service Representative performance and productivity.
  • Managed high call volume with tact and professionalism.
  • Improved call center functionality and service capacity by resolving students complaints efficiently and quickly.
  • Managed team of employees, overseeing hiring, training and professional growth of employees.

Education

BBA - Business Administration

Lehman College
06.2018

Skills

  • Rapid data entry skills
  • Training and Development
  • Self-sufficient
  • Excellent time management skills
  • Cash handling expertise
  • Goal-oriented
  • People-oriented
  • Compliance, banking laws and regulations
  • Microsoft Office and Excel Proficiency
  • Proficiency in Touch Point, OTG (report reviewer), Pay Plus Main Frame,Penly (FIS), Work flow, Oasis Actimize, FIS (Evision)
  • Financial Analysis
  • Financial Reporting
  • Proficient in Sales Force

Timeline

Financial Services Associate PCG

Flagstar Bank
03.2023 - Current

Financial Services Associate Bank Operations

Signature Bank
01.2023 - 03.2023

Teller Service Representative

Citibank
06.2014 - 05.2022

College Assistance

Borough of Manhattan Community College
12.2013 - 03.2014

BBA - Business Administration

Lehman College

Similar Profiles

CREATE PROFILE
GENESIS FILPO