Summary
Overview
Work History
Education
Skills
Licenses
Timeline
Generic

Holly Mudiavita

Aurora,IL

Summary

Highly organized individual possessing strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.


Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Knowledgeable and dedicated customer service professional with extensive experience in the financial industry.


Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

10
10
years of professional experience

Work History

Client Service Associate

Think Mutual Bank
06.2022 - 09.2023
  • Assisted financial planners in opening accounts, processing money movements, and preparing paperwork for clients.
  • Took responsibility for the filing system and tracking paperwork for 2000+ accounts.
  • Helped facilitate the creation of an onboarding handbook for employees and new clients from scratch.
  • Helped facilitate a bulk transition of client accounts from one broker dealer to a new broker dealer.
  • Met with clients to discuss their paperwork and discuss limited aspects of their account.
  • Facilitated collection of documents for annual client reviews.
  • Communicated with clients regarding account services, statements, and balances.
  • Maintained and managed customer files and databases.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained accurate record-keeping with proactive attention to client information updates.

Investment Assistant

Home Federal
07.2020 - 06.2022
  • Assisted financial representatives in opening accounts, processing money movements, and filing. Spearheaded creating an electronic filing system for client documents.
  • Met with clients to discuss limited aspects of their account and provide customer service.
  • Contacted potential clients to pursue sales and gather funds.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Universal Banker

Home Federal
03.2020 - 06.2022
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Ordered cash, balanced the vault and drawers, performed audits, and processed wires.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

School Linked Mental Health Professional

Fernbrook family center
06.2019 - 02.2020
  • Documented client progress in confidential files.
  • Performed client assessments and developed treatment plans.
  • Encouraged clients to express feelings and discuss what was happening in day-to-day life in order to help each person develop insight into personal experiences and relationships
  • Worked collaboratively with other mental health professionals to provide consistent care and minimize diversion.
  • Observed and monitored client behavior and responses to treatment.
  • Consulted with other staff members regarding treatment plans as deemed appropriate by team leader.
  • Encouraged patients to discuss experiences in group and individual settings.
  • Displayed sensitivity to cultural and linguistic needs of clients and families served.

Behavioral Therapist

Rochester Center For Children
02.2019 - 05.2019
  • Worked with kids with autism and performed ABA therapy with them in a one-on-one environment.
  • Helped teach important social, play and basic life skills such as personal hygiene management.
  • Implemented behavioral intervention plans created by clinical supervisors.
  • Collected session data to aid in treatment planning and assessment.
  • Encouraged clients and family members to practice and use skills and strategies for confronting problems constructively.
  • Contributed to treatment success by offering feedback and guiding patients through exercises.
  • Worked collaboratively with other mental health professionals to provide consistent care and minimize diversion.
  • Observed and monitored client behavior and responses to treatment.

Operations Specialist – Reconcilement

Winona National Bank
10.2015 - 02.2019
  • Balance multiple accounts within the bank along with general ledger accounts
  • Balance multiple monthly accounts including the expense account.
  • Developed and updated tracking spreadsheets using Microsoft Excel.
  • Tracked company equipment, tools and technology to manage inventory.
  • Gathered, organized and input information into digital database.

Teller

Winona National Bank
10.2014 - 10.2015
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.

Teller

Wells Fargo
09.2013 - 08.2014
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.

Education

Associate of Arts - Business Administration

Minnesota State College-Southeast Technical
Winona, MN

Certificate - Clerical Data Entry

Minnesota State College-Southeast Technical
Winona, MN

Master of Arts - Child, Youth, And Family Studies: Family Financial

University of Nebraska - Lincoln
Lincoln, NE
12.2021

Bachelor of Arts - Sociology

University of Wisconsin - Milwaukee
Milwaukee, WI
12.2018

Skills

    • Prospecting Clients
    • Fraud Patterns
    • Customer Support
    • Establishing Contacts
    • Database Maintenance
    • Fraud Prevention
      • Issue Resolution
      • Client Rapport-Building
      • Service Recommendations
      • Client Intakes
      • System Documentation
      • Policy and Procedure Adherence

Licenses

  • SIE, 05/05/23
  • Series 7, 06/29/23

Timeline

Client Service Associate

Think Mutual Bank
06.2022 - 09.2023

Investment Assistant

Home Federal
07.2020 - 06.2022

Universal Banker

Home Federal
03.2020 - 06.2022

School Linked Mental Health Professional

Fernbrook family center
06.2019 - 02.2020

Behavioral Therapist

Rochester Center For Children
02.2019 - 05.2019

Operations Specialist – Reconcilement

Winona National Bank
10.2015 - 02.2019

Teller

Winona National Bank
10.2014 - 10.2015

Teller

Wells Fargo
09.2013 - 08.2014

Associate of Arts - Business Administration

Minnesota State College-Southeast Technical

Certificate - Clerical Data Entry

Minnesota State College-Southeast Technical

Master of Arts - Child, Youth, And Family Studies: Family Financial

University of Nebraska - Lincoln

Bachelor of Arts - Sociology

University of Wisconsin - Milwaukee
Holly Mudiavita