Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacqueline Legendre

Middletown

Summary

Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

21
21
years of professional experience

Work History

Universal Banker Sr

Liberty Bank
10.2012 - Current
  • Open consumer and business checking, savings, money market accounts and certificates of depot, issue debit cards and assist with initial online banking set up.
  • Adhered to established security procedures and reported potential fraud or safety violations.
  • Display knowledge and proficiency in explaining, and selling products according to the needs of the customer and referred customers to appropriate resources for enhanced services., Such as financial services and business lending.
  • Identify the customer's financial needs through in-person conversations while providing them with strong product knowledge and quality service.
  • Assist customers with online banking and debit card issues they may be experiencing.

President

Precision Installation Inc.
12.2017 - Current


  • My Husband and I operate a union millwork installation company. I assist with planning and strategy, oversee finance and accounting, union and OSHA compliance along with tracking and submitting weekly payroll
  • The company is hired as a subcontractor to install millwork and lab casework for large projects including schools and hospitals primarily in Connecticut, New York, Rhode Island and Massachusetts.
  • I previously worked as the liaison between the millwork manufacturer and the GC and supervised the deliveries and installation of the millwork.

Customer Service Supervisor

GAP Inc.
09.2004 - 10.2012
  • Oversaw floor maintenance and recovery efforts, keeping the store professionally presented and well stocked.
  • Built successful retail teams by instilling culture of collaboration by implementing daily plans centered on established sales goals.
  • Monitored cashiers' work and balanced registers after employee shifts to maintain to financial controls.
  • Trained and oriented associates to maximize team performance.
  • Kept merchandise fresh by monitoring use of proper stock rotation procedures and setting up promotions to move out aging products.
  • Coordinated merchandising displays, promotional signage and sale marketing.
  • Marked-down clearance items and relocated merchandise to proper store areas.

Education

Real Estate Principal And Practices - Business Management

Kent State University

Quickbooks Certification - Accounting

Middlesex Community College

Notary Public - undefined

State of Connecticut

Skills

  • Collaborative teamwork
  • Attentive communication
  • Strong background in administration
  • Administrative operations proficiency
  • Effective issue resolution
  • Clear interpersonal communication
  • Strong relationship-building skills
  • Effective policy execution
  • Experienced QuickBooks user

Timeline

President

Precision Installation Inc.
12.2017 - Current

Universal Banker Sr

Liberty Bank
10.2012 - Current

Customer Service Supervisor

GAP Inc.
09.2004 - 10.2012

Notary Public - undefined

State of Connecticut

Real Estate Principal And Practices - Business Management

Kent State University

Quickbooks Certification - Accounting

Middlesex Community College
Jacqueline Legendre