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