JENNIFER MORGAN
Middletown,NY
Summary
Highly motivated and results driven professional, with diverse well-rounded background in customer service. Demonstrating solid interpersonal communication, Great problem solving skills. Energetic, goal oriented, adept at providing exemplary customer service, learns new task promptly, and achieving all company initiatives and goals in a timely manner. Extensive knowledge of various financial services and products. Ability to provide assistance to customers by explaining all services. Familiarity with Cross-selling of products, originating, processing, and booking of new loans. NMLS HELOC Certified.
Overview
12
12
years of professional experience
Work History
Nursing Unit Coordinator
Garnet Health Medical Center
Middletown, NY
02.2021 - Current
- Coordinate communication between physicians, nurses, patients, family members, and other healthcare providers.
- Liaised between patients and families by identifying, researching, and resolving patient concerns while providing knowledgeable information, addressing questions, and concerns.
- Provided internal and external patient services, including greeting visitors, answering phones, responding to emails, and directing incoming calls and inquiries from patients, physicians, and other healthcare staff.
Universal Banker
SANTANDER BANK
New York, NY
05.2017 - 02.2021
- Manage and develop a portfolio for high-end clientele relationships with target segments that lead to deposits, loans, and other revenue-generating products and services.
- Establish a lead role in creating an outstanding client experience and helping the Financial Center meet sales objectives.
- Responsible for contributing to the growth and profitability of the team, with extensive focus on the growth of Book of Business, business development, and client cross-sell activities.
- Provided customer service to clients by answering questions, troubleshooting issues, resolving complaints, and processing transactions.
Relationship Banker
PEOPLE'S UNITED BANK
Newburgh
08.2012 - 05.2017
- Established strong rapport with significant consumer and business clients to encourage long-term business with extremely high satisfaction level among new and existing customers.
- identifying customer needs through conversations and offered appropriate banking products to meet their requirements.
- Consistently contributing to the initiative of continuous improvement by communicating suggestions that will enhance revenue, reduce expenses, and/or streamline and improve operations.
Education
ASSOCIATE OF APPLIED SCIENCE: DIGITAL MEDIA AND COMMUNICATIONS -
Katharine Gibbs College
New York, NY, US01.2009
Skills
- Ability to maintain exceptional banking relationships with clients and customers
- Delivering exceptional analytical and problem solving skills in person and over phone
- Proficient in working in a fast-paced environment
- Efficiently handles a variety of internal/external customer and vendor situations
- Proficient in Microsoft Office( Word, Excel, PowerPoint, Outlook, etc)
- Proficient in verbal, written and presentation skills
Timeline
Nursing Unit Coordinator
Garnet Health Medical Center
02.2021 - Current
Universal Banker
SANTANDER BANK
05.2017 - 02.2021
Relationship Banker
PEOPLE'S UNITED BANK
08.2012 - 05.2017
ASSOCIATE OF APPLIED SCIENCE: DIGITAL MEDIA AND COMMUNICATIONS -
Katharine Gibbs College
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