Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jennifer Rita

Meriden,CT

Summary

Experienced, college educated, professional for high productivity and efficient task completion. Possess strong skills in client relationship management, strategic planning, and account servicing. Excel in communication, problem-solving, and time management to deliver outstanding service and achieve client satisfaction. Known for exceptional organization and prioritization skills to manage multiple, concurrent projects. Eloquent writer with track record of creating consistently engaging content. An organized and motivated worker, eager to utilize time management and organizational skills across diverse settings. Seeking opportunities to enhance abilities while contributing to company growth. Possessing a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.

Overview

7
7
years of professional experience

Work History

Personal Banker

M&T Bank
West Hartford, CT
09.2024 - Current
  • Manage a diverse portfolio of client accounts
  • providing tailored financial solutions to meet individual needs
  • Promote and cross-sell a variety of banking products including loans, credit cards, and investment services, consistently exceeding sales targets
  • Build and maintain strong relationships with clients, ensuring long-term satisfaction and repeat business
  • Assist clients with account transactions, inquiries, and resolve issues efficiently, delivering exceptional customer service
  • Advise high-net-worth individuals on wealth management strategies, investment opportunities, and financial planning
  • Proactively identify and resolve account discrepancies, providing timely solutions to prevent issues from escalating
  • Collaborate with internal teams to troubleshoot and address complex client problems, ensuring swift resolution
  • Monitor account activity for accuracy, identifying potential risks or fraud, and taking immediate action to safeguard clients
  • Maintain detailed records and generate reports to ensure accurate account management and compliance with regulations
  • For Anticipate client needs and offer tailored solutions, proactively addressing any concerns to strengthen relationships.
  • Obtained credit records from various reporting agencies to open new accounts.
  • Maintained customer data confidentiality while inputting information into system.

Shift Leader

Taino Smokehouse
Meriden, CT
01.2018 - 09.2024
  • Monitored inventory levels and ordered supplies as needed.
  • Handled customer inquiries in a timely manner while providing accurate information regarding menu items and promotions.
  • Delegated tasks to employees and monitored activities and task completion.
  • Educated customers about offerings, promotions and pricing to boost sales.
  • Resolved customer complaints promptly and professionally.
  • Trained new employees on company policies, operational procedures, and customer service standards.
  • Maintained an organized work environment by delegating tasks to staff as needed.
  • Identified needs of customers promptly and efficiently.

Education

Bachelor of Arts - Business Communication

Central Connecticut State University
New Britain, CT
02-2024

Associate of Arts - Communications

Middlesex Community College
Middletown, CT
05-2022

Skills

  • Customer satisfaction
  • Relationship building
  • Revenue generation
  • Attention to detail
  • Cross-selling and upselling
  • Customer financing
  • Issues resolution
  • Account management
  • Account maintenance
  • Financial services
  • Interpersonal skills
  • Verbal and written communication
  • Financial product expertise

Timeline

Personal Banker

M&T Bank
09.2024 - Current

Shift Leader

Taino Smokehouse
01.2018 - 09.2024

Bachelor of Arts - Business Communication

Central Connecticut State University

Associate of Arts - Communications

Middlesex Community College
Jennifer Rita