Joanna Bielawski
Westwood,NJ
Summary
Detailed Quality Coordinator with experience increasing product tractability through research and implementation of new QA standards. Focused, determined and comfortable completing multiple tasks in fast-paced environment. Excellent coaching and mentoring skills.
Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution. Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
26
26
years of professional experience
Work History
Relationship Banker
Bank of America
Rutherford , NJ
12.2023 - Current
- Provided financial advice to clients based on their needs and goals.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Built long-term relationships with customers by providing personalized service and support.
- Processed customer requests for withdrawals or transfers from existing accounts.
- Advised customers on bank products, services and financial planning options.
Member Service Center Representative
Polish & Slavic Federal Credit Union
Fairfield, NJ
02.2021 - Current
- Fielded customer complaints and queries, fast-tracking for problem resolution.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Developed strong customer relationships to encourage repeat business.
- Mentored new employees on procedures and policies to maximize team performance.
Quality Assurance Coordinator
Polish & Slavic Federal Credit Union
Fairfield, NJ
09.2022 - 12.2023
- Trained and led staff on proper QA standards.
- Maintained policy, procedures, work instructions and projects for quality and continuous improvement agendas.
- Created report formats for distribution, standardizing quality control metrics around consistent, measurable guideposts.
- Contributed to business growth by confirming customer satisfaction with service and quality.
- Assisted with correcting systemic problems in order to eliminate errors.
- Prepared and analyzed internal and external quality reports for management staff review.
- Developed corrective and preventive action plans to resolve non-compliance issues.
- Communicated regularly with management to discuss quality trends.
- Recruited, trained and scheduled employees to fulfill quality standards and expectations of management.
Bookkeeper
Art-B Construction Corporation
Brooklyn, NY
05.2015 - 06.2017
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Defined bookkeeping policies and procedures by developing system to account for financial transactions.
Bookkeeper
Jagiello Construction Corporation
Brooklyn, NY
05.2011 - 05.2015
- Analyzed financial transactions, assigning to specific accounts.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Processed invoices and checks, and maintained daily cash logs and deposits.
Accounting Manager
Bank Polski Rezmiosla
Tarnow, Poland
01.1999 - 06.2004
- Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Verified and posted account transactions to prepare checks and maintain accounting ledgers.
- Gathered data and uncovered fraud, embezzlement or liabilities during auditing procedures.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Created financial management mechanisms to minimize financial risk to business.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
Education
Masters - Master Of Financial Economics
University of Management And Marketing
Rzeszow, Poland, Poland06.2013
Bachelor's - Bachelor of Accountancy
College of Banking And Financial
Wroclaw, Poland, Poland06.2010
High School Diploma -
Tarnow, Poland1997
Skills
Quality assurance experience
- Quality improvements implementation
- Leadership proficiency
- Budget preparation
- Data collection
- Employee training
- Organizational skills
- Problem resolution
- Critical thinking
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Quality Assurance Coordinator
Polish & Slavic Federal Credit Union
09.2022 - 12.2023
Member Service Center Representative
Polish & Slavic Federal Credit Union
02.2021 - Current
Bookkeeper
Art-B Construction Corporation
05.2015 - 06.2017
Bookkeeper
Jagiello Construction Corporation
05.2011 - 05.2015
Accounting Manager
Bank Polski Rezmiosla
01.1999 - 06.2004
Masters - Master Of Financial Economics
University of Management And Marketing
Bachelor's - Bachelor of Accountancy
College of Banking And Financial