Stephanie Jarrin-Morales
Trumbull,CT
Summary
Experienced Account Manager with over five years of experience managing 50 accounts and specializing in various reimbursement programs. Proven ability to handle complex tasks efficiently while ensuring client satisfaction. Skilled in office operations and proactive in contributing to company growth through client acquisition efforts.
Thrive in a work-from-home environment, with a designated office that ensures clients' privacy.
Previous roles include Assistant Branch Manager, where I oversaw branch operations and promoted exceptional customer service. Prior experience as a top-performing Personal Banker where I was recognized for achieving #2 rank in the region several times throughout mytenure.
Overview
12
12
years of professional experience
Work History
Account Manager
E-RATE ONLINE LLC
09.2019 - Current
- Successfully manage 50 accounts while specializing in comprehensive application filing, reimbursement tracking, and reporting services for my designated number of accounts which all participate in the federal reimbursement programs
- Tackle day-to-day tasks of filing the necessary documents for federally required retention as well as contribute to the operational tasks within the office
- In my spare time, I make sure to make outbound client acquisition calls to contribute towards the growth of the company.
Assistant Branch Manager
Webster Bank
01.2018 - 09.2019
- Oversee the running of an entire branch alongside the branch manager
- Pulling day-to-day reports and scheduling coaching times with the staff in order to meet individual and branch goals
- Ensure all policies and procedures are met to ensure efficient branch operational soundness
- Visiting clients and attending business meetings to promote the bank and offer exceptional customer service.
Personal Banker
KeyBank NA
12.2012 - 01.2018
- Facilitate customer transactions in an accurate and timely fashion
- Provide a consistent and exceptional customer experience that helps contribute to the attainment of the branch
- Demonstrate exceptional customer service behavior
- Do what's best for the customer by promoting referrals to branch team members
- Ensure and promote personal ownership for the resolution of customer service issues derived from the teller line
- No Teller Differences
- Top Performer, #2 in the Region for multiple months in 2015.
Teller
TD Bank
06.2012 - 12.2012
- Professional teller responsible for the process of transactions accurately in a fast-paced environment
- Identify customer needs and provide the highest possible quality and service
- Ability to teach, interpret and translate while being a meticulous, deadline-oriented, self-motivated, and excellent listening, oral, and written communication
- Most teller referrals in July and November; No teller differences.
Education
Some College (No Degree) -
Housatonic Community College
Bridgeport, CTSome College (No Degree) -
University of Bridgeport
Bridgeport, CTSkills
- Microsoft word, Excel, Power Point and Outlook
- Client Relationship Management
- Lead Development
- Account Retention
- Supervision and leadership
- Remote Office Availability
- Problem-Solving
- Calm Under Pressure
- Multitasking
- Organizational Skills
- Relationship Building
- Critical Thinking
Relevant Course Experience
- Federal Reimbursement Program Administration
- Banking Operations and Compliance
- Customer Relationship Management in Financial Services
- Sales Strategies for Banking Professionals
- Financial Management and Reporting
- Leadership and Team Management in Banking
- Effective Communication Skills for Client Engagement
- Business Administration in the Banking Sector
- Risk Management and Compliance in Banking Operations
Languages
Spanish
Native or Bilingual
Timeline
Account Manager
E-RATE ONLINE LLC
09.2019 - Current
Assistant Branch Manager
Webster Bank
01.2018 - 09.2019
Personal Banker
KeyBank NA
12.2012 - 01.2018
Teller
TD Bank
06.2012 - 12.2012
Some College (No Degree) -
Housatonic Community College
Some College (No Degree) -
University of Bridgeport
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