Julianna Muscarella
Cadillac,MI
Summary
Licensed banking professional with comprehensive experience in personal banking and financial services. Known for collaborative teamwork and adaptability in dynamic environment, focusing on client needs and growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Personal Banker (i)
Fifth Third Bank
05.2024 - Current
- Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
- Ensured a secure environment for sensitive information by strictly adhering to data protection policies and regulations.
- Provide customers with knowledge about Fifth Third Securities and make referrals to Investment Executive for investment products.
- Continuously improved knowledge of financial products and services through ongoing training, staying on top of market trends and changes in regulations.
Personal Banker II
Fifth Third Bank
03.2021 - Current
- Provide exceptional customer service, including helping customers with new accounts, account maintenance, lending, and online banking services.
- Have consultative sales conversations to understand a customers needs and be able to provide them with the best fit solution.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Front Desk Agent
Holiday Inn Express and Suites
01.2020 - 03.2021
- Collected room deposits, fees, and payments.
- Maintained accurate records of guest information, payments, and reservations using hotel management software systems.
- Provided exceptional service during high-volume periods or challenging situations, ensuring a seamless experience for all guests.
- Resolved guest issues promptly, resulting in positive feedback and return visits.
Lead Sales Associate
Tommy Hilfiger
06.2017 - 01.2020
- Reported sales data to upper management as directed.
- Monitor sales processes to identify areas in need of improvement.
- Educated employees on all job tasks, including register use, customer service, and merchandising.
- Helped customers locate specific items, join rewards, and complete purchases.
- Reconciled cash drawer at the start and end of each day, accounting for errors and resolving discrepancies.
Education
Ferris State University
Skills
- Goal-Oriented
- Customer Service
- Investment Advisory
- Relationship Management
- Banking regulations
- Cash Handling
Certification
- FINRA Series 6
- FINRA Series 63
- FINRA Series 65
- Michigan Accident and Health Insurance Resident Producer
- Michigan Life Insurance Resident Producer
- Michigan Variable Annuities Resident Producer
Timeline
Licensed Personal Banker (i)
Fifth Third Bank
05.2024 - Current
Personal Banker II
Fifth Third Bank
03.2021 - Current
Front Desk Agent
Holiday Inn Express and Suites
01.2020 - 03.2021
Lead Sales Associate
Tommy Hilfiger
06.2017 - 01.2020
Ferris State University