Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
15
15
years of professional experience
Work History
Owner Operator
Royalty Ventures LLC
Pittsburgh, PA
08.2024 - Current
Assisted in the recruitment process by interviewing potential candidates for open positions within the department.
Ensured janitorial staff followed OSHA regulations regarding hazardous materials handling.
Provided guidance to team members in order to improve performance and productivity levels.
Supervised janitorial staff and ensured all tasks were completed according to company standards.
Scheduled preventative maintenance activities for all janitorial equipment such as vacuums, mops.
Implemented cost-saving measures in order to reduce overall operational expenses.
Recommended changes in products used based on research into the latest technology available.
Coordinated special projects as assigned by management such as deep cleans or floor waxing.
Remote Underwriter
JD Byrider
Pittsburgh, PA
08.2015 - 05.2019
Determined level of acceptable risk by reviewing applications for coverage and loss control reports
Inspected financial statements, credit and title data to complete the underwriting process
Analyzed loan-to-value ratios, debt to income ratios and credit scores to make underwriting decisions
Achieved production goals by developing strong underwriting teams
Customer Support Agent
Gateway Health
Pittsburgh, PA
09.2014 - 04.2015
Capitalized on opportunities to enhance customer experiences and bring in repeat business
Evaluated benefits for each caller to determine service needs and address concerns
Greeted customers to facilitate services, determine service needs and accurately input orders into electronic systems
Personal Banker 1
Citizens Bank
Pittsburgh, PA
12.2012 - 04.2014
Counseled clients on financial matters and provide recommendations investment opportunities, products, and services basedon client needs and asset availability
Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability
Delivered an exceptional level of service to each customer by listening to concerns and answering questions
Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandings
Bank Teller
Fifth Third Bank
Pittsburgh, PA
09.2011 - 11.2012
Maintained optimal financial controls by securing funds and making accurate transactions
Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets
Met or exceeded sales goals by promoting bank products and services in every interaction
Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders
Helped customers open and close accounts, apply for loans and make sound financial decisions
Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy
Opened new customer accounts, including checking, savings and lines of credit
Identified and reported suspicious behavior to security personnel as appropriate
Bank Teller
Hill District Federal Credit Union
Pittsburgh, PA
06.2009 - 09.2011
Reconciled cash and checks against computer records at end of shift
Helped customers open and close accounts, apply for loans and make sound financial decisions
Recommended bank products and services to current and prospective customers
Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy
Met or exceeded sales goals by promoting bank products and services in every interaction
Education
High School Diploma -
Peabody High School
Pittsburgh, PA
2002
Skills
Security compliance
Cross-selling expertise
Check cashing
Savings management
Accurate money handling
Exceptional customer service
Safe and vault operation
Strong sense of banking ethics
Cash dispenser operation
Timeline
Owner Operator
Royalty Ventures LLC
08.2024 - Current
Remote Underwriter
JD Byrider
08.2015 - 05.2019
Customer Support Agent
Gateway Health
09.2014 - 04.2015
Personal Banker 1
Citizens Bank
12.2012 - 04.2014
Bank Teller
Fifth Third Bank
09.2011 - 11.2012
Bank Teller
Hill District Federal Credit Union
06.2009 - 09.2011
High School Diploma -
Peabody High School
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