Katerina Xenos
Astoria
Summary
Financial professional seeking a position where my result driven determination, professionalism and experience can be effectively utilized for increased efficiency and productivity within your company.
Overview
25
25
years of professional experience
Work History
Registered Senior Representative
New York Life Insurance
05.2021 - Current
- Consistently ranked #1 within Advanced Investment Solutions department and top 3 nationwide for Customer Loyalty and service
- Assess, assist, process and resolve NYL agent and client inquiries and financial transactional requests via in-bound telephone calls
- Provide information at point of call to serve as subject matter for decisions using our administration systems, financial products and services within regulatory guidelines
- Including projects and assignments requiring escalations, research, compilation and analysis
- Within regulatory guidelines, review and process in-force business transactions using multiple CRM and applications such as Salesforce, Cyberlife and rPay for client accounts with speed, efficiency and accuracy by multi tasking and leverage organizational skills
- Assist team members daily to complete work to meet departmental goals and regulatory standards
- Assist with de-escalation of challenging situations and resolutions for our clients and the company
Financial Services Representative
United Nations Federal Credit Union
06.2018 - 04.2021
- Established relationships and provided 'White Glove Service' to international UN dignitaries, UN employees and UN affiliated organizations in French, Greek and Spanish
- Earning the #1 in department for UN Member survey for Service Excellence
- Highly skilled in servicing by connecting to multiple software-based systems in order to identify, research and resolve customer technology, software and hard ware issues
- Working with Salesforce, DNA, Touchpoint, iVault, Web-chat
- Surpassed targeted sales goals; UN Member digital support by 142%, New Mortgage Loans by 189%, Investment referrals by 200%, Insurance Referrals by 300%, New Money Accounts by 387% and New Equity & Lines of Credit by 485%
- Part of the Wire Specialist Member Service Escalations Team and Loan Specialist Member Service Escalation Team
Owner/Operator
Antika Pizzeria
11.2009 - 12.2019
- Casual full service Italian pizzeria/restaurant & bar
- Two locations, Washington Heights, NY and Astoria NY, both averaging 1,8 million annually
- Featuring signature Grandma style pizza
- Developed concept: all menus (with cost analyses), design, logo and 2 year marketing program
- Supervised construction, inspections, equipment purchasing and installation
- Established all F & B inventories and cost control systems
- Hired, trained FOH & BOH staff
- Created all employee standards, policies and manual policies
- Responsible of all administrative tasks, payroll, accounts payable and P&L statements
- Consistently maintained 25% food cost and 20% labor cost
Private Client Banker, Small Business Specialist
JP Morgan Chase
12.2015 - 03.2018
- Proactively prospecting and developing relationships with high net worth clients resulting in generating $12 million in individual deposits and an increase of $10 million in business deposits
- Ranked first in my branch for new Business Banking deposit and lending
- Also for acquiring new First Time Investors and ranked third in NY Financial District
- Partnering with Specialists Team; Financial Advisors, Mortgage Officers and Business Lending Managers in order to cater to individual clients' personal and business financial goals and needs
Financial Professional Associate
Prudential
04.2014 - 12.2015
- Insurance and investment products sales
NY Sales Professional
HARBOR TOUCH
04.2013 - 04.2014
- Payment processing solutions to small & mid-market businesses throughout NYC generating $5 million annual sales
GM/Design & Operations Consulting
Bohemian Beer Garden
11.2008 - 10.2009
- Company Overview: Bohemian Citizens Benevolent Society of Astoria which entailed a non-profit Czech Cultural Center, Czech Children's' school, historical Czech Beer Garden bar/restaurant and catering facility
- Originally brought on as a consultant and then hired as the General Manager
- Operated all aspects of the facilities
- Increased sales of the 12500 sq./f outdoor Beer Garden by 15%, reduced cost of goods by 10% with seasonal sales (between May & October) of 3.5 million
- Maintained 25% food cost and 22% labor
- Bohemian Citizens Benevolent Society of Astoria which entailed a non-profit Czech Cultural Center, Czech Children's' school, historical Czech Beer Garden bar/restaurant and catering facility
Assistant Beverage Director
The Plaza Hotel
04.2008 - 11.2008
- The Champagne Bar & The Rose Club, luxury restaurant & bar in main lobby area of the Plaza hotel
- Implemented five star standards of service with senior union staff members
- Oversaw the launch of 'Exclusive Elite' Club Nights in Rose Club in collaboration with the owners of Marquis Club catering to Celebrity & 'A list clientele'
- Reduced liquor costs by $20,000.00 during first three months by enforcing diligent storage, inventory and purchasing costs control systems
- Collaborated with Sales & Marketing team to successfully cater and host private events with organizations such as Louis XIII Black Pearl launch, Jimmy Choo, international fashion news and media including large financial institutions
Multi-Unit Operations Director
Arista Associates
01.2004 - 01.2008
- Oversaw all aspects of operations for three locations of casual high volume full service restaurant
- Brasserie 360 and two Deans Pizzerias
- Collaborated with owners with research and development of Good burgers (6 unit quick service chain)
- Research, developed and launched Dean's pizzeria concept
- (3 unit casual dining chain)
- Established and operated the Arista Pastry department, produced and delivering all dessert company wide to 16 locations
Multi-Unit Director of Operations
Basta Restaurant Inc.
06.1999 - 06.2001
- Managed all aspects of operations for 5 units generating 8 million annually
- Operated the Aegean Seafood Taverna, Estatorio Metsovo & Shalel lounge operating out of one central kitchen with two buildings
Education
Associate Degree - Hotel and Restaurant Management
College LaSalle
Montreal, Quebec01.1990
Skills
- Fluent in French, Greek and conversational Spanish
- Microsoft Office (word/excel/publisher/power point), Zoom, Teams, Salesforce
- Book Keeping & Cost Control, Quick Books, Compete, Adecco, Time Saver
- Point of Sale: Harbor Touch, Micros 'Superuser', R Power, Posi Touch, DNA, Cyberlife
Affiliations
Point Lookout Yacht Club, 2013-01-01, present, Commodore
Licensing
- Current Series 6 & Series 63, 12/01/15
- Current New York State Life & Health, 05/01/14
- New York City Department of Health and Mental Hygiene Certificate, 01/01/98
Timeline
Registered Senior Representative
New York Life Insurance
05.2021 - Current
Financial Services Representative
United Nations Federal Credit Union
06.2018 - 04.2021
Private Client Banker, Small Business Specialist
JP Morgan Chase
12.2015 - 03.2018
Financial Professional Associate
Prudential
04.2014 - 12.2015
NY Sales Professional
HARBOR TOUCH
04.2013 - 04.2014
Owner/Operator
Antika Pizzeria
11.2009 - 12.2019
GM/Design & Operations Consulting
Bohemian Beer Garden
11.2008 - 10.2009
Assistant Beverage Director
The Plaza Hotel
04.2008 - 11.2008
Multi-Unit Operations Director
Arista Associates
01.2004 - 01.2008
Multi-Unit Director of Operations
Basta Restaurant Inc.
06.1999 - 06.2001
Associate Degree - Hotel and Restaurant Management
College LaSalle
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