Katherine Salerno
Coram
Summary
Loyal, honest, and reliable administrative and office support professional. Highly organized with a strong work ethic; possess strong interpersonal, customer service and communication skills. Ability to, independently implement business directives while maintaining cooperative relationships among management, co-workers, and clients. Aptitude to devise, coordinate and implement office operations / administrative improvements to ensure accuracy, enhance profitability, and provide rapid access to information.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Personal Banker
Suffolk Federal Credit Union
01.2022 - Current
- Provides personalized financial solutions to clients, enhancing customer satisfaction and loyalty.
- Educates clients on banking products, encourage informed decision-making and product uutilization.
- Efficent in setting up or closing accounts, completing loan applications, and signing up for new services.
- 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.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
Financial Service Representative
TD Bank
01.2016 - 04.2021
- Qualified and licensed to sell wealth and insurance products such a life insurance, annuities. Responsible and diligent in striving to identify all of our current customer and potential customers' wealth needs; coaching fellow team members in how to identify these needs as well. Performance also includes day to day account maintenance, opening and maintaining personal accounts, business accounts and CDs. Takes personal loan applications as well as residential Home Equity line and loan applications. Supervising of team and sales development is also crucial to the role as well.
Branch Manager
PEOPLES UNITED BANK
06.2012 - 03.2015
- Managed a Retail Branch, with total deposit balances, of approximately twenty-seven million dollars. Responsible, for maintaining, and developing deposit growth. Ensure the daily operations and compliance of the branch. Coached and trained staff to meet quarterly sales goals. Responsible ,for the tracking of all operational and sales reports, to senior management.
VP, Treasury Management Sales Advisory
CAPITAL ONE BANK
01.1996 - 01.2011
- Held full accountable, for sales and services of commercial and small business clients in 40 branches. Worked in partnership with branch manager, loan officers, regional managers, and district managers to increase deposits and fee income. Performed analysis, on existing business clients and prospects advising on best products/services for their portfolios.
Education
General Diploma -
Bayside High School
Bayside Queens, NYAccounting/Business
Long Island Business Institute
Skills
- Branch Manager with strong communication, problem solving, and decision making skills
- Executive Liaison among senior level executives, managers, departments, and employees to plan, schedule and facilitate a broad range of administrative function Handle confidential operating and financial information; execute contracts and agreements
- Manage confidential correspondence and appointments for senior executives
Certification
- ACH Certified
- NMLS
- Notary Public
Timeline
Personal Banker
Suffolk Federal Credit Union
01.2022 - Current
Financial Service Representative
TD Bank
01.2016 - 04.2021
Branch Manager
PEOPLES UNITED BANK
06.2012 - 03.2015
VP, Treasury Management Sales Advisory
CAPITAL ONE BANK
01.1996 - 01.2011
General Diploma -
Bayside High School
Accounting/Business
Long Island Business Institute
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