Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kauli Dos Santos

Danbury,CT

Summary

Goal-driven professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Successful at excelling in fast-paced, competitive environments with sales and customer service abilities.

Overview

9
9
years of professional experience

Work History

Universal Banker II

Newtown Savings Bank
02.2023 - Current
  • Display knowledge and proficiency in explaining, selling and administering products and refer customers to appropriate resources for enhanced services.
  • Handle money and assure money vaults are balanced.
  • Conduct audits on bank tellers, cash vaults, and ATMs
  • Create branch schedules.
  • Monitor account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.

Relationship Banker

Bank of America
10.2020 - 01.2023
  • Conducted deepening conversations with clients to discover correct products for their needs
  • Conducted 10+ outbound calls daily to reach clients to assure satisfaction and discover opportunities
  • Handled money and assured money vaults are balanced
  • Conducted audits on bank tellers, cash vaults, and ATMs
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Trained new hires
  • Maintained over 90% quarterly customer satisfaction
  • Achieved and exceeded quarterly and monthly goals

Office Assistant

Garick LLC, Farms
06.2018 - 09.2020
  • Analyzed invoices, client orders, and vendor data.
  • Managed daily invoice process; perform regular audits of statements to ensure invoice accuracy.
  • Accounts Receivable and payment processing
  • Completed clerical tasks such as filing and copying,
  • Prepared and edited documents to produce precise, accurate and professional communication.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to staff.

Sales Associate

Soccer And Rugby
02.2015 - 12.2018
  • Provided professional and courteous guest service and assisted customers in finding correct product for their wants and need.
  • Assisted with store design; changed store displays to make layout more appealing to customers, in addition to making better-selling products more visible and noticeable.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Rotated stock and restocked shelves to maintain product availability and store appearance.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Trained new hires

Education

Bachelor of Business Administration - Finance

Western Connecticut State
Danbury, CT
05.2020

No Degree - Sports Management

Post University
Waterbury, CT

Skills

  • Financial Processes Understanding
  • Follow-Up Skills
  • Comparing Products
  • Customer Outreach
  • Customer Relationship Management
  • Cash Handling
  • Staff Oversight and Leadership
  • Documentation Skills
  • Train Employees

Languages

Portuguese
Native or Bilingual
Spanish
Full Professional

Timeline

Universal Banker II

Newtown Savings Bank
02.2023 - Current

Relationship Banker

Bank of America
10.2020 - 01.2023

Office Assistant

Garick LLC, Farms
06.2018 - 09.2020

Sales Associate

Soccer And Rugby
02.2015 - 12.2018

Bachelor of Business Administration - Finance

Western Connecticut State

No Degree - Sports Management

Post University

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Kauli Dos Santos