Solicited new businesses for the company and retained existing customers through lead lists, and person to person meetings.
Sell financial products to new and existing customers
Built strong community relationships resulting in a consistent flow of sales leads and referrals.
Developed strategies to increase sales growth and researched targeted markets.
Commended by senior management on suspicious activity reporting that resulted in a significant decrease in fraud.
Create Monetary Instrument logs for transactions exceeding cash amounts of $3,000.
Create CIP reports to identify and verify all individuals prior to account set up.
Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
Present financial products and services to existing and prospective customers.
Bookkeeper
Kay's Catering
Bronx, NY
07.2015 - 04.2017
Tracked and handled payments credit management and account reconciliations
Compare cash receipts, checks and credit card payments with total sales for the day.
Assist with business proposals for events.
Developed financial statements on monthly basis.
Personal Banker
JP Morgan Chase Bank
Yonkers, NY
06.2010 - 03.2015
Create and execute daily sales strategies that are aligned with the Branch's Business Plan.
Monitor customer's account searching for evidence of irregular transactions and suspicious activities.
Create and review CTR's for teller cash transactions in excess of $10,000.
Create Monetary Instrument logs for transactions exceeding cash amounts of $3,000.
Performed monthly cash counts and cash control activities.
Trained over 20 new hires who have been promoted to higher positions.
Solicited new businesses for the company and retained existing customers through outside sales, lead lists, and person to person meetings.
Sold products to new and existing customers for home equity lines of credit, checking, savings, money markets, time deposit accounts, IRA, safe deposit boxes and credit card accounts.
Built strong community relationships resulting in a consistent flow of sales leads and referrals.