Kimberly Lyzbelle Bordoy
Ansonia,CT
Summary
Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making clients understand financial needs, goals and options. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Motivated business professional bringing 3 years of entrepreneurial and leadership experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Bank Of America
09.2022 - Current
- Ensuring the financial center is safe for opening and closing.
- Cash management and cash control
- Dual control inspections
- Servicing the ATM machines by completing deposit pulls and cash replenishment 3 times a week.
- Maintaining records management
- Fraud Management and fraud control by ensuring that all documents entering the financial center are real and have been verified.
- Completing basic teller line tasks and interactions with clients.
- Responsibly and accurately managing day to day protocols and procedures.
- Ensuring the financial center is functioning at a level of excellence by maintaining order and balance.
- Continued training, video calls, and weekly meetings and constantly receiving new tips and input from the company to improve ourselves and the functionality of the financial center.
- Ensuring that the client experience in the financial center is excellent, to maintain reputation and loyalty.
- Resolve client complaints and disputes to maintain satisfaction and loyalty.
- Cultivate strong customer relationships by providing tailored advice and services.
- Maintain in-depth product and service knowledge for well-informed client advice.
- Implement strategies to increase client retention, enabling investment growth.
- Process client requests for statements, ordering additional checks, and updating client personal information in database.
- Provide clients with additional information regarding account services.
- Verified client identity and reviewed documentation for accuracy.
- Explain account terms and conditions to clients
- Maintain client records and updated account information.
- Monitor accuracy of client information in system.
- Manage transaction disputes and properly escalated to the claims department.
- Assess active fraud and help clients take preventative measures to prevent further fraud in the future.
Costumer Service
The Home Depot Inc
04.2022 - 09.2022
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Maintained up-to-date knowledge of product and service changes.
- Educated customers about billing, payment processing and support policies and procedures.
- Responded proactively and positively to rapid change.
- Sought ways to improve processes and services provided.
- Cross-trained and provided backup support for organizational leadership.
- Created and maintained detailed database to develop promotional sales.
Costumer Service
Walgreens Pharmacy
10.2020 - 04.2022
- Handled customer inquiries and suggestions courteously and professionally.
- Cross-trained to manage other departments
- Interpretation services provided for all departments.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Trained staff on operating procedures and company services.
- Updated account information to maintain customer records.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Provided primary customer support to internal and external customers.
- Educated customers about billing, payment processing and support policies and procedures.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
Business Owner
Armstrong
03.2016 - 01.2019
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Trained and motivated employees to perform daily business functions.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Interacted well with customers to build connections and nurture relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Trained new employees on proper protocols and customer service standards.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Trained and guided team members to maintain high productivity and performance metrics.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Mitigated business risks by working closely with staff members and assessing performance.
Education
Business And Finance - Business Administration
Goodwin University
East Hartford, CTSkills
- Government Standards
- Financial Advising
- Retirement Planning
- Solution Planning
- Sales Expertise
- Recordkeeping Requirements
- Conflict Resolution Techniques
- Persuasive Communication Style
- Effective Customer Communication
- Financial Processes Understanding
- Banking Operations Knowledge
- Policy Development and Implementation
- Security Understanding
- Business Development
- Communications Strategies
- Effective Communicator and Public Speaker
- Approachable and Outgoing
- Financial Administration
- Risk and Mitigation Analysis
- Business Management and Development
- Attention to Detail
- Business Administration
- Strategic Decision-Making
- Sales Development
- Operations Management
- Clientele Management
- Sales Strategies
- Employee Motivation and Performance
- Analytical and Critical Thinker
- Accounting Management
- Consulting
- Management Team Leadership
- New Business Development
- Public Speaking
- Trend Analysis
- Training and Development
- Job Assignments
- Team Leadership
Languages
Spanish
Native or Bilingual
Portuguese
Limited Working
Timeline
Relationship Banker
Bank Of America
09.2022 - Current
Costumer Service
The Home Depot Inc
04.2022 - 09.2022
Costumer Service
Walgreens Pharmacy
10.2020 - 04.2022
Business Owner
Armstrong
03.2016 - 01.2019
Business And Finance - Business Administration
Goodwin University
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