Ambitious self-motivated individual with proven skills in customer service, relationship building and financial transactions. Dedicated to fostering trust and delivering exceptional service to meet client needs and ensuring a positive interaction experience and strong client relationships.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Member Service Representative
Robert Half
Boston, Massachusetts
03.2026 - 05.2026
Answered incoming calls regarding membership benefits and services promptly.
Resolved account inquiries and service requests, contributing to increased customer satisfaction.
Provided comprehensive support for account inquiries, transaction processing, and issue resolution.
Handled complaints professionally, ensuring resolution and customer empathy.
Processed transactions accurately and efficiently at service desk.
Executed cash handling for deposits and withdrawals, ensuring accuracy and member trust.
Welcomed customers at the entrance with a friendly smile. in a friendly and professional manner.
Universal Banker
East Cambridge Savings Bank
Medford, Massachusetts
12.2020 - 09.2023
Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
Assisted customers with account inquiries and transaction requests.
Processed deposits, withdrawals, loan payments and other financial transactions.
Handled cash transactions and maintained accurate financial records.
Maintained cash drawer by following exact procedures for transactions and strong security protocols.
Ensured compliance with banking regulations and internal policies consistently.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
Advised customers on how to use mobile banking applications effectively.
Ensured security by validating customer identities to prevent fraudulent activities. through driver's license or other forms of identification.
Personal Banker
Rockland Trust/ Blue Hills Bank
West Roxbury, Massachusetts
07.2016 - 12.2020
Established relationships with clients to understand their financial needs.
Educated customers on financial products and services available.
Cross-sold banking products such as credit cards, loans and investments.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Processed transactions efficiently and accurately for customer accounts.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Managed client inquiries and resolved issues in a timely manner.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Maintained compliance with banking regulations and internal policies.
Followed operational standards, promoting security, risk management and compliance.
Performed daily balancing of cash drawer and reconciled discrepancies.