Nonna Solomon
Garden City,NY
Summary
Efficient professional in financial client services, known for high productivity and ability to complete tasks swiftly and accurately. Specialize in account setup, customer verification processes, and compliance adherence. Excel in communication, problem-solving, and organizational skills, ensuring seamless operations and exceptional client experiences.
Overview
28
28
years of professional experience
Work History
Premier Banker / Officer In Charge
Flushing Savings Bank
Uniondale, NY
09.2022 - Current
- Support the Branch Manager by overseeing the efficient operation of the branch, ensuring operational functions are being properly performed by staff in accordance with established policies, procedures, and controls of the bank
- Handle all operational issues and branch-related matters in an effective manner
- Provide ongoing coaching to staff regarding sales techniques and product knowledge, motivating them to embrace sales culture and consistently offer suitable Bank product and services
- Assist Branch Manager with implementation of sales programs, utilizing sales coaching techniques to ensure established branch goals are attained
- Demonstrate comprehensive knowledge of all Bank products, services, procedures, policies, and appropriate regulatory issues related to daily job functions including Regulation E, deposit transactions, and electronic services
- Execute sales opportunities with new and existing customer to increase deposit growth, make referrals for non-deposit product and promote new business
- Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience
- Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards offering appropriate solutions and referring to business partners
- Successfully and seamlessly accept and process deposits, payments, checks for cashing
- Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products
- Referring to specialists as required
- Engage in outbound calling and outreach activities
- Establish proficiency of the Bank’s systems needed to effectively service customers
- Meet or exceed all financial objectives pertaining to individual goals and branch team goals
- Ensure compliance with all regulations, policies and procedures
Member Services Representative - Call Center
Sperry Associates Federal Credit Union
Mineola, NY
01.2018 - 01.2021
- Obtained member onboarding documentation, managed opening and closing of accounts, completed transfers of funds
- Completed daily opening and vault procedures under dual control
- Efficiently and promptly responded to client inquiries, handled requests for financial information in a highly demanding call center, resolved on-line banking member inquiries
- Reviewed fraud cases and managed dispute affidavits
- Reviewed members’ credit union loan applications
- Promoted Sperry banking products and solutions to members, suggested referrals
- Processed wire transfers, stop payments and data processing of credit and debit card services
Financial Services Representative – Customer Service and Teller
The Apple Bank for Savings
New York, NY
01.2007 - 01.2017
- Provided prompt, professional and efficient service to new and existing depositors
- Promoted and sold bank products
- Supervised, trained, motivated and evaluated staff
- Identified transaction errors when debits and credits did not balance.
- Operated equipment such as combination locks, safes, vaults. for secure storage purposes.
- Ensured that all documents are properly filed, organized, and labeled according to established procedures.
- Prepared official checks for customer and internal bank needs.
- Complied with vault procedures and controls and cross-trained other staff members in vault processes to verify consistent services.
- Counted cash and bagged or filled cassette trays for ATMs or business customers, prepared cash for delivery routes and reported cash discrepancies.
- Reported daily averages and shortages to operations department.
- Verified amounts and integrity of every check or funds transfer.
Customer Service and Training Associate
IntraLinks, Inc.
New York, NY
01.1999 - 01.2002
- Collaborated with clients to create and administer digital workspaces
- Responded to inbound technical support inquiries
- Supervised and trained new associates
Sales Associate
MentorTech
New York, NY
01.1997 - 01.1998
- Analyzed sales statistics to determine sales potential and inventory requirements in order to effectively monitor customer preferences and registrations for courses
Education
Bachelor of Science - Business Management
State University of New York at Stony Brook
Stony Brook, NY01.1997
Skills
- Critical Reading
- Professional Writing
- Analyzing reports
- Interpreting complex documents
- Communicating effectively
- Effective Prioritization
- Efficient Organization
- Delegating assignments
- Fluent in Russian
Timeline
Premier Banker / Officer In Charge
Flushing Savings Bank
09.2022 - Current
Member Services Representative - Call Center
Sperry Associates Federal Credit Union
01.2018 - 01.2021
Financial Services Representative – Customer Service and Teller
The Apple Bank for Savings
01.2007 - 01.2017
Customer Service and Training Associate
IntraLinks, Inc.
01.1999 - 01.2002
Sales Associate
MentorTech
01.1997 - 01.1998
Bachelor of Science - Business Management
State University of New York at Stony Brook