Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Lauren Marie Barreiro

Nesconset,NY

Summary

Innovative and client focused banking professional with strong track record of building client relationships that provide exceptional value to both clients and the institution increasing retention. Exceptional communicator with project management, organization and analytical skills. Motivates, trains and manages team to meet and exceed expectations daily elevating the employee and client experience. Analyze demographics and integrate with the team developing marketing strategies based on on-site visits in highly competitive markets with consistent community involvement and outreach increasing client retention. Reliable manager and analyst with a keen focus on detail, accuracy and the impact of operational excellence achieving satisfactory audit ratings and exceeding sales goals. Ambitious and motivated professional seeking creative ways to drive profit and reduce loss. Adept at handling private and confidential information with extreme care.

Overview

17
17
years of professional experience

Work History

House Manager / Homemaker

Barreiro Household
06.2013 - Current
  • Manage multiple schedules for a household of two adults and three children
  • Coordinated on-site events catering to the attendance of 10 to 120 people, developed and maintained positive relationships with guests, vendors and other external partners to establish rapport.
  • Managed on-site renovation projects and lead Point of Contact in all decisions, Interviewed Contractors, Comparative Analysis of their abilities and quotes, performed verification of past work and maintaining relationships with hired contractors and crews through completion of projects.
  • Established and maintained necessary and important local and township contacts adhering to guidelines and regulations for renovations and property maintenance.
  • Negotiated Contracts
  • Formulated and oversaw housekeeping budget to manage expenditures and control expenses for utilities, food and other necessities to maintain fiscal responsibility.
  • Implemented daily, weekly and monthly cleaning routines for members of family to follow.
  • Scheduled and prioritized tasks to people of household, overseeing work completion including academic assignments of children, establishing and marinating their after school activities, sports and socialization commitments.
  • Established and enforced safety protocols and guidelines for all, Coordinated medical appointments for all family members and follow ups with heath care providers
  • Fostered partnerships with the county and district professionals tasked to assist in the children's diagnosed academic and social needs, maintaining advocacy and oversight to processes and progresses on behalf of the children.
  • Skilled at working independently and collaboratively.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Strengthened communication skills through regular interactions with others.
  • Organized and detail-oriented with a strong work ethic.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Identified issues, analyzed information and provided solutions to problems maintaining objective and patience uncovering the need and implementing resolution.
  • Balanced caregiving duties with freelance work using time management strategies.

Assistant Branch Manager

JP Morgan Chase
11.2011 - 06.2013
  • Trained and developed team members in alignment with branch service standards and objectives.
  • Extensive experience with customer contact and provided excellent customer service with gains in district and regional recognition.
  • Demonstrated proficiency in operations, transaction accuracy, and teller referrals.
  • Strong probing, communication, analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer and employee issues.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Initiated a family like atmosphere among team, provided various recognition to staff for all positive behaviors and sales achievements.
  • Hosted "huddles" with staff keeping each informed of key priorities, field changes and economic forecasts and objectives.
  • Demonstrated ability to perform and coach sales interactions. Supported portfolio growth by coaching tellers to effectively identify referral opportunities, deepen relationships and perform sales/referral activities.
  • Demonstrated leadership skills and regularly moved above and beyond to assist others.
  • Leveraged workforce scheduling tool to optimize staffing in branches to ensure effective lobby and line management yielding exceptional client service and compliance with all regulatory requirements.
  • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff leveraging daily reports and observations of banking center team in action.
  • Provided coaching and performance management on decisions and processes used while role modeling the desired behaviors on a consistent basis.
  • Mitigated controllable losses while maximizing customer advocacy. Prepared Profit and Loss Forecasts and presented findings in team meetings assisting with plan development to increase profit.
  • Partnered with Area Operations Supervisor in the execution of operational excellence and achievement of operational goals in preparation for audits.
  • Adhered to operational controls, including legal, corporate, and regulatory policies and procedures to ensure the safety and security of customers and bank assets.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Partnered closely with Branch Manager and District Managers to achieve overall sales and service goals by maximizing sales referrals, manage hiring, performance management, compensation of team, managed partnerships, associate developments and proficiency, building and retaining customer relationships, scheduling of staff and surprise audits.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Adhered to staffing guidelines and recommended mix of full-time and part-time employees.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

Assistant Branch Manager Trainee

JP Morgan Chase
07.2011 - 10.2011
  • Accepted into the 90 day training program designed to provide the key essentials to performing as an Assistant Branch Manager at Chase. Successfully completed the Trainee program prior to my placement in a branch.
  • Learned the management operational functions including loss control, compliance, and customer service retention and audit standards.
  • Learned how to supervise, coach and develop Tellers, Lead Tellers, and Bankers regarding policies, procedures, products, systems, banking transactions while ensuring proper new account opening processes.
  • Mastered all aspects of branch operations, including regulatory compliance, Bank Policy & Procedure, and various paying and receiving transactions.
  • Learned to lead and develop branch teller staff to meet customer's service needs and foster an environment in which all employees can perform their best work in a team setting.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Shadowed and Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.

Teller

JP Morgan Chase
09.2008 - 06.2011
  • Extensive experience with customer contact and ongoing customer relationships.
  • Worked well in a team environment to best service customers.
  • Exceptional problem solving skills.
  • Strong listening and verbal communication skills.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Detail-oriented and organized.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Ability to multi-task.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Handled high transaction volume with exceptional accuracy and balancing settlements.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Believed in sales and service processes, executed above peers in referral tallies, regularly went above and beyond to help peers and customers.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Assisted with training of new tellers on policies and procedures.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Monitored and verified suspicious activity on customer accounts.
  • Executed wire transfers, stop payments and account transfers.
  • Cross-sold credit cards, loans and other bank products.
  • Trained new hires on customer service policies and procedures.
  • Generated monthly reports on customer activity and customer feedback.

Teller promoted to Senior Teller

Washington Mutual Bank
06.2007 - 09.2008
  • Proficient in communicating effectively with diverse groups and individuals.
  • Specialized in building relationships. Developed open, considerate, effective and productive working relationships with customers and team members.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Expert in handling all standard software, hardware and technology of the work unit. Ability to operate all office equipment.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Demonstrated adaptability within the work environment. Responded appropriately and competently to the demands.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Exceeded both MAX presentation and application rate goals consistently meeting monthly referral goals. Promoted to Senior Teller in March 2008.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Maintained positive attitude and outlook among team and customers.

Dental Technician

Dr. Jeffrey Rossman
01.2007 - 06.2007
  • Worked in private practice office setting for oral and maxillofacial surgery.
  • Assisted doctor in wisdom teeth removal, dental implants, bone grafting, facial infections and trauma, oral pathology, apicoectomies, pre-prosthetic surgery and delivering optimal post treatment patient recovery.
  • Trained in assisting with Intravenous (IV) sedation and taking patients vitals.
  • Well versed in health and insurance policies.
  • Monitored supply inventory and ordered more ahead of schedule to prevent lost time.
  • CPR certified with Nassau County NY in 2007.
  • Aided in medical records filing and ensured the office was well stocked with all medical supplies. Maintained office organization.
  • Administered and developed oral x-rays.
  • Skillful in time management and quick problem solving skills and recovery of patients.

Sales Associate

Express Limited Brands
10.2006 - 01.2007
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Ensured product was immediately accessible to the customer available and sized appropriately.
  • Engaged with customers to build rapport and loyalty.
  • Ensured customer experienced a quick and efficient cash wrap experience helping customers locate products and checked store system for merchandise at other sites.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Proficient in balancing cash drawer, closing all registers and cash drops to banking facility.
  • Maintained outgoing customer interactions meeting and greeting customers throughout the store in effort to increase production while reducing shrink.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.

Education

Associate of Arts - Liberal Arts & Sciences

Suffolk Community College
Brentwood, NY

Associate of Arts - Liberal Arts & Sciences

Nassau Community College
Garden City, NY

High School Diploma - Graduate with Honors

Plainedge High School
North Massapequa, NY
2004

Skills

  • Results-Oriented with Strong Self Motivated Work Ethic
  • Staff Development, Staff Management and Training
  • Credit Risk Evaluation
  • Financial Product Advisement
  • Audit Preparation and Monitoring
  • Profit and Loss Reporting
  • Revenue Generation
  • Sales Expertise
  • Proficient in Computer Programs (Microsoft Word, Excel, PowerPoint, Google Drive etc)
  • Account Retention
  • Employee Scheduling
  • Cash Handling including Vault Audits with Regulatory Compliance
  • Client Relationship Management and Rapport Building
  • Legal Considerations with adherence to Government Rules and Regulations
  • Strong Interpersonal Skills; Friendly, Engaged with Clients and Team Maintaining an Energetic and Helpful Outlook and Approach
  • Financial Advising

Accomplishments


  • January 2013: Awarded Certificate of Operations Excellence from Douglas Hodge, Senior Vice President Head of Branch Support with JP Morgan Chase for achieving a Satisfactory audit.
  • April 2012: Congratulatory letter from Ryan McInerney, CEO Consumer Banking with JP Morgan Chase for achieving Gold Status in Overall Customer Satisfaction.
  • November 2012: Appreciation of volunteer service for working in the Hurricane Sandy Command Center supporting Tri-State Region at Chase provided to me from Emmett Vollenweider, EVP of Financial Services with JP Morgan Chase.
  • October 2010: Received District wide Teller Recognition  listed as a Top Performing Teller furnished by Cindy Peterson, Senior Administrative Assistant to Richard Fischer (District Manager with JP Morgan Chase).
  • September 2009:Letter of Recommendation provided on my behalf by Llony Majumdar, Branch Manager with JP Morgan Chase.
  • August 2008: Congratulatory email delievering simpler banking with more smiles written by Linda Chai, District Manager with Washington Mutual; currently she is a District Manager with JP Morgan Chase.

References

Furnished upon request

Timeline

House Manager / Homemaker

Barreiro Household
06.2013 - Current

Assistant Branch Manager

JP Morgan Chase
11.2011 - 06.2013

Assistant Branch Manager Trainee

JP Morgan Chase
07.2011 - 10.2011

Teller

JP Morgan Chase
09.2008 - 06.2011

Teller promoted to Senior Teller

Washington Mutual Bank
06.2007 - 09.2008

Dental Technician

Dr. Jeffrey Rossman
01.2007 - 06.2007

Sales Associate

Express Limited Brands
10.2006 - 01.2007

Associate of Arts - Liberal Arts & Sciences

Suffolk Community College

Associate of Arts - Liberal Arts & Sciences

Nassau Community College

High School Diploma - Graduate with Honors

Plainedge High School

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Lauren Marie Barreiro