Luiza Beaupre
Saint Albans,US
Overview
24
24
years of professional experience
1
1
Certification
Work History
Personal Banker
Bar Harbor Bank & Trust
Newport, ME
11.2023 - Current
- Promoted additional bank services through personal contact with customers.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Conducted account openings and closings for clients.
- Participated in training sessions regarding new banking products or services.
- Provided customer service to clients, including answering questions and resolving issues.
- Responded promptly to customer emails, phone calls and requests for information.
- Researched customer inquiries and reported findings in a timely manner.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Recognized opportunities for cross-selling additional banking products or services.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Used product knowledge and abilities to execute consumer loans and other services.
- Executed wire transfers of funds in compliance with banking best practices.
Loan Officer Assistant
Citizens Bank
Boston, US
09.2020 - 09.2023
- Provide administrative support to the loan originator while providing excellent customer service to internal and external customers.
- Handle multiple tasks such as filing, entering loan application data, scheduling meetings, calling various-departments to ensure smooth processing of individual files.
- Contact customers regarding required loan documentation and prepare for loan officer review.
- Gather files for weekly pipeline review with mortgage processor and provide status of each file.
- Obtain necessary information related to outstanding conditions on loan files.
- Order marketing materials and print necessary flyers for the loan officer to utilize when meeting with-referral partners.
- Provide a list of prioritized items necessary for the loan officer to complete on a daily basis.
- Serve as a back up to the loan officer while they are out meeting with clients.
- Work with realtors and attorneys
Financial Services Representative
Bar Harbor Bank & Trust
Waterville, US
10.2019 - 09.2020
- Company Overview: Formerly People’s United Bank
- Open personal and business accounts
- Assist customers in completion of product applications
- Facilitate customer banking requests
- Respond accurately to customer inquiries for information
- Provide effective problem resolutions
- Consumer loan applications
- Mortgage applications
- Wire transfers
- Foreign Currency exchange
- Formerly People’s United Bank
Senior Financial Services Representative
People United Bank
Waterville, US
05.2010 - 09.2019
- Open personal and business accounts
- Assist customers in completion of product applications
- Facilitate customer banking requests
- Respond accurately to customer inquiries for information
- Provide effective problem solving
- Consumer loan applications
- Mortgage loan applications
- Life Insurance sales
- Investment advise
- Investment sales
- Wire transfers
- Foreign currency exchange
Customer Service Representative
TD Bank
Newport, US
03.2001 - 03.2010
- Open and close branch
- Consumer loan applications
- Mortgage loan applications
- Loan closings
- Underwrite consumer loans
- Open personal and business accounts
- Wire transfers
- Foreign currency exchange
Education
High School - Business
Provincetown High School
Provincetown, MA01.1977
Skills
- Telephone Skills
- Computer Skills
- Interpersonal Skills
- Loan Origination
- Banking
- Financial Services
- Insurance Sales
Certification
Life Insurance, Series 6 and 63, Present
References
- Matthew McGuckin, 207-290-2977
- John Minigiello, 617-240-1978
- Klaus Jensen, 617-320-4287
- Lucille Zelenkewich, 207-314-0151
Awards
Customer Service Associate of the year, 11/01/14, Voted for best customer service in the Northern ME division of People's United Bank.
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Personal Banker
Bar Harbor Bank & Trust
11.2023 - Current
Loan Officer Assistant
Citizens Bank
09.2020 - 09.2023
Financial Services Representative
Bar Harbor Bank & Trust
10.2019 - 09.2020
Senior Financial Services Representative
People United Bank
05.2010 - 09.2019
Customer Service Representative
TD Bank
03.2001 - 03.2010
High School - Business
Provincetown High School