Lyric Washington
Staten Island,NY
Summary
Results-driven Banking Professional skilled in account management and customer service within financial services. Enhanced client relationships through tailored financial solutions and proactive communication. Recent business administration graduate with a concentration in accounting, equipped with strong analytical and problem-solving skills. Experienced in processing transactions, cross-selling products, and ensuring compliance.
Overview
11
11
years of professional experience
Work History
Personal Banker
Citi Bank
Brooklyn, New York
06.2025 - Current
- Facilitated access to banking products, account services, and credit solutions for consumers and small businesses, enhancing their financial options.
- Generated qualified referrals by cross-selling deposit accounts, lending solutions, and financial products.
- Marketed banking offerings to boost engagement and retention among existing customers, reinforcing customer loyalty.
- Conducted outbound and inbound communications to acquire new customers and promote relevant services.
- Streamlined customer experience by enhancing access to financial tools and resources, promoting customer satisfaction.
- Ensured compliance with banking regulations, SAFE Act requirements, and risk management policies.
- Protected customer information and bank assets through effective risk management practices.
Universal Banker
Citi Bank
Staten Island, New York
09.2023 - 06.2025
- Cross-sold banking products during customer interactions, driving branch sales goals and strengthening customer relationships.
- Delivered exceptional customer service by resolving account issues and providing timely solutions to inquiries.
- Processed high-volume financial transactions, including deposits, withdrawals, transfers, and payments, adhering to operational procedures.
- Facilitated account openings, maintenance, and service requests, ensuring adherence to policies and regulations.
Community Engagement Specialist
NYC Health + Hospitals
12.2020 - 05.2022
- Executed neighborhood canvassing protocol for newly diagnosed COVID-19 case patients, ensuring accurate documentation of contact attempts and timeframes for effective follow-up
- Communicated significance of contact tracing in preventing disease transmission and promoting community health, fostering understanding and cooperation among residents
- Utilized scripted template to guide interview process, ensuring comprehensive question coverage while fostering professionalism and empathy
- Completed data entry to facilitate case interviews and promptly entered close contacts into designated systems after obtaining information
Associate Banker/Teller
JP Morgan & Chase
11.2015 - 08.2020
- Delivered exceptional customer service by assisting clients with daily banking transactions.
- Processed customer transactions with accuracy and efficiency, enhancing overall client satisfaction.
- Resolved customer inquiries and issues promptly, exceeding service quality benchmarks.
- Facilitated branch sales by connecting clients to personal bankers for tailored financial solutions, contributing to increased branch performance.
- Guided clients on digital banking tools, simplifying their online navigation and enhancing user experience.
- Adhered to policies ensuring compliance with banking regulations and security protocols.
Education
BBA - Accounting
Berkeley College
New York, NY08-2024
Skills
- Loan processing
- Regulatory compliance
- Fraud prevention
- Banking software proficiency
- Account management
- Client management
- Client engagement
- Cross-selling techniques
- Financial expertise
- Problem solving
- Attention to detail
- Customer service
Timeline
Personal Banker
Citi Bank
06.2025 - Current
Universal Banker
Citi Bank
09.2023 - 06.2025
Community Engagement Specialist
NYC Health + Hospitals
12.2020 - 05.2022
Associate Banker/Teller
JP Morgan & Chase
11.2015 - 08.2020
BBA - Accounting
Berkeley College