MAKONE D A R A M A Y
Minneapolis,MN
Summary
Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.
processing garnishments. Offering talents in cultivating lasting relationships, resolving issues quickly, and identifying mistakes on time sheets. Basic knowledge of bank systems and procedures, typically acquired through a minimum of 2 years of experience as a personal banker
Overview
7
7
years of professional experience
1
1
Certification
Work History
Connection Advisor Associates (REMOTE)
Twin Lakes Dentist
05.2024 - Current
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Answers assigned calls; prioritizes, screen, and/or redirects calls as needed. Answers questions, handles routine matters and takes messages.
- Schedules, cancels and reschedules appointments for patients/callers following standard work and departmental policies and procedures
- Obtains and accurately captures demographic information and patient's health insurance
information provided by the patient or caller. - Completes multiple types of patient registrations in a professional, accurate, customer-oriented and timely manner while following departmental policies and procedures.
- Requests and processes payments for co-pays, pre-pays and outstanding balances.
- Meets all departmental quality standards
- Transfers calls to Telehealth nurses and/or escalates calls to Team Coordinator or Supervisor as needed.
Personal Banker
Wells Fargo
02.2022 - 03.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Explained account terms and conditions to customers.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Maintained customer records and updated account information.
- Expanded client base by promoting new financial products.
- Processed deposits, withdrawals and ACH transfers accurately.
Customer Experience Banker
Huntington bank
01.2020 - 01.2022
- Managed a large customer base, providing personalized banking solutions and exceeding sales targets.
- Collaborated with colleagues to drive team performance and achieve branch goals.
- Provided exceptional customer service resulting in a 90% customer satisfaction rating.
- Analyzed customer needs, identifying cross-selling opportunities and increasing revenue.
- Participate in marketing initiatives to promote banking services.
- Develop and promote banking products and services to customers.
Cashier
Dairy Queen
11.2017 - 12.2019
- Take and enter orders, handle payments, keep the dining room and other guest areas clean, and provide excellent service
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals
- Greeted customers entering the store and responded promptly to customer needs
- Processed customer refunds and exchanges according to established guidelines
Education
Bachelor's Degree - Cyber Security
Going Back To College
Crystal, MN12.2019
High School Diploma -
Cooper High School
Robbinsdale, MN06.2018
Skills
- Ten-key operator
- Open an account
- Mortgage
- Credit card
- Processing garnishments
- Accounts Receivable
- Financial reports
- Check writing
- Cash handling
- Relationship building
- Problem-solving
- Client engagement
- Customer service
- Client relationship management
- Empathy and understanding
- Teamwork and collaboration
- Organizational skills
- Multitasking
- Emotional support
- Risk assessment
- Time management
- Critical thinking
Certification
Notary Officer
Languages
French
Native or Bilingual
Timeline
Connection Advisor Associates (REMOTE)
Twin Lakes Dentist
05.2024 - Current
Personal Banker
Wells Fargo
02.2022 - 03.2024
Customer Experience Banker
Huntington bank
01.2020 - 01.2022
Cashier
Dairy Queen
11.2017 - 12.2019
High School Diploma -
Cooper High School
Notary Officer
Bachelor's Degree - Cyber Security
Going Back To College
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