Manisha Tulloo-Leckroneeea
CONCORD,NC
Summary
Highly reliable and focused Personal Banker with an exceptional client service record and extraordinary depth of loan and credit knowledge. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Medical Receptionist
Rowan Psychiatric and Medical Center
05.2020 - Current
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Managed multi-line phone system and pleasantly greeted patients.
- Checked patient insurance, demographic, and health history to keep information current.
- Maintained current and accurate medical records for patients.
- Completed patient referrals to other medical specialists.
- Adhered to strict HIPAA guidelines to protect patient privacy.
Member Relationship Advisor
Franklin Mint Federal Credit Union
01.2019 - 01.2020
- Assisted with all new account openings and business deposits
- Furnished program and product information to all new members as requested
- Maintained and updated members profiles on a regular basis
- Conducted individual financial analysis to determine appropriate loan and credit options
- Responded to all members’ queries and issues after performing appropriate research
- Maintained strict confidentiality for all members’ information
- Maintained and updated office process reports on a regular basis.
Financial Service Representatives IId
TD Bank, NA
08.2014 - 01.2020
- Provide overview of financial picture
- Lead financial service representative for supervising six customer representatives and holding them accountable for sales and service targets
- Assist in meeting branch goals by expanding member relationships through active selling of bank products and services in support of production and profitability goals
- Provide ongoing relationship servicing current members to maintain goodwill and gain additional business
- Responsible for opening and closing new memberships, including IRA, Trust and Estate accounts
- Responsible for processing and closing of personal loans, HELOC and PLOC with accuracy and efficiency
- Under direction of management, responsible for accurate daily branch settlement and all negotiable instruments within branch
- Demonstrate operational excellence, look for ways to improve operational efficiency, branch settlement, responsibilities and understanding loss prevention procedures
- Maintained established quality control and audit standards
- Examine documents for endorsement and negotiability, detect and resolve discrepancies promptly
- Perform accurate and timely file maintenance on members’ accounts.
Bank Teller
Wells Fargo
03.2011 - 02.2014
- Accurately and efficiently process and record routine transactions for bank customers including cashing checks and accepting deposits and withdrawals
- Process loan payments and money transfers
- Selling and redeeming U.S Savings Bonds applications to Federal Reserve as needed
- Reconcile cash and transactions each day to within balancing standards and assists with daily branch settlement
- Maintain orderly work area and ensure that all negotiable and confidential records are properly secured and maintain confidentiality of depositor information
- Promote and advise on bank’s products and services.
Education
Associate of Science - Associate in Computer Science
Camden County Community
Camden01.2008
Skills
- Relationship Building
- Investments
- Exceptional Sales Skills
- Extensive experience in banking and retail customer service provision
- Strong familiarity with a variety of retail banking credit options
- Excellent expertise in customer consumer loan
- High proficiency in a variety of cash handling processes
- Superior incoming and outgoing wire processing abilities
- Outstanding written and oral communication skills
Certification
- Annuity License
- Life Insurance Producer: License in the state of Pennsylvania and New Jersey
- Health Insurance Producer: License in the state of Pennsylvania and New Jersey
Timeline
Medical Receptionist
Rowan Psychiatric and Medical Center
05.2020 - Current
Member Relationship Advisor
Franklin Mint Federal Credit Union
01.2019 - 01.2020
Financial Service Representatives IId
TD Bank, NA
08.2014 - 01.2020
Bank Teller
Wells Fargo
03.2011 - 02.2014
Associate of Science - Associate in Computer Science
Camden County Community
- Annuity License
- Life Insurance Producer: License in the state of Pennsylvania and New Jersey
- Health Insurance Producer: License in the state of Pennsylvania and New Jersey
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