Margaret Capellan
East Haven
Summary
Dynamic banking professional with a proven track record at Apple Bank, excelling in cross-selling and regulatory compliance. Adept at driving sales strategies and enhancing customer experiences, I leverage strong account management skills to consistently exceed goals. Committed to team development and performance monitoring, ensuring operational excellence in branch operations.
Overview
6
6
years of professional experience
Work History
Universal Banker
Apple Bank
Larchmont
04.2023 - Current
- Delivered a full range of banking services including opening accounts, processing transactions, and educating clients on bank products and services. Consistently met or exceeded sales goals by promoting checking, savings, credit, and investment products. Assisted customers with digital banking tools, troubleshooting issues, and providing hands-on demonstrations. Ensured compliance with all bank policies and federal regulations including AML, BSA, and KYC.
Teller Supervisor
TD Bank
Bronx
01.2021 - 03.2023
- Supervise and mentor a team of 6 tellers, overseeing daily transactions and ensuring compliance with bank policies. Conduct regular audits of cash drawers and vault balances to ensure accuracy and prevent discrepancies. Assist branch manager with scheduling, performance reviews, and employee development plans. Provided exceptional service to customers, resolving complex issues and promoting banking solutions to meet client needs. Train new hires and oversee ongoing training to maintain a high-performing and knowledgeable team.
Customer Experience Manager
Michaels Arts and Crafts
Hartsdale
09.2019 - 11.2020
- Led customer service initiatives to enhance shopping experiences in-store.
- Developed training programs for staff on customer engagement techniques.
- Analyzed customer feedback to identify areas for improvement in services.
- Collaborated with merchandising team to optimize product displays and layouts.
- Implemented strategies to resolve customer complaints and improve satisfaction scores.
Education
Bachelor of Science - Business Administration
Mercy University
Dobbs Ferry, NY05-2024
High School Diploma -
Preston High School
The Bronx, NY05-2018
Skills
- Platform expertise
- Cross-selling
- Sales strategies
- Regulatory compliance
- Strategic thinking
- Account management
- Microsoft Office
- Audit procedures
- Performance monitoring
- Portfolio management
- Banking software navigation
- Branch operations
- Cash handling proficiency
- Transaction processing
References
References available upon request.
Timeline
Universal Banker
Apple Bank
04.2023 - Current
Teller Supervisor
TD Bank
01.2021 - 03.2023
Customer Experience Manager
Michaels Arts and Crafts
09.2019 - 11.2020
Bachelor of Science - Business Administration
Mercy University
High School Diploma -
Preston High School
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