Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Maria Coelho

Maria Coelho

New Bedford,MA

Summary

A loyal, trustworthy and dependable individual. A lifelong record of hard work, going the extra mile, and producing excellent results. I am well experienced in banking with 18 years in the finance industry. Organized and goal oriented. Take the initiative to solve problems, and complete multiple assignments on time. Interpersonal skills; a ‘people’ person, able to make good decisions. Perform tasks well on short notice. Team players and work well with others. Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with a track record of consistently meeting or exceeding sales goals.

Knowledgeable manager with proven track record in managing branch operations and driving team performance. Successfully implemented process improvements that enhanced customer satisfaction and operational efficiency. Demonstrated leadership and problem-solving skills, consistently fostering collaborative work environment.

Overview

18
18
years of professional experience

Work History

Assistant Branch Manager

BankFive
09.2021 - Current
  • Trained and developed new team members in alignment with branch service standards and objectives. Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement. Managed customer service inquiries and pinpointed and implemented proper path to resolution. Entered loan data into computerized banking system for renewals and modifications and submitted requests to portfolio managers before maturity.

Small Business Specialist

BankFive
12.2018 - 09.2021
  • Prospected for new business through networking, community outreach and customer referral generation. Consulted on business packages and made personalized recommendations. Developed customized solutions of deposit, lending and other products for small business customers. Created and managed community events and customer promotions.

Branch Assistant

BankFive
01.2017 - 12.2018

Teller/ Senior Teller

BankFive
02.2007 - 01.2017

Education

Career /Financial/Accounting

Bristol Community College
01.2009

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New Bedford High School
01.2002

Skills

  • Sales
  • Microsoft Word, Excel, PC Literate
  • Willing to learn
  • Customer service orientated
  • Proactive and Focused
  • Relationship building
  • Goal setting
  • Cold calling
  • Objection handling

Languages

Spanish
Portuguese
Creole

Timeline

Assistant Branch Manager

BankFive
09.2021 - Current

Small Business Specialist

BankFive
12.2018 - 09.2021

Branch Assistant

BankFive
01.2017 - 12.2018

Teller/ Senior Teller

BankFive
02.2007 - 01.2017

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New Bedford High School

Career /Financial/Accounting

Bristol Community College
Maria Coelho