Marlyn Martin
Poughkeepsie,NY
Overview
21
21
years of professional experience
Work History
Relationship Advisor
Hudson Valley Credit Union
Poughkeepsie, NY
12.2023 - 12.2025
- Responsible for processing loan, credit card and lines of credit applications.
- Established new membership accounts. Provide Debit / ATM cards when needed.
- Assist on the Teller side. Processed deposits, withdrawals and payments. Handled large volumes of cash.
- Balance drawer, and assist management with daily end of day tasks
- Cultivated strong customer relationships by providing or referred to our Wealth Management specialist for personalized financial solutions and expert guidance.
- Conducted comprehensive needs assessments to identify clients' financial goals and recommend appropriate products.
- Facilitated client onboarding processes, ensuring compliance with regulatory requirements and internal policies.
- Delivered exceptional service through effective communication, resolving inquiries and addressing concerns promptly.
- Collaborated with cross-functional teams to streamline operations and improve service delivery efficiency.
- Strengthened client relationships by providing personalized financial advice and exceptional customer service.
- Enhanced overall customer satisfaction by consistently delivering prompt responses to inquiries and resolving any account-related issues.
- Negotiated favorable terms for clients during loan restructuring discussions, minimizing financial burden while maintaining lender confidence.
- Improved client retention rates through proactive communication efforts and timely resolution of inquiries or concerns.
- Proactively addressed potential client issues before escalation, preserving long-term relationships and trust in the bank''s services.
- Maintained up-to-date knowledge of industry trends, regulations, and compliance.
- Identified opportunities for cross-selling products to existing clients, enhancing their overall banking experience.
Retail Salesperson
Loro Piana
11.2006 - 07.2008
- Supported a top producing Sales Associate for the boutique.
- Facilitated high end client sales, merchandising and operations.
- Administered client books, sales records, receipts and correspondence.
- Processed customer orders between Sales Associate and Shipping Department.
Cashier
Giorgio Armani
11.2004 - 11.2006
- Supervise sales or support personnel.
- Train sales personnel.
- Process sales or other transactions.
- Greet customers, patrons, or visitors.
- Monitor sales activities.
- Calculate costs of goods or services.
- Provide customers with general information or assistance.
- Answer customer questions about goods or services.
- Explain technical product or service information to customers.
- Reconcile records of sales or other financial transactions.
Education
GED -
Edward R. Murrow
Brooklyn04.2003
Skills
Patience and tolerance
Active learning
Self-awareness
Open-mindedness
Client confidentiality
Problem-solving
Timeline
Relationship Advisor
Hudson Valley Credit Union
12.2023 - 12.2025
Retail Salesperson
Loro Piana
11.2006 - 07.2008
Cashier
Giorgio Armani
11.2004 - 11.2006
GED -
Edward R. Murrow