Marsha Coye
East Stroudsburg,PA
Summary
Experienced financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in various aspects of the banking industry, including bank operations, sales and marketing. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Notary Signing Agent
JSF Notary Signature Services LLC
East Stroudsburg, PA
09.2020 - Current
- Checked documents and identifying credentials for all parties.
- Administered oath to document signers to obtain affirmation of truth.
- Looked for signs of fraud or coercion and refused notarization.
- Oversaw automated tracking and documentation of data, client correspondence and office operations.
- Assisted in proper processing of up to 80 bookings monthly, encompassing multiple representatives.
Financial Services Specialist
TD Bank NA
New York, NY
03.2016 - 09.2020
- Supervised 15-22 TD Bank locations. Worked with the leadership team of each location in building sales.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Negotiated with finance companies for optimal financing opportunities for clients.
- Discussed financial options with clients and provided informed suggestions.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Personal and Business Banker
Citibank
New York, NY
12.2013 - 03.2016
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by upselling personal and business banking products and financial services to customers.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Licensed Banker
JPMorgan Chase
New York, NY
09.2006 - 12.2013
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Opened, closed and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provided advice on different bank products and financial options.
- Represented bank at community events to establish strong ties and promote business.
- Created and managed community events and customer promotions.
Education
Associate of Applied Science - Business Management
Borough of Manhattan Community College of The City University of New York
New York, NY06.2004
Skills
- Special Projects
- Complex Information Interpretation
- Bank Sales
- Cross-Selling and Partner Referrals
- Growth Portfolios
- Legal Document Preparation
- Analytical Thinking
- Credit History Review
Certification
- CNP - Certified Notary Public
- Life and Health Insurance License
Timeline
Notary Signing Agent
JSF Notary Signature Services LLC
09.2020 - Current
Financial Services Specialist
TD Bank NA
03.2016 - 09.2020
Personal and Business Banker
Citibank
12.2013 - 03.2016
Licensed Banker
JPMorgan Chase
09.2006 - 12.2013
Associate of Applied Science - Business Management
Borough of Manhattan Community College of The City University of New York
- CNP - Certified Notary Public
- Life and Health Insurance License
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