Melissa Sartor
Oceanside,NY
Overview
13
13
years of professional experience
Work History
Claims Advocate
World Insurance
12.2023 - Current
- Provided exceptional customer service to assigned facilities and efficiently managing caseload of 50+ claims per month.
- Developed relationships with key stakeholders, including adjusters and attorneys, to facilitate smoother claim processes.
- Facilitated smooth transitions for policyholders during claim process by liaising between various departments, ensuring all parties were informed and engaged.
- Collaborated with team to deliver clear, professional client presentations on insurance policies and claim progressions.
Branch Manager
JPMorgan Chase & Co
01.2022 - 09.2023
- Recruited, trained, and regularly mentored team of 8 banking professionals on their product knowledge, customer service skills, and compliance awareness. Fostered customer-centric culture.
- Adept at implementing risk mitigation strategies and collaborating with operations teams to enhance efficiency while maintaining regulatory standards.
- Monitored branch's performance through financial reports and key performance indicators. Collaborated with sales team and branch partners to implement strategies in order to establish relationships with local businesses, organizations, and individuals.
Relationship Banker/Manager-on-Duty
JPMorgan Chase & Co
11.2019 - 01.2022
- Analyzed customers' financial information to promote and sell bank products and services. Collaborated with wealth management advisors, home lending advisors, and business relationship managers to achieve and exceed sales targets and goals.
- Retained portfolio of 150+ high net worth business and personal clients. Provided exceptional customer service by understanding individual customer financial goals and providing personalized solutions.
- Maintained accurate records and documentation of customer interactions by utilizing salesforce reporting platform to manage customer data, log 85+ weekly calls, and track referrals to prepare and submit regular sales reports to management.
Lead Teller Operations Specialist
JPMorgan Chase & Co
03.2017 - 11.2019
- Regularly reviewed always updating policies and procedures to identify areas of improvement to streamline operational workflows. Trained branch staff to improve operational knowledge.
- Created and maintained records and reports of daily transactions and audit activities. Input audit data, transaction records, and other relevant banking metrics in the bank's record keeping systems.
- Sole control of all branch vaults and ATMs. Performed and scheduled all branch audits including 5+ cash draws, 5+ ATMs, and vaults.
Bank Teller
JPMorgan Chase & Co
06.2016 - 03.2017
- Processed customer transactions in a fast pace branch environment promptly, minimizing wait times. Maintained in-depth digital product and service knowledge to educate customers on banking website and mobile apps.
- Assist customers with basic account maintenance tasks, such as updating personal information, ordering checks, and providing account statements. Collaborated with customer service, risk management, and compliance, to resolve issues.
- Built rapport with customers to promote positive banking experience. Averaged annual score of 95% satisfaction in customer service surveys. Directly impacted overall branch customer service scores.
Sales & Operations Assistant
Four Points Capital Investment Firm
03.2013 - 05.2016
- Answered high volume of customer phone calls within fast pace environment. Assisted clients with account openings, fund transfers, and other account-related tasks.
- Assisted operations managers with operations projects and resolution of issues or discrepancies. Ensured compliance and maintained proper records for client accounts and transactions.
- Assisted investment professionals to prepare sales materials and presentations. Helped track sales leads and potential opportunities to increase client acquisition and retention efforts.
Administrative Assistant
Walter T. Gorman, Consulting Engineers
09.2011 - 10.2012
- Utilized systems such as AutoCAD to assist project managers and engineers in document preparations to meet deadlines. Answered 150+ weekly multi-line phone calls, routing calls, delivering messages to staff and greeting visitors.
- Arranged travel plans and accommodations for senior leaders. Handled scheduling for calendars and prepared meeting agenda and materials.
- Maintained relationships with office vendors and suppliers. Ordered office supplies and equipment and managed inventory. Assisted in managing expense reports and reimbursements.
Education & Skills
- Scholars Academy Rockaway Park NY- High School Diploma (Graduation Year:2012)
- Borough of Manhattan Community College- Associates Degree in Business Management (Graduation Year: 2024)
- Operations, Compliance, AML, and Risk Management
- Staff Management and Development
- Client Support and Account Management
- Administrative Support and Project Assistance
- Cash Management, Transaction Processing, and Digital Promotion
Timeline
Claims Advocate
World Insurance
12.2023 - Current
Branch Manager
JPMorgan Chase & Co
01.2022 - 09.2023
Relationship Banker/Manager-on-Duty
JPMorgan Chase & Co
11.2019 - 01.2022
Lead Teller Operations Specialist
JPMorgan Chase & Co
03.2017 - 11.2019
Bank Teller
JPMorgan Chase & Co
06.2016 - 03.2017
Sales & Operations Assistant
Four Points Capital Investment Firm
03.2013 - 05.2016
Administrative Assistant
Walter T. Gorman, Consulting Engineers
09.2011 - 10.2012