Summary
Overview
Work History
Education
Skills
Timeline
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Michael Poulin

Lawrence,MA

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the business industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

3
3
years of professional experience

Work History

Relationship Associate

Enterprise Bank & Trust
Salem, NH
03.2022 - 06.2022
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

Tax Preparer Assistant

Jacqueline Business Services
Methuen, MA
01.2022 - 03.2022
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Teller

Santander Bank Us
Methuen, MA
11.2020 - 08.2021
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.

AT&T

Retail Sales Consultants: AT&T
Nashua , NH
08.2021 - 01.2021
  • Improved operations through consistent hard work and dedication.
  • Exceeded goals through effective task prioritization and great work ethic.
  • Participated in team-building activities to enhance working relationships.
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
  • Handle all administrative aspects of the sale including: completing customer contracts and warranties, pulling products from inventory, accepting customer payments and filing the completed orders
  • Maintain strong knowledge of all products, accessories, pricing plans, promotions and service features

Office Assistant

Saunders Crossing
Lawrence, MA
05.2017 - 09.2019


  • Communicated with residents in person and on the phone to answer questions ‘
  • Organized and file work orders for residents
  • Worked with confidential resident information regarding possible notices and other housing information
  • Delivered clerical support by handling range of routine and special requirements
  • Executed record filing system to improve document organization and management

Education

Bachelor of Science - Bachelor of Management Entrepreneurship

University of Massachusetts - Dartmouth
North Dartmouth, MA
05.2020

High School Diploma -

Central Catholic High School
300 Hampshire St.
05.2016

Skills

  • Software: Microsoft Word, Excel, PowerPoint, Outlook, Access;

Illustrator: Proficient with both PC and MAC platforms

  • English
  • Intermediate in Spanish
  • Willingness to learn
  • Communication skills
  • Attention to detail
  • Positive attitude
  • Self confidence

Timeline

Relationship Associate

Enterprise Bank & Trust
03.2022 - 06.2022

Tax Preparer Assistant

Jacqueline Business Services
01.2022 - 03.2022

AT&T

Retail Sales Consultants: AT&T
08.2021 - 01.2021

Teller

Santander Bank Us
11.2020 - 08.2021

Office Assistant

Saunders Crossing
05.2017 - 09.2019

Bachelor of Science - Bachelor of Management Entrepreneurship

University of Massachusetts - Dartmouth

High School Diploma -

Central Catholic High School

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Michael Poulin