Monica DiSilvestre
Long Island City,NY
Summary
Dynamic professional with a proven track record at TD Bank, excelling in client engagement and financial advising. Adept in Salesforce and data analysis, consistently surpassing sales goals while demonstrating strong adaptability and attention to detail. Committed to enhancing client experiences and driving company success through effective communication and strategic planning.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Ambassador
John Ford Events
New York, NY
01.2018 - Current
- Interface with clients, compile data, and elevate company presence via email, social media, and word of mouth.
Teller / Customer Service Rep
Municipal Credit Union
St. Albans, NY
02.2025 - 06.2025
- Facilitated banking transactions for 20 to 50 clients daily, including withdrawals and deposits.
- Addressed customer inquiries regarding mortgage payments, account balances, and loan statuses.
- Processed large cash transactions exceeding ten thousand dollars efficiently each day.
- Completed necessary paperwork, submitted database reports, and adhered to banking procedures each shift.
CSR/Applied Behavior Analysis Specialist/ DME & MR Claims Processor
WPS Health Insurance (Government Agent Contract Work)
New York, NY
12.2023 - 08.2024
- Resolved over sixty-four insurance claim denials daily by adhering to established procedures.
- Utilized Mainframe and OnBase software to accurately build eligibility codes for DME/ABA/MR certificates.
- Guided new borrowers in comprehending initial mortgage statements.
- Surpassed compliance, productivity, and quality assurance standards aligned with company objectives.
Teller/ CSR/ Store Supervisor
TD Bank
New York, NY
10.2021 - 08.2023
- Managed high-dollar vault and cash handling procedures, meeting all sales objectives.
- Serviced 50 to 100 clients daily by performing account openings and advising on financial products.
- Consistently surpassed personal sales goals through effective use of Salesforce and Microsoft Office Suites.
Education
Bachelor of Business Administration - Finance
Baruch College/CUNY, Zicklin School of Business
New York, NY12.2022
Skills
- Investment analysis
- Team collaboration
- Adaptability
- Attention to detail
- Client engagement
- Planning and forecasting
- Data analysis
- Financial advising and insurance advising
- Salesforce proficiency
- Microsoft Office proficiency
- Python basics
- R basics
- Mainframe systems
- OnBase software
- Outlook proficiency
- Zoom communication
- Symatar platform
- Synergy development
Projects
GLO-BUS Competitive Business Management, Baruch College, New York, NY, Management Member, Spring 2022, Applied a tailor-made business strategy on simulated company in a competitive environment, achieving 1st place amongst class groups, Curated a 15 minute long presentation and analysis of our competitive strategy Database Management System, Baruch College, New York, NY, Team Leader, Fall 2021, Collaborated with 4 other team members to develop a database management system for a company of our choice using Microsoft Access software, Met with team weekly to develop project and submit each layer leading up to the final management system
Extracurricular Activities
Stocks and Trading Club – Baruch College WiTNY (Women in Technology and Entrepreneurship in New York) – Cornell University with CUNY
Languages
- Spanish Intermediate
- Italian Beginner
- Portuguese Beginner
Certification
XCEL Solutions Life, Accident, and Health Exam Licensing Prerequisite
Timeline
Teller / Customer Service Rep
Municipal Credit Union
02.2025 - 06.2025
CSR/Applied Behavior Analysis Specialist/ DME & MR Claims Processor
WPS Health Insurance (Government Agent Contract Work)
12.2023 - 08.2024
Teller/ CSR/ Store Supervisor
TD Bank
10.2021 - 08.2023
Ambassador
John Ford Events
01.2018 - Current
Bachelor of Business Administration - Finance
Baruch College/CUNY, Zicklin School of Business