Monika Pelka
New Britain,CT
Overview
3
3
years of professional experience
Work History
Relationship Banker II
Webster Bank
06.2023 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Implemented strategies to increase customer retention, enabling investment growth.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Office Manager
Paul Davis Restroration
08.2022 - 06.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Lead Key Holder
Hallmark
11.2021 - 10.2022
- Provided exceptional customer service by addressing inquiries, resolving issues, and ensuring a positive shopping experience.
- Enhanced store sales by implementing effective merchandising strategies and engaging customers with product knowledge.
- Collaborated with management to develop promotional strategies that increased store traffic and sales revenue.
- Demonstrated expertise in product knowledge across various departments within the store, leading to improved upselling techniques among staff members.
Education
Bachelor of Science - Finance
Central Connecticut State University
New Britain, CT05.2020
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Financial Services
- Resourcefulness
- Multitasking Abilities
- Teamwork and Collaboration
- Attention to Detail
- Multitasking
Timeline
Relationship Banker II
Webster Bank
06.2023 - Current
Office Manager
Paul Davis Restroration
08.2022 - 06.2023
Lead Key Holder
Hallmark
11.2021 - 10.2022
Bachelor of Science - Finance
Central Connecticut State University