Overview
Work History
Education
Skills
Timeline
Generic

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, CT
05.2020

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

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Monika Pelka