Monita Pum
Summary
Dedicated Personal Banker with 3+ years of experience providing tailored financial solutions and exceptional customer service. Eager to leverage strong communication skills, financial literacy compliance, financial product knowledge, relationship building, and identifying client needs.
Overview
7
7
years of professional experience
Work History
Retail Banker II
TD Bank
Seabrook, New Hampshire
01.2023 - Current
- Recommended tailored financial products to prospective customers, contributing to branch sales and portfolio growth.
- Monitored sales goals set by branch manager and executed strategic plans to achieve targets.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Maintained compliance with bank policies and regulatory requirements.
- Adhered to strict security protocols regarding customer information confidentiality.
- Cultivated client relationships to enhance trust and ensure long-term engagement with services offered.
- Created detailed account summaries for each client outlining their current financial status.
- Trained 4 new staff on operational procedures and banking protocols.
91B Rank E3
US ARMY
Somersworth, New Hampshire
07.2019 - 07.2023
- Aligned with long standing culture of honor, integrity, and teamwork
- Executed maintenance and recovery operations as a wheeled vehicle mechanic.
- High level of accountability, and strict operating service levels
- Leveraged changing strategies to enhance team effectiveness and adaptability.
- Supported team members by sharing best practices and promoting collaborative efforts.
- Managed administrative tasks to maintain compliance with military regulations and standards.
Receptionist
Nails for You
05.2021 - 10.2022
- Focus on providing the highest level of customer service to all clients in person, and on the phone
- Monitored customer service levels to ensure consistency among team members
- Led team huddles to foster positive attitudes and encourage daily performance improvement
- Schedule team members to balance profitability and ensure there are no wait time
- Managed social media marketing to increase brand awareness and attract foot traffic
Line Tech
M & H Engineering
03.2020 - 04.2021
- Quickly addressed any potential Quality Control issues
- High focus on consistency in constant fast paced environment
- Built and maintained relationships with individuals in department supply chain
- Held multiple responsibilities in a fast-changing roles
Education
High School Diploma -
Lowell High School
Lowell, MA05-2019
Some College (No Degree) - Biology
University of Massachusetts, Lowell
Lowell, MASkills
- Bilingual(Cambodian speaking)
- Client management
- Listening skills
- Computer/Digital Literacy
- Quality Assurance
- Dependability
- Sales techniques
- Professionalism
- Integrity
- People skills
- Problem Solving
- Organization
Languages
Khmer
Native/ Bilingual
Timeline
Retail Banker II
TD Bank
01.2023 - Current
Receptionist
Nails for You
05.2021 - 10.2022
Line Tech
M & H Engineering
03.2020 - 04.2021
91B Rank E3
US ARMY
07.2019 - 07.2023
High School Diploma -
Lowell High School
Some College (No Degree) - Biology
University of Massachusetts, Lowell