Moya Barker-Simpson
Provincetown,MA
Summary
To obtain a position in a reputable organization that will benefit from my skills and experiences and also to offer an opportunity for my career development. I am an organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Banking Center Supervisor
Cape Cod Five Savings Bank
08.2021 - Current
- Critical thinking, decision making and problem solving skills
- Provide cyber security awareness to protect the digital environment, and customers, Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while display a caring attitude (GUEST philosophy)
- Provide excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
- Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
- Safeguards customer trust by upholding duty of customer confidentiality
- Comply with all required laws, regulations, policies and procedures
- Able to complete all assigned learning activities
- Engage and actively participate in Banking Center meetings and one-on-one coaching sessions that is offered
- Demonstrate all Banking Center opening and closing activities
- Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
- Determining customers’ financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial, Cash Management, etc
- Works to develop and maintain a comprehensive knowledge of the Bank’s products and services offered, taking responsibility to request assistance for further development needs, including consumer, business, non-profit, retirement, digital banking, debits cards, etc
- Assists customers in preparing loan applications for home equity products and other consumer loans
- Participate/volunteer in community groups and events
- Responsible for providing overrides and mentoring for RB I and II staff
- Demonstrate high level of judgement and decision making ability
Relationship Banker II
Cape Cod Five Savings Bank
09.2019 - 08.2021
- Processing customer transactions, deposit account openings, and platform services to serve a broad range of customer needs (e.g
- Check orders, debit card issuance, stop payments, debit card/ACH disputes)
- Provide cyber security awareness to protect the digital environment, the Bank, and customers
- Develops rapport with customers, greeting customers by name, understands account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude
- Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
- Performs banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
- Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
- Determines customer’s existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Treasury Management, etc.)
- Determines customer needs and recommends the products and services that best meet their needs
- Maintains a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
- Customer lending opportunities and assists customers in preparing loan applications for home equity products and personal loans
- Safeguards customer trust by upholding duty of customer confidentiality
- Comply with all required regulations, guidelines, and policies
- Participate in branch meetings and one-on-one coaching sessions
- Participate/volunteer in community groups and events
Assistant Store Manager
The Black Dog Tavern Co
04.2019 - 08.2023
- Customer Service
- Overseeing staff / Manage Store
- Check off and balance registers
- Prepare lodgment /shipment
- Organizing and Schedule duties
- Inventory
Retail Sales Associate
Cumberland Farms Inc
04.2019 - 09.2019
- Customer Service
- Food preparation
- Cashiering
- Replenish & Organize Store
Loan Officer
Aim Financial Corporation Limited
04.2016 - 01.2019
- Communicate with Insurance companies & brokers
- Generate and provide timely weekly report
- Excellent communication skills (verbal & written)
- Provide and analyze a high volumes of data and trends
- Able to assess and address irregularities
- Provide ultimate customer service experience
- Able to multitask efficiently
- Provide timely feedback to customers
- Promote and cross-sell the company’s products, specials and rewards
- Initiate and engage in activities geared towards building customer base
Receptionist
Aim Financial Corporation Limited
04.2014 - 01.2016
- Serve visitors by pleasantly greeting, welcoming, directing and announcing them appropriately
- Directs visitors telephone calls and queries efficiently and completely
- Provide copies of relevant documents to customers and staff as requested
- Receive and sort daily mail/deliveries/couriers
- Maintain security by following procedures and controlling access
- Assist customers with loan information
- Perform other customer service and clerical receptionist duties such as filing, record keeping etc.
Team Leader / Supervisor
Mother’s Enterprises Limited
11.2011 - 04.2014
- Overseeing staff and manage retail store
- Responsible for checking off cashiers
- Prepare lodgment and ensure store vault is balanced
- Organize, prepare action plans and schedules
- Check and update data entry/ inventory
- Generate daily reports
- Responsible for ordering store products
- Perform Opening and Closing procedures
- Maintain all products through quality checks and other follow up activities
Education
BSc. - General Business Administration
University of Massachusetts Dartmouth
AS. Tourism - Hospitality & Ent. Management
Excelsior Community College
2016
Kingston Central (H.E.A.R.T)
2012
Mona High School
2010
Skills
- Financial Savviness (Conversant in all Business Lines)
- Problem Solving
- Relationship Building Skills
- Strong Verbal and Written Communication Skills
- Critical Thinking Skills
- Courage
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Sales Aptitude
- Eager and Agile Learner
- Operate in a culturally diverse work environment
- Working with colleagues and customers
- Develop and update hospitality industry knowledge
- Carry out data entry and retrieval procedures
- Computer literate with includes (Excel , Word , PowerPoint)
- Customer satisfaction oriented
- Ability to work in a goal oriented environment
- Ability to organize, multitask, prioritize and work under pressure
- High energy level and persuasion skills
- Ability to meet, maintain and exceed targets assigned
- High level of integrity
- Knowledge, Skills & Abilities:
- Successful in meeting required goals
- Detail oriented, flexible and adaptable
- Customer Service Technique
- Polite manner and pleasant voice
- Ability to independently complete transactions and all platform services
- Ability to mentor team members
- Demonstrated high level of judgement
- Demonstrated ability to fulfill the Banking Center opening and closing activities
Accomplishments
Nationwide Mortgage Licensing System (NMLS) registration Notary Public Commission
Financial Paraplanner Qualified Professional (FPQP) TM
Timeline
Banking Center Supervisor
Cape Cod Five Savings Bank
08.2021 - Current
Relationship Banker II
Cape Cod Five Savings Bank
09.2019 - 08.2021
Assistant Store Manager
The Black Dog Tavern Co
04.2019 - 08.2023
Retail Sales Associate
Cumberland Farms Inc
04.2019 - 09.2019
Loan Officer
Aim Financial Corporation Limited
04.2016 - 01.2019
Receptionist
Aim Financial Corporation Limited
04.2014 - 01.2016
Team Leader / Supervisor
Mother’s Enterprises Limited
11.2011 - 04.2014
BSc. - General Business Administration
University of Massachusetts Dartmouth
AS. Tourism - Hospitality & Ent. Management
Excelsior Community College
Kingston Central (H.E.A.R.T)
Mona High School
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