Naomie Cherisme
Hollywood,FL
Overview
11
11
years of professional experience
Work History
Concierge
Citibank
01.2023 - 01.2024
- Delivered personalized service to existing clients by resolving account inquiries and providing tailored financial solutions that improved satisfaction and retention.
- Processed account openings, deposits, withdrawals, and other financial transactions in compliance with bank policies and procedures.
- Identified and referred opportunities for additional banking products and services to segment partners, contributing to branch growth and client engagement.
- Handled complaints promptly and effectively to maintain satisfaction and strengthen customer relationships.
- Supported sales and service activities through branch events, seminars, and promotional campaigns that increased awareness of banking products and services.
- Maintained accurate records and documentation to support daily transactions and audit readiness.
- Applied ethical judgment and regulatory knowledge to safeguard customer assets and uphold the bank’s reputation for transparency and accountability.
- Partnered with internal departments and team members to streamline workflows, coordinate service delivery, and enhance client experiences.
Relationship Banker
Truist
01.2013 - 01.2022
- Facilitated accounts payable and receivable functions by streamlining transactions and providing financial advice to clients based on data-driven observations.
- Oversaw relationships with individual and business clients, evaluating account activity to ensure compliance and optimize service delivery.
- Supported month-end closing by ensuring accuracy and completeness of financial transactions and documentation related to customer accounts.
- Analyzed client documentation and financial information to make informed recommendations that supported product and service-based purchasing decisions.
- Met regularly with internal teams and leadership members to strategically plan daily operations, set monthly goals, and refine customer engagement initiatives.
- Liaised with department heads, team members, and clients to facilitate financial operations while meeting projected revenue and retention goals.
Timeline
Concierge
Citibank
01.2023 - 01.2024
Relationship Banker
Truist
01.2013 - 01.2022