Noreen Burd

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• Educated clients on potential risks and rewards associated with various investments.
• Recommended specific investments to help clients meet financial goals.
• Educated clients on financial topics and best practices.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Educated clients on complex financial products, enhancing understanding and informed decision-making.
• Conducted thorough due diligence on prospective clients, ensuring compliance with regulatory requirements.
• Enhanced client retention rates by addressing concerns promptly and providing excellent customer service.

• I Work closely with new and existing customers to understand their financial needs and deepen relationships - Collaborate with branch colleagues and partners to support and refer customers with more complex financial needs - Achieve outstanding performance by providing superior relationship banking and customer service - Ensure compliance with all financial policies - Leverage problem-solving and strong communication skills to resolve customer issues - Obtained MLS
• Answered customers' questions and explained available services.
• Compiled information about new accounts, enter account information into computers and file related forms and other documents.
• Issued initial and replacement safe-deposit keys to customers.
• Referred customers to appropriate bank personnel to meet financial needs.
• Executed wire transfers of funds.
• Informed customers of procedures for applying for services, such as ATM cards, direct deposit of checks and certificates of deposit.
• Investigated and correct errors upon customers' request, accorded to customer and bank records.
• Needed for opening accounts and renting safe-deposit boxes.
• Processed loan applications.
• Provided efficient and courteous service to customers at all times.
• Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives.
• Responded quickly to meet customer needs and resolve problems.
• Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
• FINRA License 6 & 63
• Life & Health Insurance License
• Provided tailored financial solutions to meet diverse client needs and objectives.
• Cultivated and maintained strong customer relationships to drive client satisfaction and retention.
• Mentored junior bankers, fostering professional growth and improving team performance.
• Streamlined onboarding processes for new clients, increasing efficiency and satisfaction rates.
• Collaborated with cross-functional teams to develop strategic initiatives that improved service delivery.
• Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
• Resolved complex customer issues, resulting in increased trust and loyalty among clients.
• Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
• Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
• Mentored junior Relationship Bankers, sharing best practices for success in the role.
• Collaborated with branch team members to achieve sales targets and improve overall performance.
• Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
• Reported directly to the branch manager, offering weekly updates on client portfolio performance, new business development progress, and other pertinent metrics.
• Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement cycle.
• Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
• Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
• Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
• Developed new business by actively prospecting potential customers and maintaining strong referral networks.
• Resolved customer complaints and disputes to maintain satisfaction and loyalty.
• Maintained in-depth product and service knowledge for well-informed customer advice.
• Cultivated strong customer relationships by providing tailored advice and services.
• Assisted customers with completing required forms for opening and closing bank accounts.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Facilitated customer transactions, including deposits, withdrawals and transfers.
• Adapted products and services to suit customers' changing financial circumstances.
• Referred customers to other banking departments for specialized services.
• Established rapport with new clients to increase satisfaction and loyalty.
• Educated customers on online banking and mobile banking applications.
• Maintained friendly and professional customer interactions.
• Assisted customers with banking needs and inquiries.
• Executed wire transfers, stop payments and account transfers.
• Handled various accounting transactions.
• Processed wide variety of retail banking transactions for personal and commercial customers.
• Cross-sold credit cards, loans and other bank products.
• Monitored and verified suspicious activity on customer accounts.
• Trained new hires on customer service policies and procedures.
• Processed applications for new accounts.
• Performed account maintenance by closing out accounts and changing customer addresses.

• Provided excellent customer service to participants, - Recipient of several accolades from both plan participants, key contacts and commission members
• Provided over 90 group presentations to all employees annually - Brought awareness of the 457 Plan in given territory of 3500-4000 individuals - Serviced accounts and help participants retire by providing over 900 individual meetings annually
• Completed and submitted client related forms in timely manner with policies and procedures, for example: meeting tracker and sales force
• Answered clients' questions about purposes and details of financial plans and strategies.
• Met with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan.
• Explained to clients personal financial advisor's responsibilities and types of services to be provided.
• Contacted clients periodically to determine changes in financial status.
• Implemented financial planning recommendations or referred clients to someone who can assist with plan implementation.
• Conducted seminars or workshops on financial planning topics, such as retirement planning, estate planning, or evaluation of severance packages.
• FINRA License 6 & 63
• Life & Health Insurance License

• Serviced State of New Hampshire Plan - Coordinated group meetings with each assigned agency - Grew State of NH Plan by adding 6 additional municipalities to plan - Provided continued customer service to individuals enrolled in the plan - Coordinated 30-45 Benefit Fairs around State of New Hampshire to promote plan annually
• Successfully obtained Finra 6 & 63
• Contacted clients periodically to determine changes in financial status.
• Guided clients in gathering information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
• Managed client portfolios, kept client plans up-to-date.
• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan.
• Answered clients' questions about purposes and details of financial plans and strategies.
• FINRA License 6 & 63
• Life & Health Insurance License