To secure a position in an organization that offers a challenging opportunity for career development by expanding my current areas of expertise within a positive team environment.
Overview
14
14
years of professional experience
Work History
Brokerage Associate
Atria Wealth Solutions
Syracuse, New York
08.2023 - Current
Executed trades in a timely manner according to client instructions.
Managed portfolios, including buying and selling securities as needed.
Ensured compliance with regulatory requirements when executing trades or managing accounts.
Fostered strong professional relationships with financial institutions, asset managers, and other industry professionals.
Managed high-stress situations effectively, making critical decisions under tight deadlines to safeguard client interests.
Universal Banker/ Head Teller
The First Bank
McDonough, USA
09.2021 - 07.2023
Trained new tellers in processes and procedures for financial institution, and provides guidance
Conducted monthly audits and reports on teller staff
Balanced main vault, verified and handled Federal Reserve shipment
Member Service Representative
Navy Federal Credit Union
Stockbridge, USA
07.2019 - 09.2021
Crossed trained to perform various teller and banker procedures to maintain flow of business
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse member questions
Greeted members warmly and handled all complaints with member centric focus
Teller
Wells Fargo
Augusta, USA
01.2016 - 12.2018
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
Processed customer transactions promptly, minimizing wait times
Disbursed cash and checks accurately while maintaining security of cash drawers
Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime
Flight Attendant
SkyWest Airlines
USA
11.2010 - 01.2013
Clearly explained and demonstrated safety and emergency procedures to passengers prior to takeoff
Attended monthly workshops in customer service, conflict resolution tactics, and safety procedures to keep abreast of all new requirements and procedures
Facilitated boarding process by greeting passengers upon arrival to aircraft and providing direction to seats and inflight beverage service
Education
Associates Degree -
Paine College
Augusta, GA
01.2012
High School Diploma -
North Springs High School
Atlanta, GA
01.2009
Skills
Excellent interpersonal skills
Excellent communication skills
Excellent relationship skills
Concierge Customer Service
Analyzed business to optimize productivity
Proficiency in Unio,Netx360,8x8
Proficiency in Word
Proficiency in Excel
Proficiency in PowerPoint
Customer Acquisition
Referral/Repeat Business Generation
Complaint Handling
Consultative Sales
Inventory Management
Effective Leadership
Financial Software
Experience with Populations
Activity Planning and Execution
Clerical Support
Accomplishments
Promoted to Lead Teller based on superior performance.
Earned 100% surveys for outstanding customer service.