Dynamic financial professional adept in overseeing annual budget creation and monitoring efficiency and labor costs. Thorough and driven to create quality financial services for all patrons.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
PNC Bank
Washington, DC
02.2024 - Current
Assist the Branch Manager to develop PNC Bank sales culture. Obtain and track sales/growth goals.
Coordinate scheduling for Teller/MSR Training Programs. Assist Branch Manager to identify training and/or developmental needs.
Overseeing and approve expenditures as directed by the Branch Manager in compliance with the approved branch operating and capital budgets.
Assisting with SEG business maintenance and development.
Conducting weekly staff meetings for training and informational purposes.
Complete monthly staffing schedule, as well as periodic branch reports.
Monitoring teller and member service performance and daily activities to ensure adherence to policies and procedures and timeliness of work performed.
Participating in the hiring, separation, coaching, counseling and performance review process as required.
Maintaining proficiency in the processing of all types of branch transactions; assist members and serve as technical resource person for the MSRs and Tellers.
Acting as MSR when needed
Remaining cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act
Branch Banker
PNC Bank
Washington, DC
02.2022 - Current
Engaging customers in sales conversations to identify appropriate financial solutions
Managing the customer experience by identifying opportunities to improve the customer's financial wellbeing
Driving proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
Leveraging ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships
Educating customers on options for managing financial transactions by leveraging technology, tools, and resources
Applying product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
Managing Risk - Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework
Identify prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers
Perfected my passion for helping customers, Team building through coaching and mentoring operations compliance and mitigate risk through adherence to established policies and procedures.
Leasing Consultant
Intersolutions LLC
Washington D.C
03.2021 - 02.2022
Lead, Coaches, and evaluates Property associates' performance, including the completion of annual performance reviews
Achieve financial solvency through cost reduction and implementing systems to achieve 0% rent delinquency
Participate in the preparation of annual operating budget and maintain budgetary guidelines
Develop and utilize sound rent collection procedures, including following up with delinquent accounts
Provide excellent customer service and follow through to residents
Develop marketing plan to drive traffic to the community and ensure occupancy meets minimum standards.
Associate Banker
J.P Morgan Chase Bank
Silver Spring, MD
02.2019 - 10.2020
Engaging the client by them with a warm friendly smile, pleasant demeanor, using the client's name, whenever possible, thanking clients for doing business with Chase
Account opening based on type of account and customer needs
Exhibits strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels
Support customer with traditional banking needs and complex service transactions putting the customer's needs at the center of everything
Provide initiative-taking customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals
Experienced in a corporate finance environment.
Operation Specialist
Citibank
Washington, DC
02.2018 - 02.2019
Consistently provided excellent customer service by building relationships and enthusiastically assisting customers
Records transactions by logging cashier's checks, traveler's checks, and other special services, preparing currency transaction reports
Identified sales referral opportunities and participated in product sales campaigns
Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative
Completes special requests by closing accounts; taking orders for checks; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures
Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency.
Information Technology Help Desk Associate
City University of New York, CUNY
Bronx, NY
08.2015 - 08.2017
Use of the software ‘Track-It!' to create work-order tickets for campus-wide technical issues
Microsoft Office 365 and Outlook configuration
Technical support for wireless configuration
Assisted students with courses registration and Information Technology related issues.
Education
Bachelor of Business Administration in International Business /French -
City University of New York- Herbert H. Lehman College
06.2017
Associate degree in liberal art and science -
Hostos Community College
12.2014
High School Diploma -
Liberty High School
Skills
Operations management and Strategic
Risk Management Expertise
MS Office suite
Skilled multi-tasker
Customer service
Business Relationship management
Financial budgeting and reporting
Client liaison
Financial analysis
Account management
Knowledge of various spreadsheet and database programs
Excellent interpersonal , verbal, written communication skills
Languages
French, Native/ Bilingual
English, Native/ Bilingual
Languages
French
Native/ Bilingual
Accomplishments
Increased monthly revenue through implementation of strategic initiatives.
Repeatedly received recognition from leaders for consistency on delivering excellent results.
Received the “MVP Award” for exemplary performance and recognition for remarkable leadership and teamwork initiatives.
Certification
NMLS Licensed
Certified Notary Public Washington, DC
Timeline
Assistant Branch Manager
PNC Bank
02.2024 - Current
Branch Banker
PNC Bank
02.2022 - Current
Leasing Consultant
Intersolutions LLC
03.2021 - 02.2022
Associate Banker
J.P Morgan Chase Bank
02.2019 - 10.2020
Operation Specialist
Citibank
02.2018 - 02.2019
Information Technology Help Desk Associate
City University of New York, CUNY
08.2015 - 08.2017
Bachelor of Business Administration in International Business /French -
City University of New York- Herbert H. Lehman College
International Trade Specialist at PNC Bank, Pittsburgh National Corporation BankInternational Trade Specialist at PNC Bank, Pittsburgh National Corporation Bank