Pamela Santos
New Rochelle,NY
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2017
2017
years of professional experience
Work History
Universal Banker
Citibank, NA
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Focused on developing critical thinking skills through problem-solving exercises that required creative use of Excel functions.
Senior Universal Banker
M&T Bank
- Improved customer satisfaction by providing personalized service and addressing concerns promptly.
- Streamlined client onboarding process, resulting in improved client retention rates.
- Delivered exceptional customer service by identifying opportunities for cross-selling additional products and services based on client needs.
- Coordinated community outreach events to strengthen the bank''s local presence, contributing to increased brand awareness.
- Facilitated team communication to efficiently address client needs and resolve issues.
Branch Ambassador
Capital One, N.A
New York, NY
03.2014 - 02.2017
- Improved customer satisfaction by providing personalized service and addressing concerns promptly.
- Streamlined client onboarding process, resulting in improved client retention rates.
- Delivered exceptional customer service by identifying opportunities for cross-selling additional products and services based on client needs.
- Coordinated community outreach events to strengthen the bank''s local presence, contributing to increased brand awareness.
- Facilitated team communication to efficiently address client needs and resolve issues.
Education
Bachelor Of Business Administration And Management - Business Administration And Management
College of Mount Saint Vincent
Bronxville, NY05.2017
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Financial advising
- Financial planning
- Deposit processing
- Transaction processing
- Payment processing
- Excel shortcuts
- Excel macros
- Advanced formulas
- Sorting data
Timeline
Branch Ambassador
Capital One, N.A
03.2014 - 02.2017
Universal Banker
Citibank, NA
Senior Universal Banker
M&T Bank
Bachelor Of Business Administration And Management - Business Administration And Management
College of Mount Saint Vincent