Parris MacMullan
Philadelphia,PA
Summary
With a career spanning over a decade I have assembled diverse skills, experiences and achievements. I excel in achieving results and resolving issues associated with customer based interactions. I Utilize clear and efficient communication when interacting with other team members towards a solution. I'm Skilled at implementing Life Insurance products as part of a customers complete financial picture. Efficient in consulting individuals in the various aspects of Personal Finance and applying the correct corresponding product. Proficient at implementing the assorted features of Financial Administration including AR, AP, deposits, invoices etc. Skilled in properly utilizing the Windows Operating System including Internet Explorer. Experienced in the collection of Microsoft Office suite products including Outlook, Excel, Word, Powerpoint etc. Knowledgeable in the details pertaining to the functions and implementations of Fixed, Indexed and Variable Annuities.
Overview
7
7
years of professional experience
Work History
Unit Controller I
Sodexo
01.2020 - 07.2022
- Cultivated an expertise with our Unit Financial System software to assure cash, checks, debits and other forms of payments were represented, accounted for and processed accordingly.
- Maintained and directly managed digital and hard copy financial records compliant to the law for each extension of our Unit.
- Utilized E-Vision software to track and represent key financial information to my other managers in order to stay within our designated budget.
- Implemented a routine to assure the accomplishment of my daily tasks.
- Utilized the utmost care and attention towards resolving any unforeseen issues or interruptions.
- Coordinated communication between vendors, employees, management, client representatives and maintenance staff through various digital mediums.
- Coordinated with culinary management staff and team members to provide our college students, clientele and administrators with the best quality dining experience.
- Coordinated and volunteered physical labor on site, such as delivering, setting up and manning catering events, serving our students, or maintaining the cleanliness of the grounds.
Senior Personal Banker – Small Business Specialist
Santander Bank
11.2018 - 01.2020
- Secured a high volume of new business and personal accounts through daily activities such as phone calls, ATM lobby leadership, teller line referrals and in person consultations.
- Uncovered customer needs with genuine curiosity and conversation. Informing them of the important aspects of saving, credit and retirement.
- Worked directly with customers to help facilitate realize and achieve their financial goals.
- Developed and procured new mass affluent client relationships through communication, correspondence and follow-ups in order to implement the benefits of our Santander Select Mass Affluent Client Program.
- Delegated and utilized teamwork after referring business to our partners to ensure that that the client’s needs were serviced and they were satisfied.
- Specialized in Small Business, Payroll, Mortgage and Financial Consulting while maintaining a distinct focus on being the Business Banking expert in our branch.
Financial Services Representative
TD Bank
08.2017 - 11.2018
- Provide customers with excellent service while tending to their accounts.
- Establishing financial instruments such as interest bearing accounts, Certificates of Deposit and Fixed Annuity Solutions for customers.
- Scheduling and completing financial consultations to help our extensive customer base take advantage of our products and accounts.
- Utilize lobby leadership to preserve the friendly yet professional atmosphere and direct customers to the appropriate solution for their need.
- Helping to manage employees with constrictive criticism to make sure they were acknowledging opportunities for our valued customers.
- Completing all of the daily functions required to maintain our high traffic store such as vault management including cash transfers, utilizing our back office to service customer accounts and coordinate with employees to achieve excellence.
Telesales Representative
Colonial Penn Life Insurance
11.2015 - 08.2017
- Utilized my Life Health & Accident License to help customers over the phone and align them with the Life Insurance product best suited to their needs.
- Consulted and informed customers on their ability to upgrade their coverage to keep up with rising funeral costs.
- Established and fortified customer relationships resulting in new business through referrals.
- Diagnosed and resolved issues on both inbound and outbound calls with customers.
- Tracked and monitored activated polices and revenue to make sure I exceeded my sales goals and expectations.
- Aided in leading meetings to help our team to develop closing strategies and apply their individual strengths.
- Maintained a helpful yet focused idiolect, thus creating lasting positive impressions to ensure repeat business.
Financial Representative
Foresters Financial
09.2015 - 11.2015
- Obtained Life, Health & Accident License.
- Responsible for presenting various financial and insurance products to prospective clients.
- Responsible for independently networking various customer markets, submitting new successful business and educating uninformed clients about the importance of financial saving and planning.
- Recommending the appropriate account to facilitate the customers financial goals.
- Maintaining close professional correspondence and relationships with new and established clients.
- Creatively solving unexpected issues at a moment's notice.
Education
Certified Financial Planner -
The American College of Financial Services
King of Prussia, PA06.2027
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Roman Catholic High School
Philadelphia, PA06.2012
Skills
- Tax & Policy Compliance
- Record Reconciliation
- Accounts Payable/Receivable Management
- Audit Coordination
- Budget Creation & Adherence
- Management
Timeline
Unit Controller I
Sodexo
01.2020 - 07.2022
Senior Personal Banker – Small Business Specialist
Santander Bank
11.2018 - 01.2020
Financial Services Representative
TD Bank
08.2017 - 11.2018
Telesales Representative
Colonial Penn Life Insurance
11.2015 - 08.2017
Financial Representative
Foresters Financial
09.2015 - 11.2015
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Roman Catholic High School
Certified Financial Planner -
The American College of Financial Services
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