PATRICK K. COE
New York,NY
Summary
Dynamic leader and problem-solver with a proven track record at Capital One Bank, achieving 100% customer satisfaction through exceptional interpersonal communication and advanced problem-solving skills. Excelled in enhancing digital savviness among clients, leading successful community engagement projects, and surpassing sales goals, demonstrating both critical thinking and leadership excellence.
Overview
10
10
years of professional experience
Work History
Cafe Ambassador-Banker
Capital One Bank
New York, USA
06.2024 - Current
- Cultivated an inclusive environment, ensuring a welcoming atmosphere for all customers, while spreading awareness of the Café benefits, Products, and covering the customer needs for 100% customer satisfaction.
- Proactively engage with customers and the community in all areas of the café. To help educate customers to be more digitally savvy, we are increasing the utilization of our self-service tools on the Capital One app and website.
- Help lead a team of ambassadors to be well-managed, with the result of a 100% passing score in our yearly well-managed audit.
- Partner with local businesses, nonprofits, charities, and the Engagement team to plan events both inside and outside of the Café that help increase awareness of the Capital One brand and profits for the company.
- Help lead ambassadors to achieve 50 or more Community Volunteer hours for the year to complete our CRA goal.
- Collaborate with project managers to help lead projects and complete tasks efficiently in a timely manner.
Branch Ambassador-Banker
Capital One Bank
New York, USA
06.2019 - 06.2024
- Support customers in areas of need from cash handling to account maintenance ensuring all needs are covered and 100% customer satisfaction
- Help and educate customers about banking other ways and any challenges in regards to online banking
- Work with Edison testing product managers on the roll out and engagement of new products and services introduced for associates and customers
- Set risk management policies to mitigate bank losses and ensure consistent application of internal policies and procedures ending in 100% compliance
- Supervised branch operations and made continuous improvements in each area to ensure constant well managed practices and tasks are completed in a timely manner
- Proven leadership by embracing the role of a catalyst for new hires and guiding them through the onboarding process
- Daily support of a team of over 10 associates per shift by providing innovative solutions and giving direction/feedback to increase knowledge and performance
Relationship Banker
Capital One Bank
New York, USA
03.2017 - 06.2019
- Ability to establish rapport with diverse individuals in a fast-paced environment
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Achieved consistent recognition as top sales performer
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals
- Actively promoted and sold bank products and services with a focus on building new and maintaining existing business and consumer relationships
- Supported business bankers on referrals of prospect customers for products, treasury management, merchant services or other line of business needs
Universal Branch Associate
Capital One Bank
New York, USA
11.2014 - 03.2017
- Performs servicing duties greets customers/prospects in the lobby, on the teller line, or on the phone
- Research customer inquiries, orders checks and/or debit cards, returns phone calls, accepts and forwards wires, and other customer originated service needs with the intent of enhancing customer retention and exploring additional sale opportunities
- Assist and educate customers on the use of self service and remote channels
- Deliver on in branch customer experience for all segments to ensure a quality customer experience - every customer every time
Education
Bachelor of Business - Marketing
Benedict College
Columbia, South Carolina05.2014
Skills
- Interpersonal Communication
- Organized and goal oriented
- Efficient at resolving challenges
- Self-motivated
- MS Office
- Advanced Problem Solving
- Teamwork and Collaboration
- Critical Thinking
- Leadership
- Training and Development
Volunteer Experience
- Edison Testing Program Project Management (Capital One)
- Catalyst Program (Capital One)
- The Summer Escape (Capital One)
- The Winter Wonderland (Capital One)
- Capital One Travel (Capital One)
- Thurgood Marshall Academy (Capital One)
Timeline
Cafe Ambassador-Banker
Capital One Bank
06.2024 - Current
Branch Ambassador-Banker
Capital One Bank
06.2019 - 06.2024
Relationship Banker
Capital One Bank
03.2017 - 06.2019
Universal Branch Associate
Capital One Bank
11.2014 - 03.2017
Bachelor of Business - Marketing
Benedict College
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