Perla Perez
Plantation,FL
Summary
Accomplished Bank Officer with a proven track record at Citibank, enhancing customer satisfaction and retention through expert financial planning and relationship building. Skilled in regulatory compliance and team building, I've successfully led initiatives that significantly improved operational efficiency. My adaptability and analytical thinking have been pivotal in driving business growth and fostering team development. Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
16
16
years of professional experience
Work History
Bank Officer
Citibank
Westchester, NY
01.2016 - Current
- Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
- Conduct discussions with prospects to understand their backgrounds and identify their needs; clearly communicate potential solutions.
- Execute integrated sales, relationship, and credit strategies that are aligned with the branch’s business plan.
- Cultivate partnerships with segment partners (commercial, small business, home lending, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
- Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets, and complete required regulatory/compliance training.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Participated in training sessions regarding new banking products or services.
Teller Supervisor
Popular Community Bank
Bronx, NY
01.2012 - 01.2016
- Greet customers and ensure tellers adhere to customer service standards in all transactions.
- Approve and oversee transactions as needed.
- Responsible for training and development in the recruitment processes of new tellers for the branch.
- Generated regular staff meetings to share information, answer questions, provide feedback, discuss methods to achieve sales, service, operations, and other goals.
- Conducted performance reviews of tellers, providing feedback on areas of strength and opportunities for improvement.
- Resolved customer complaints promptly and efficiently while maintaining high levels of customer service.
- Monitored cash levels in all drawers; balanced cash drawers at the end of each shift.
- Reviewed suspicious activity reports from tellers; reported any violations to management immediately.
- Provided coaching and mentoring to individual team members; facilitated team building activities.
Bookkeeper Assistant
Lady's Beauty Salon
Bronx, NY
01.2009 - 01.2012
- Controlled records for the accuracy of balanced postings, calculations, and other records pertaining to business and operating transactions, and reconciled notes discrepancies.
- Synchronized financial transactions and other account information to update and maintain accounting records.
- Process negotiable instruments, such as checks and vouchers.
- Compiled reports and tables to show statistics related to cash receipts, expenditures, accounts payable and receivable, and profit and loss.
- Performed financial calculations such as amounts due, balanced discounts, equity, principal, debited accounts, and credits.
- Managed payroll processing for staff members.
- Verified accuracy of vendor invoices against purchase orders prior to payment processing.
- Calculated and produced checks for utilities, taxes and other operational payments.
Education
Bachelor of Science Degree - Public Accounting
Mercy College
Dobbs Ferry, NY05-2014
Associate of Applied Science - Accounting
Bronx Community College
Bronx, NY05-2011
Skills
- Team Building
- Organizational Development
- Goal Setting
- Regulatory Compliance
- Conflict Resolution
- Training & Development
- Coaching and Mentoring
- High Level Integrity
- Adaptability
- Portfolio management
- Operations management
- Financial planning
- Analytical thinking
- Verbal and written communication
Languages
Spanish
Native/ Bilingual
Timeline
Bank Officer
Citibank
01.2016 - Current
Teller Supervisor
Popular Community Bank
01.2012 - 01.2016
Bookkeeper Assistant
Lady's Beauty Salon
01.2009 - 01.2012
Bachelor of Science Degree - Public Accounting
Mercy College
Associate of Applied Science - Accounting
Bronx Community College
Similar Profiles
Destiny FieldsDestiny Fields
Fraud Operations Specialist at CitibankFraud Operations Specialist at Citibank
Zachary PedenZachary Peden
Fraud Operations Specialist at CitibankFraud Operations Specialist at Citibank
Karina MerzKarina Merz
Fraud Analyst at CitibankFraud Analyst at Citibank
Nikhil BhendeNikhil Bhende
Lead Technology Business Analyst at CitibankLead Technology Business Analyst at Citibank
Sasha StoneSasha Stone
Dental Assistant at Victor J. Buccellato, DMD, PADental Assistant at Victor J. Buccellato, DMD, PA