To get an opportunity to make the best of my potential and contribute to the organization’s growth. Seeking a position to build a valuable skill set. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Officer • Float Branch Manager I
Tompkins Community Bank
Westchester And Putnam County
09.2022 - Current
Building relationships with the community to attract new business and assist customers.
Managed overdraft reports.
Boosted branch sales performance with pro-active cross-selling of bank products and services to meet individual customer needs.
Maintained strict adherence to industry. regulations, minimizing risk exposure for the organization.
Collaborated with regional managers to develop strategies for expanding market presence and increasing revenue streams.
Overseeing staff and ensuring quality customer service.
Assisted in the recruitment process by conducting interviews, evaluating candidates, and making hiring recommendations based on organizational needs.
Provided exceptional customer service by resolving issues quickly while maintaining a high level of professionalism at all times.
Oversaw daily operations across multiple locations, ensuring consistency in service delivery and brand standards.
Mentored new employees, fostering a culture of continuous learning and professional growth.
Real Estate Agent
Mary Jane Pastor Realty
New York And Connecticut
04.2022 - Current
Excellent communication with sellers, buyers, investors and renters to understand property needs and preferences.
Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Negotiated, facilitated, and managed real estate transactions.
Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
Branch Operations Specialist • Administration
Tomkins Community Bank
Westchester And Putnam County
02.2018 - 09.2022
Travel between branches to perform internal branch assessments to ensure proper implementation and adherence to established policies and procedures
Provide support in the development of branch policies and procedures; document approved policies and procedures in the standard format
Test new products on Browser
Review daily teller balancing
Review monthly Branch Control Forms, identify where corrections are needed, and communicate issues to branches
Review Missing TIN Report, contacting various branches when necessary
Maintain Float Teller Differences Records
Support branches for Teller Difference Research
Assist with monthly float schedule
Monitor CD Penalties to ensure exception document as applicable
Monitor and track branch cash to ensure that limits are within Company policy
Participate in Assistant Branch Manager, Customer Service Representative and Teller Supervisor meetings
Respond to inquiries relating to his/her particular area, or to requests from customers, other Company personnel, etc., within given time frames and within established policy.
Traveled between branches to perform a variety of duties to support the retail side of the Company: Provide general support to branches, Processed wide variety of retail banking transactions including opening accounts for personal and commercial customers as well as processing loans.
Balanced out branch to standard cash limit, prepared cash shipments to Federal Reserve intermediary banking institution and reconciled cash general ledger account.
Assisted team with meeting branch goals by making referrals.
Assisted customers in navigating complex financial products, improving their understanding and decision-making abilities.
Trained new hires on customer service policies and procedures.
Senior Floating Branch Banking Specialist
Tompkins Mahopac Bank
Westchester And Putnam County
06.2016 - 02.2018
Travels to support multiple branches on a weekly basis
Blend technical excellence, strong organizational skills with an outstanding talent for building rapport
Organized with strong computer skills to manage complex transactions and service tasks across multiple systems
Completing financial transactions and service requests accurately and efficiently, while complying with all policies, procedures and regulations
Helping each branch achieve growth targets by identifying opportunities
Open/close new accounts for individuals and businesses, issue and redeem certificates of deposit.
Followed all company policies and procedures to deliver quality work.
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Processes transactions daily for customers including check deposits, check cashing, loan payments, balancing cash drawers, processing night deposits and ATM deposits
Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
Open new checking/savings accounts, CD’s, IRAs and business accounts while preforming account maintenance when needed
Oversee the teller line is completing customer service/cash handling duties accordingly while evaluating job performance quarterly, also coaching tellers in selling products and making relationship calls
Trained and mentor to new employees
Analyze customer accounts in order to promote new beneficial sales products
Maintain customer account relationships as well as confidentiality and safety of customer information
Manage ATM, Vault and TCR.
Resolved complex customer issues promptly and professionally, maintaining a focus on achieving positive outcomes for both the client and the bank.
Education
Skills
Passionate about building strong customer relationships, driving brand loyalty, and increasing customer referrals/sales
Proficient with numerous software solutions such as Outlook, Smartsheet, Word, Excel & other various software’s
Problem-solving abilities
Critical Thinking
Money Handling
Certification
NMLS
Notary
Real Estate Agent NY & CT
Activities
Participate in volunteering in our local communities