Relationship Banker with over a decade of experience in banking and customer service, adept at fostering financial confidence through personalized services. Demonstrates exceptional organizational and communication skills, leveraging expertise in Microsoft Office and financial services to enhance customer satisfaction and streamline operations. Committed to continuous improvement and team collaboration, ensuring efficient resolution of customer inquiries and operational excellence.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Relationship Banker
Region's Bank
Port Orange, FL
07.2023 - Current
Department Coordinator
AdventHealth
Ormond Beach, FL
11.2020 - 12.2021
Serving as a support to the department assigned to Advent Health medical group, assisting with the department initiatives and helping coordinate the schedules or tasks as prioritized by manager.
Also responsible for some reception/clerical duties.
Data Mining and reporting, as well as ensuring schedules are aligned and assignments are clear.
I also scheduled and put together slide shows for upper management.
Service Manager
WELL FARGO BANK
Palm Coast, FL
12.2018 - 08.2020
Administrative Assistant
Gold Choice Assisted Living Facility
Palm Coast, FL
01.2018 - 12.2019
Answer, screen and forward incoming phone calls
Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g. pens, forms and brochures)
Provide basic and accurate information in-person and via phone/email
Maintain office security by following safety procedures and controlling access via the reception desk (monitor logbook, issue visitor badges)
Update calendars and schedule meetings
Arrange travel and accommodations
Perform other clerical receptionist duties such as filing, photocopying, transcribing and faxing
Personal Banker
WELL FARGO BANK
Holly Hill, FL
09.2017 - 01.2018
Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Contact prospective customers to present information and explain available services.
Answer clients' questions about the purposes and details of financial plans and strategies.
Manage cash operations ensuring accurate transactions and customer satisfaction.
Guide customers to financial confidence through personalized account services.
Address and resolve customer complaints efficiently, enhancing service quality.
Manage calls and appointments, enhancing patient satisfaction through efficient processes.
Associate Director, Global R&D Learning Experience Leader at Daiichi Sankyo Inc.Associate Director, Global R&D Learning Experience Leader at Daiichi Sankyo Inc.