Patrice Simon
Brooklyn,NY
Summary
Diligent financial professional with proven record in customer service and branch operations. Known for enhancing client satisfaction and supporting branch growth through effective communication and problem-solving. Demonstrated leadership and adaptability in dynamic environments.
Overview
12
12
years of professional experience
Work History
Branch Ambassador
Capital One National Bank
10.2021 - 05.2023
- Executed cash handling operations.
- Delivered exceptional customer service by identifying opportunities for cross-selling additional products and services based on client needs.
- Handled financial transactions efficiently.
- Streamlined client onboarding process, resulting in improved client retention rates.
- Improved customer satisfaction by providing personalized service and addressing concerns promptly.
- Ensure compliance with state and federal regulations during business account maintenance.
- Coordinated client appointments to manage account adjustments.
Lead Receptionist
PwC
02.2016 - 01.2020
- Transform previously manual processes relating to vendor/supplier records into an efficient, computerized system
- Effectively managed multiple phone lines including transferring calls appropriately or taking detailed messages when needed.
- Perform clients data entry with sharp attention to detail, accuracy, and confidentiality
- Meet & Greet high-caliber clients, and provide information necessary
- Trained new receptionists on company policies, software systems, and best practices for exceptional client service delivery.
Assistant Manager
Naturalizer Shoe Store
10.2011 - 01.2012
- Establish sales goals manage budgets devise sales forecasts consistently maximize sales and profits
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Work with corporate management to develop local marketing and advertising strategies
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Trained newly hired employees
Education
High School Diploma -
Lafayette High School
Brooklyn, NY06-2009
Skills
- Brand awareness
- Teamwork and collaboration
- Customer service
- Multitasking Abilities
- Organizational skills
- Excellent communication
- Relationship building
Timeline
Branch Ambassador
Capital One National Bank
10.2021 - 05.2023
Lead Receptionist
PwC
02.2016 - 01.2020
Assistant Manager
Naturalizer Shoe Store
10.2011 - 01.2012
High School Diploma -
Lafayette High School
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