Robin Donnelly
SECRETARY
Edgewater,FL
Summary
Dynamic professional with a proven track record at Bank of America, excelling in customer service and financial planning. Adept at fostering client relationships and enhancing financial literacy, while demonstrating strong organizational skills. Recognized for implementing process improvements that increased efficiency and satisfaction among clients.
Overview
35
35
years of professional experience
Work History
Secretary
Lehigh Acres Lot Owners Association
02.2017 - Current
- Managed scheduling and correspondence for board meetings, ensuring efficient communication among members.
- Organized and maintained filing systems to enhance document retrieval and information sharing.
- Coordinated logistics for community events, fostering engagement among lot owners.
- Assisted in preparing meeting agendas and minutes, supporting effective board operations.
Personal Banker
Bank of America
03.2001 - 03.2016
- Developed personalized financial plans to meet clients' unique needs and goals.
- Educated customers on banking products, services, and digital tools for enhanced financial literacy.
- Managed client relationships, ensuring high levels of satisfaction and retention through proactive communication.
- Analyzed customer accounts to identify opportunities for cross-selling additional services effectively.
Head Bank Teller
Webster Bank
01.1991 - 05.2001
- Supervised daily operations of teller line, ensuring compliance with policies and procedures.
- Trained and mentored new tellers, enhancing team performance and customer service skills.
- Managed cash flow and reconciled daily transactions, maintaining accuracy in financial reporting.
- Implemented process improvements to streamline transaction handling and reduce wait times.
Education
High School Diploma -
WATERTOWN HIGH SCHOOL
Watertown, CT06-1983
Skills
- Customer service
- Verbal and written communication
- Office administration
- Organization
Timeline
Secretary
Lehigh Acres Lot Owners Association
02.2017 - Current
Personal Banker
Bank of America
03.2001 - 03.2016
Head Bank Teller
Webster Bank
01.1991 - 05.2001
High School Diploma -
WATERTOWN HIGH SCHOOL