Ruth Almonte
Pompton Plains,NJ
Summary
Accomplished Retail Client Experience Manager at Kearny Bank, adept in client relationship management and workflow analysis. Spearheaded innovative branch initiatives, leading to significant client retention and growth. Proven track record in project management and logistics oversight, enhancing team productivity and customer engagement. Skilled in critical thinking, ensuring compliance and optimizing operations for peak performance.
Overview
8
8
years of professional experience
Work History
Retail Client Experience Manager
Kearny Bank
Wayne , NJ
11.2024 - Current
- Assists the Retail Relationship Manager in the development, expansion and management of consumer and business account relationships within a branch concentrating efforts in meeting client needs for financial products and services. Identify clients with additional profit potential and develop action plans to expand these relationships.
- A leader in assisting branch team with resolving operating and servicing issues while still delivering the Client Experience.
- Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
- Conduct weekly sales meetings a daily observations of the client experience, ensuring that the clients are receiving superior client service and needs based relationship building techniques are being applied through effective profiling.
- Focus on proactive and innovative branch initiatives to promote branch growth, client retention and achievement of all annual production goals and key objectives.
Senior Universal Banker
Kearny Bank
Pompton Plains, USA
12.2019 - Current
- Assisted in community awareness events to increase bank outreach and foster new business relationships
- Ensured compliance with relevant banking regulations and implemented internal controls
- Identified opportunities for cross-selling additional products through interactions with clients during daily operations
- Prepared and presented comprehensive financial reports to senior management, highlighting key performance indicators
- Regularly attended training sessions focused on improving knowledge about financial products and services offered by the bank
- Troubleshot minor problems and reported larger technical issues
Lead Operations Specialist
Chase Bank
Roselle, USA
02.2017 - 11.2019
- Managed daily operations of the team, including scheduling, training, and problem resolution
- Conducted regular meetings with team members to assess progress against goals and objectives
- Implemented best practices to optimize workflow, reduce costs, and increase productivity
- Monitored staff performance to ensure compliance with company policies and regulations
- Introduced new products and services to increase customer engagement
- Developed and managed a team of 8+ employees, creating an environment that fostered collaboration, productivity and job satisfaction
- Demonstrated strong problem-solving skills while resolving customer inquiries or complaints in a timely manner
- Cultivated relationships with key stakeholders including customers, vendors and other external partners
Education
B.A. - Psychology
Montclair State University
Montclair, NJ12.2018
MBA -
Caldwell University
Caldwell, NJSkills
- Critical Thinking
- Workflow Analysis
- Client Relationship Management
- Project Management
- Logistics Oversight
Volunteer Experience
Volunteer, Junior Achievement of New Jersey
Languages
Spanish, Advanced
Timeline
Retail Client Experience Manager
Kearny Bank
11.2024 - Current
Senior Universal Banker
Kearny Bank
12.2019 - Current
Lead Operations Specialist
Chase Bank
02.2017 - 11.2019
B.A. - Psychology
Montclair State University
MBA -
Caldwell University
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