Sandra Peterson
Marysville,OH
Summary
Highly strategic and motivated Executive Vice President with progressive career history. Offering exceptional leadership and management skills to build trust and communicate effectively across all levels of organization. Adept at partnering with boards of directors and C-suite executives to develop and execute strategic business plans that achieve key objectives.
Diligent Executive Vice President with talents in project management and risk management. Friendly and organized with excellent decision-making skills. Adept at managing all phases of a project's life cycle.
Accomplished and motivated executive with successful career history in business operations. Offering exceptional leadership and staff development skills proven to build trust and communicate effectively across all organizational levels. Coordinated with board members and C-suite executives to initiate and execute strategic business plans that achieve key objectives.
Decisive Executive Vice President with deep expertise in financial planning, strategic planning and project management. Demonstrated accomplishments in team building and client interactions. Resourceful and persistent with top-notch problem-solving abilities.
Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Knowledgeable professional with several years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.
Business-minded professional tackling any job task with gusto and precision. Determined Front Office Supervisor delivering exceptional service and responding to questions and inquiries quickly. Demonstrates positive attitude and readiness to adapt to different situations.
Results-oriented professional bringing expertise in accounting, supply chain management, and marketing. Successful at overseeing all areas of daily operations and making effective policy decisions to positively impact business direction and bottom line profits.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Outgoing student pursuing flexible part-time employment with weekend and evening shift options.
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.
Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly.
Motivated high school student with a track record of academic excellence looking for part-time work. Intends to develop professional work experience utilizing excellent communication and time management skills.
A committed student eager to leverage exceptional communication and interpersonal skills in a professional setting. Possesses experience in data entry and money handling. Capable of quickly memorizing product details and fostering strong customer relationships.
Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Motivated student eager to apply classroom knowledge to real-world experiences, with a strong willingness to learn and contribute. Effective communicator with a collaborative mindset, ready to bring fresh perspectives and a strong work ethic to any team.
Experienced and dependable general worker with a proven track record of efficiently completing tasks in various settings. Skilled in manual labor, equipment operation, and maintaining a clean and organized workspace. Safety-conscious with a strong work ethic and the ability to adapt to different environments. Ready to contribute to a dynamic team and make a positive impact.
Overview
27
27
years of professional experience
Work History
Associated of the Digital Experience Center
Nymbus
Columbus, OH
03.2019 - Current
- Prepared reports detailing progress on projects within the Office of the President for senior leadership review.
- Advised senior leadership on best practices related to public relations efforts associated with presidential activities.
- Collaborated closely with department heads to ensure alignment with overall goals and objectives.
- Identified areas where operational efficiency could be improved and developed strategies for implementation.
- Provided advice and counsel to the President on a variety of policy issues.
- Ensured compliance with applicable laws and regulations governing executive office operations.
- Monitored news coverage surrounding presidential activities in order to anticipate potential issues or concerns.
- Analyzed data from surveys or studies regarding programs or services offered by the Office of the President.
- Represented the Office of the President at conferences and other events as needed.
- Developed strategic plans to advance the President's agenda and initiatives.
- Coordinated internal communications between various departments in order to ensure efficient operations.
- Built relationships with external organizations in order to further support organizational objectives.
- Facilitated communication between media outlets interested in covering presidential events or announcements.
- Supervised staff members responsible for administrative tasks such as scheduling appointments, managing correspondence.
- Organized meetings with key stakeholders, including government officials, business leaders, and community partners.
- Responded promptly to inquiries from constituents concerning presidential actions or policies.
- Conducted research on topics relevant to presidential initiatives in order to inform decision-making processes.
- Oversaw budgeting and financial management activities for the Office of the President.
- Created and implemented policies related to personnel matters, such as hiring, training, development, performance reviews.
- Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
- Organized and oversaw capital improvement projects to maintain business viability.
- Collaborated with team in interviewing and nomination of departmental managers process.
- Collaborated with several top clients on various issues.
- Delivered speeches and attended industry conferences to promote company image and engage with buyers.
- Attended various meetings, trade shows and conferences and represented company at events.
- Implemented company's distribution and import initiatives, administering contracts, and engaging partners to significantly maximize profit margins.
- Formulated strategic financial plans for projects to guarantee increase in revenue and decrease in costs.
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
- Maintained records to account for significant amounts in assets.
- Supported talented sales team and base of independent contractors through competent leadership and insight.
- Implemented organization's overall mission and vision and assessed employees' job satisfaction in workplace.
- Revitalized business plans and realigned company objectives to increase overall profits.
- Developed and implemented strategic plans to achieve company objectives.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Delegated work to staff, setting priorities and goals.
- Formed and sustained strategic relationships with clients.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
- Implemented campaigns and promotions to help with developing goods and services.
- Directed or coordinated financial or budget activities to fund operations and maximize investments.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
- Mitigated business risks by working closely with staff members and assessing performance.
- Monitored progress by establishing plans, budgets and measuring results.
- Prepared staff work schedules and assigned team members to specific duties.
- Appraised inventory levels on frequent basis, ordering new merchandise to keep quantities well-stocked.
- Created effective business plans to focus strategic decisions on long-term objectives.
- Structured HR consulting services to support clients during organizational developments and changes.
- Implemented successful business strategies to increase revenue and target new markets.
- Forecasted customer demand to set prices or credit terms for goods or services.
Member Services Representative
(CME) Columbus metropolitan employees, FCU
Columbus, OH
09.2018 - 02.2019
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Responded promptly to emails from members seeking assistance.
- Maintained accurate records of member interactions and transactions.
- Referred complex issues to management for resolution.
- Monitored compliance with organizational security protocols when interacting with members.
- Answered incoming calls regarding membership benefits and services.
- Ensured compliance with applicable laws and regulations related to banking operations.
- Researched complex issues related to accounts or services provided by the organization.
- Identified opportunities for cross-selling additional products or services based on member needs.
- Processed loan applications and documented loan decisions according to policy requirements.
- Assisted colleagues with tasks as needed during peak times of activity.
- Provided support to members regarding account inquiries, processing transactions, and resolving issues.
- Greeted customers in a friendly and professional manner.
- Handled customer complaints in an efficient and courteous manner.
- Followed up with customers after their interaction with the organization's services.
- Adhered to all applicable policies, procedures, regulations, and laws.
- Participated in team meetings to discuss customer service strategies and goals.
- Tracked customer feedback through surveys or other methods to identify trends or areas of improvement.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Verified identity information on new accounts using established procedures.
- Provided guidance to members on how best to use products or services offered by the organization.
- Processed cash and check deposits every day.
- Completed transactions for membership renewals and extensions.
- Enhanced member relationships by providing excellent service during each interaction.
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Handled calls for new sign-ups, service cancellations and cross-selling opportunities.
- Answered member questions about products and services.
- Leveraged software and systems to research and resolve member inquiries.
- Presented and explained services and products to meet member needs.
- Reviewed new account applications to verify eligibility of prospective members.
- Achieved goals for member experience, transaction accuracy and product cross-sell, resulting in consistent growth.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
- Consulted with customers regarding needs and addressed concerns.
- Delivered quality service by assessing, advising and assisting credit union members.
- Audited customer account information to identify issues and develop solutions.
- Assisted customers with price checks, lifting heavy items and addressing other inquiries.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Prevented key account losses by researching discrepancies and correcting problems.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Updated databases with new and modified customer data.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Strengthened customer retention by offering discount options.
- Collected deposits or payments and arranged for billing.
- Mentored junior team members and managed employee relationships.
- Promoted available products and services to customers during service, account management and order calls.
- Took special orders in person and over telephone, generating additional revenue every month.
- Prepared and evaluated CRM reports to identify problems and areas for improvement.
- Provided top quality control and eliminated downtime to maximize revenue.
- Excelled in exceeding daily credit card application goals.
- Contacted customers about potential service upgrades, new services and account changes.
- Collaborated with sales team members to stay current on inventory levels and resolve item issues.
- Liaised between customers and retail buyers to expedite orders and meet customer demands.
- Updated system with order specifics and customer details, preferences, and billing information.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- Supported sales team members to drive growth and development.
- Oversaw warranty counseling process to manage expense controls.
- Led on- and off-site customer support teams across multiple time zones.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Determined accurate prices for customer services, consistently searching for deals and best prices.
- Surpassed sales goals through implementation of successful marketing strategies.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Contact Center Associate (Canada)
BMW Financial Services
Dublin , OH
08.2016 - 12.2018
- Participated in team meetings to discuss strategies for improving service levels.
- Followed up with customers after calls or emails were completed to ensure satisfaction with the resolution provided.
- Adhered to all company policies and procedures related to the contact center operations.
- Performed call backs according to established guidelines.
- Identified customer needs by actively listening to their concerns or requests.
- Generated reports for management regarding daily activity metrics.
- Implemented process improvement initiatives designed to enhance efficiency.
- Processed orders accurately within established timelines.
- Answered customer inquiries via telephone and email, providing technical support and product information.
- Assisted customers with account issues, such as password resets, account activations, and billing questions.
- Upsold products or services when appropriate to meet customer needs.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
- Consulted with customers to resolve service and billing issues.
- Updated customer accounts, addresses and contact information within call management databases.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Maintained strong call control and quickly worked through scripts to address problems.
- Managed customer expectations by clarifying needs, identifying options, and recommending products and services.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
- Assisted customers with inquiries and transactions to meet productivity goals and achieve profit growth.
- Navigated through computer systems to review information and respond appropriately to callers.
- Engaged actively with callers, confirming or clarifying information and diffusing anger.
- Offered resolutions to de-escalate calls and solve customer issues.
- Supported sales team members to drive growth and development.
- Liaised between customers and retail buyers to expedite orders and meet customer demands.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Determined accurate prices for customer services, consistently searching for deals and best prices.
- Mentored junior team members and managed employee relationships.
- Collected deposits or payments and arranged for billing.
- Updated databases with new and modified customer data.
- Prevented key account losses by researching discrepancies and correcting problems.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Provided top quality control and eliminated downtime to maximize revenue.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Updated system with order specifics and customer details, preferences, and billing information.
- Strengthened customer retention by offering discount options.
- Contacted customers about potential service upgrades, new services and account changes.
- Led on- and off-site customer support teams across multiple time zones.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Collaborated with sales team members to stay current on inventory levels and resolve item issues.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
- Promoted available products and services to customers during service, account management and order calls.
- Oversaw warranty counseling process to manage expense controls.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Took special orders in person and over telephone, generating additional revenue every month.
- Excelled in exceeding daily credit card application goals.
- Surpassed sales goals through implementation of successful marketing strategies.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Prepared and evaluated CRM reports to identify problems and areas for improvement.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
- Assisted customers with price checks, lifting heavy items and addressing other inquiries.
- Conducted quality assurance checks on agent performance.
- Kept abreast of new products, services, and promotions offered by the organization.
- Resolved customer complaints in an efficient and professional manner.
- Monitored incoming emails and responded to customers in a timely manner.
- Maintained detailed records of customer interactions using CRM software.
- Developed customized solutions to address complex customer problems.
- Trained new employees on contact center processes and procedures.
- Utilized problem-solving skills to quickly resolve difficult situations.
- Provided remote troubleshooting for customer hardware and software issues.
Front of the House Associate
Bostons Restaurant
Marysville, OH
07.2013 - 11.2016
- Conducted inventory checks to ensure accuracy of shelf stock.
- Handled incoming calls from customers regarding orders or other inquiries.
- Assisted customers with selecting items and answering questions about products.
- Identified opportunities for process improvement and cost savings initiatives.
- Operated equipment such as scanners and scales correctly during checkout process.
- Ensured compliance with company safety regulations at all times while on the job.
- Analyzed financial data to identify trends and areas for improvement.
- Developed and maintained relationships with clients and vendors.
- Collaborated with other departments to ensure successful product launches.
- Trained new associates on store operations, policies, and procedures.
- Organized backroom areas to maintain a clean and organized work environment.
- Processed payments using point-of-sale systems.
- Managed multiple tasks simultaneously while maintaining attention to detail.
- Performed cash register functions accurately and efficiently.
- Stocked shelves with merchandise and ensured product displays were neat and orderly.
- Built relationships with customers by providing friendly customer service.
- Provided customer service support for inquiries, complaints, and returns.
- Helped customers locate items within the store using the inventory system.
- Organized store by returning merchandise to proper areas and restocked displays.
- Cleaned shelves, counters and tables to maintain organized store.
- Maintained records related to sales for store management.
- Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized and current.
- Maintained knowledge of sales and promotions, return policies and security practices.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
- Watched for and recognized security risks and thefts to prevent or handle situations.
- Ticketed, arranged and displayed merchandise to promote sales.
- Placed special orders or called other stores to find desired items.
- Computed purchases and received and processed cash or credit payment.
- Bagged or packaged purchases and wrapped gifts.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
- Described merchandise and explained use, operation and care.
- Recommended, selected and located merchandise based on customer desires.
- Greeted customers to determine wants or needs.
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
- Answered store and merchandise questions and led customers to wanted items.
- Prepared merchandise for purchase or rental.
Universal Banker
First Merit Bank
Delaware, Ohio
05.2007 - 01.2009
- Advised customers on how to use mobile banking applications effectively.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Assisted customers with setting up direct deposits for their payroll checks.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Developed relationships with business owners to promote commercial banking services.
- Researched account discrepancies or errors identified during audits or reviews.
- Provided guidance on establishing automatic transfers between various accounts.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Assisted customers with online banking setup and troubleshooting issues.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Answered telephone inquiries regarding account balances, fees or general information.
- Educated customers about the features of different types of bank accounts available.
- Supported the implementation of new systems related to banking operations.
- Received incoming wires from other financial institutions into customer accounts.
- Verified customer identity through driver's license or other forms of identification.
- Completed routine transfers, deposits and bill payments.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Modified, opened and closed customer accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Advised customers on bank products, services and financial planning options.
- Reconciled cash and checks against computer records at end of shift.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Completed daily cash balancing and operated ATMs.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Built positive relationships with realtors to produce client referrals.
- Conducted financial analysis to assess loan eligibility and risk factors, contributing to informed lending decisions.
- Put together and executed loan documents.
- Met with new clients and completed pre-qualification procedures.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Negotiated terms and rates for loans and lines of credit with clients.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Prepared and presented weekly reports on branch performance, identifying trends and areas for improvement.
- Customized products and services to meet specific banking requirements.
- Analyzed clients' financial statements to offer customized banking solutions.
- Collaborated with team members to develop marketing strategies for banking services.
- Achieved or exceeded personal sales goals on consistent basis.
- Coordinated with internal departments to streamline operational processes and improve customer service.
- Monitored economic trends to forecast impacts on banking operations and advise clients accordingly.
- Processed general ledger tickets for expenses and fee income.
- Ensured compliance with all regulatory requirements during the process of account opening and management.
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
- Conducted risk assessments for high-value transactions to prevent fraud and financial loss.
- Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Facilitated the loan application process, from documentation collection to approval communication.
- Researched and resolved open items and deposit issues.
- Helped customers understand and use mobile applications and online banking.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Provided investment advice based on market trends and individual client financial goals.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Assisted customers by answering banking questions and recommending solutions.
- Trained new employees on banking products, services, and compliance standards, fostering a knowledgeable workforce.
- Tracked payments, account updates and customer interactions.
- Utilized banking software to update client accounts and process transactions efficiently.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Researched account information regarding loans and deposits.
- Conducted daily audits of cash transactions to ensure accuracy and adherence to internal controls.
- Resolved customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations.
- Led financial planning workshops, educating clients on budgeting, investing, and retirement planning.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Liaised between bank branches regarding best practices and operations.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Identified transaction errors when debits and credits did not balance.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
Assistant Branch Manager, Operations
Delaware County Bank &Trust
Delaware , Ohio
04.2002 - 01.2006
- Negotiated contracts with third-party vendors for services such as ATM maintenance and armored car pickups.
- Performed periodic audits of the branch's internal controls systems to detect errors or irregularities.
- Analyzed weekly sales figures and prepared detailed reports summarizing performance metrics.
- Served as primary liaison between branch personnel and corporate headquarters when necessary.
- Collaborated with marketing team on promotional campaigns designed to increase brand awareness in local market.
- Analyzed current processes within the branch to identify opportunities for improved efficiency or cost savings initiatives.
- Participated in industry conferences and workshops to stay abreast of trends impacting banking operations.
- Assisted customers with complex transactions including loan applications, deposits and withdrawals and account transfers.
- Ensured compliance with all regulatory requirements related to branch operations.
- Resolved escalated customer complaints in a timely manner while maintaining excellent customer relations.
- Conducted performance reviews of staff, identified improvement areas, and provided feedback and coaching to enhance productivity.
- Reviewed monthly financial statements from vendors to ensure accuracy of billing charges.
- Coordinated with other departments to ensure smooth daily operations.
- Developed training plans for newly hired employees as well as ongoing professional development programs for existing staff members.
- Provided guidance to staff members regarding best practices for providing exceptional customer service experiences.
- Recruited new employees by conducting interviews and administering pre-employment tests.
- Monitored staff workflow to ensure accuracy in processing transactions and adherence to established timelines.
- Developed and implemented operational policies and procedures to improve efficiency and customer service.
- Maintained an accurate recordkeeping system that tracked personnel files, vendor contracts and product inventory information.
- Managed daily activities of the branch including staffing, sales goals, financial reporting, cash management, customer service delivery, security protocols and risk mitigation.
- Created reports on daily deposit activity, teller cash levels, ATM balancing results, loan originations and other key metrics for executive review.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Supported outside sales force in servicing and obtaining new business.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Established and built customer relationships through targeted outreach and initiatives.
- Designed sales and service strategies to improve revenue and retention.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Disciplined employees to encourage compliance with company policies and procedures.
- Planned work schedules to maintain adequate staffing levels.
- Grew business banking relationships through proactive outreach.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Created financial management mechanisms to minimize financial risk to business.
- Developed invoicing systems and internal controls to boost billing efficiencies.
- Managed relationships with tax authorities, bankers and auditors.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Developed or analyzed information to assess current or future financial status of firms.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Communicated with stockholders or other investors to provide information or raise capital.
- Analyzed competitors and market trends to facilitate business growth.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Coordinated preparation of external audit materials and external financial reporting.
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
Senior Personal Banker
Huntington National Bank / Huntington Investment C
Delaware , OH
08.1997 - 06.2002
- Generated monthly reports on sales performance metrics for management review.
- Conducted customer needs assessments to identify appropriate products and services for clients.
- Assisted customers with opening new accounts, making deposits, withdrawals and transfers in accordance with banking regulations.
- Trained new employees on banking processes and procedures.
- Attended industry seminars and conferences to stay abreast of current trends in the banking sector.
- Monitored customer accounts regularly for suspicious activity or fraud attempts.
- Coached junior staff members on best practices related to personal banking services.
- Provided comprehensive financial advice and solutions to customers, including investments, mortgages, loans and insurance.
- Developed relationships with customers by providing exceptional customer service and responding promptly to inquiries.
- Prepared loan documents according to bank procedures while ensuring accuracy of all data entries.
- Cultivated relationships with local businesses by offering customized business banking packages.
- Participated in team meetings to discuss strategies for improving client satisfaction ratings.
- Maintained accurate records of customer accounts in the system while adhering to bank policies.
- Utilized sales techniques such as cross-selling additional products or services to increase revenue potential for the bank.
- Tracked account activity for compliance purposes in accordance with internal policies and government regulations.
- Collaborated effectively with other departments such as operations or marketing teams to ensure efficient delivery of services.
- Performed daily transactions such as cash deposits, check cashing, loan payments and money orders.
- Resolved customer complaints quickly and efficiently while maintaining a professional demeanor at all times.
- Identified opportunities for process improvements within the department through analysis of customer feedback surveys.
- Analyzed customer financial information to recommend suitable banking products that meet their individual needs.
- Educated customers on available banking products such as credit cards, debit cards and online banking services.
- Ensured compliance with all federal laws relating to consumer protection when conducting transactions.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Used product knowledge and abilities to execute consumer loans and other services.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Created strategic financial solutions to suit individualized client needs.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted and advised customers on using online and mobile banking systems.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Verified amounts and integrity of every check or funds transfer.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Received and counted daily inventories of cash, drafts and checks.
- Prepared official checks for customer and internal bank needs.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
- Transmitted orders to supply cash to meet daily needs.
- Performed special services for customers, ordering bank cards and checks.
- Resolved problems or discrepancies concerning customers' accounts.
- Composed, typed and mailed statements and correspondence related to discrepancies and outstanding unpaid debts.
- Reported daily averages and shortages to operations department.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Identified transaction errors when debits and credits did not balance.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Liaised between bank branches regarding best practices and operations.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
Education
Bachelor of Arts - Finance
Ohio State University
Columbus, OH06-1998
High School Diploma -
Delaware Hayes
Delaware, OH06-1994
Skills
- Executive Leadership
- Oral communication
- Crisis Management
- Operations Oversight
- Process Improvements
- Leadership training
- Financial controls implementation
- Strategic planning and execution
- Complex problem-solving mastery
- Innovation management
- Leadership experience
- Workforce Planning
- Corporate Communications
- Budget Forecasting
- Revenue Generation
- Staff Guidance
- Performance Analysis
- Talent Acquisition
- Operations Management
- Account Management
- Human Resources Management
- Employee Retention
- Strategic Partnerships
- Customer care
- Creativity
Programpartner
NYMBUS Inc.
Continuing education, research, reading painting
I enjoy working with others, solving problems, creating rewards, and overall making dreams. Come true embrace my community and family working hard to split by tiny evenly for a balanced work life.
Onlinebankingservices
Electronic Consent Agreement, Online Banking Agreement, True
Definitions
Nymbus, ZYNLO, True, True, True, True, True, True, True, True, True, True, True, True
Scopeofcommunications
True, True, True, True, True, True, True
Hardwaresoftwarerequirements
40.0 and higher, 38 and higher, 7.0 and higher, 12 and higher, Internet Explorer, 8.0 and up, 5.0 and up.
Changestorequirements
True, True
Printedcopiesavailability
False
Withdrawconsent
1-844-ZYNLOBANK, True, True, support@zynlobank.com, 1-844-ZYNLOBANK
Accountrelationship
True, True
Trackingcode
08102022ZPBCWK
Agreement
ZYNLO, PeoplesBank, Holyoke, MA, True
Effectivedate
08/08/22
Timeline
Associated of the Digital Experience Center
Nymbus
03.2019 - Current
Member Services Representative
(CME) Columbus metropolitan employees, FCU
09.2018 - 02.2019
Contact Center Associate (Canada)
BMW Financial Services
08.2016 - 12.2018
Front of the House Associate
Bostons Restaurant
07.2013 - 11.2016
Universal Banker
First Merit Bank
05.2007 - 01.2009
Assistant Branch Manager, Operations
Delaware County Bank &Trust
04.2002 - 01.2006
Senior Personal Banker
Huntington National Bank / Huntington Investment C
08.1997 - 06.2002
Bachelor of Arts - Finance
Ohio State University
High School Diploma -
Delaware Hayes