Shannel Mejia
Roselle Park
Summary
Experienced professional with a strong track record in customer service, claims handling, and office services. Proven ability to take initiative and proactively address challenges. Skilled in problem-solving and coaching development. Seeking a dynamic company that values continuous improvement and offers growth opportunities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
02.2024 - Current
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
- Assist and educate clients by teaching them how to conduct simple transactions through self-service technology devices and more
- Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
- Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
- Follow company policies and procedures
- Coaching new hire employees
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
Office Manager
C&L Auto Body Shop
07.2022 - 02.2024
- Managing accounts payable and accounts receivable journal entries to ensure accuracy accountability.
- ADP Payroll for 30 employees.
- Controlling and managing the service center's workflow.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Facilitated smooth communication between insurance departments and shop, addressing concerns promptly to maintain harmonious work relationships.
- Document customer interactions.
- Follow up and provide updates to our customers.
- Go over the estimates with our clients.
- Organize and collect paperwork from the customer and insurance files.
- Set up tows when the shop or the insurance request it
- Check in vehicles and provide customers guidance at the time of drop off
- Log off rentals to facilitate customers visit at the shop
- Match and process estimate supplements received by the insurance or other shops
Relationship Banker
Popular Bank
01.2021 - 07.2022
- Work with branch manager to attain or exceed individual goals
- Confidently build effective, trust-based relationships with clients by listening and uncovering their needs to gain in-depth knowledge of client’s financial life priorities
- Be responsible to act in accordance with all bank policies and regulations to ensure the branch passes assessment and audits
- Effectively execute teller banking transactions in accordance with Popular policies and procedures and in adherence to legal and regulatory requirements
- Support the management of compliance functions including reconciliations, audits (internal/external), reporting, controls, records management, approvals, and opening/closing procedures, ensuring all security procedures are strictly adhered to
- Conduct sales activities to gather data and drive business to the branch, including in person or phone interviews with clients and prospective clients, community involvement, etc
Store Team Manager
Metro by T-Mobile
03.2019 - 01.2021
- Developed and implemented sales strategies to increase revenue.
- Contacted satisfied customers to offer additional services.
- Organize and re-stock inventory.
- Manage day-to-day performance of sales team.
- Motivate, train, and coach sales staff while applying feedback.
- Collaborated with other Store Team Leaders to share best practices and improve overall store performance.
- Adapted quickly to changing business conditions by adjusting staffing levels or altering operational priorities as needed to maintain productivity levels.
Education
AA -
Union County College
BS - Human Resources Management
Western Governors University
Skills
- Data Entry
- Banking operation management
- Spanish translation
- Customer relationship management
- File management
- Risk assessment
Certification
Notary License
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Banker
Bank of America
02.2024 - Current
Office Manager
C&L Auto Body Shop
07.2022 - 02.2024
Relationship Banker
Popular Bank
01.2021 - 07.2022
Store Team Manager
Metro by T-Mobile
03.2019 - 01.2021
BS - Human Resources Management
Western Governors University
AA -
Union County College
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