Experienced banking professional with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
Overview
19
19
years of professional experience
Work History
Office Assistant/Account Representative
Farnsworth and Semptimphelter
Lumberton, NJ
10.2017 - 04.2019
Assist manger in monthly account reconciliation and reporting
Accounts payable and receivable
Insurance claims reconsideration
Speak with insurance companies for timely filing of claims
Insurance and patient billing
Payment posting
General office duties
Branch Banker IV
BB&T Corp
Winston Salem, NC
11.2014 - 10.2017
Delivered an exceptional level of service to each customer by listening to concerns and answering questions.
Conducted analysis to address deficiencies in compliance which lead to a more secure work environment
Provided onsite training.
Planned and executed sales strategies among team which lead to our branch being recognized as top revenue producers
Building long term relationships with clients in person and over the phone
Banking Specialist
TD Bank Mt. Laurel NJ BAA , MT L A URN EL
, NJ
03.2013 - 11.2014
Answer approximately 80-100 calls daily, resolving customer concerns in a timely and efficient manner.
Review account(s) and customer relationship to help identify sales and service opportunities.
Provide in depth look into the Banking Specialist role by assisting both Contact Center and external employees through shadowing.
Adhere to all Compliance standards by authenticating all customers, reviewing product disclosures and applicable fees.
Adhere to productivity metrics including Adherence, calls per hour and fee refunds.
Assist customers with account related inquires as well as Online Banking log in difficulties.
Remain up to date on Bank changes in order to adequately provide customer support
Assistant Banking Center Manager
Bank Of America Corp
Charlotte, NC
11.2005 - 11.2008
Oversee the flow of cash and financial instruments
Evaluate financial reporting , accounting and collection procedures
Make recommendations for changes to procedures, operating systems and other financial control systems
Approve, reject or coordinate the approval or rejection of lines of credit, real estate and personal loans
Network within communities to find and attract new business
Prepare operational risk reports for management analysis
Recruit staff and oversee training programs
Plan, direct and coordinate the activities in branches and other departments within the company, such as: lending, brokerage firms, risk and insurance departments
Teller Operations Specialist
Bank Of America Corp
Charlotte, NC
01.2003 - 11.2005
Determine schedules, sequences, and assignments for work activities, based on work priority, quantity of equipment and skill of personnel.
Participate in budget preparation and administration, coordinating purchasing and documentation, and monitoring departmental expenditures.
Recommend or initiate personnel actions, such as hires, promotions, transfers, discharges, and disciplinary measures.
Monitor employees' work levels and review work performance.
Develop, implement, and evaluate maintenance policies and procedures.
Counsel employees about work-related issues and assist employees to correct job-skill deficiencies.
Senior Sales and Service Supervisor
Bank Of America Corp
Charlotte, NC
10.2000 - 02.2003
Recruit interview and select employees
Make recommendations to management concerning staffing issues and procedures
Prepare and issue work schedules, using scheduling models
Evaluate job performance and conformance to regulations and recommend appropriate action level
Provide employees with guidance in resolving difficult or complex issues
Education
Completed coursework towards BSN-1994
Upsala College
East Orange, NJ
Skills
Proficient in Microsoft Excel for financial modeling
Skilled in Microsoft Office applications (Outlook, excel)
Excellent communication skills, both written and verbal
Extensive experience in financial services and staff development
Timeline
Office Assistant/Account Representative
Farnsworth and Semptimphelter
10.2017 - 04.2019
Branch Banker IV
BB&T Corp
11.2014 - 10.2017
Banking Specialist
TD Bank Mt. Laurel NJ BAA , MT L A URN EL
03.2013 - 11.2014
Assistant Banking Center Manager
Bank Of America Corp
11.2005 - 11.2008
Teller Operations Specialist
Bank Of America Corp
01.2003 - 11.2005
Senior Sales and Service Supervisor
Bank Of America Corp
10.2000 - 02.2003
Completed coursework towards BSN-1994
Upsala College
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STEVE JASKOWSKISTEVE JASKOWSKI
OWNER at FARNSWORTH AUTO PLUS AND TIREOWNER at FARNSWORTH AUTO PLUS AND TIRE