SHAWN WELCH
Brooklyn,NY
Summary
Successful at promoting improvements in customer relations, administrative quality and project management. Top-notch professional at communicating with customers and employees to solve problems.
Overview
22
22
years of professional experience
Work History
Assistant Manager
The First National Bank of LI
Great Neck, NY
08.2024 - Current
- Analyzed business performance data and forecasted business results for upper management.
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
ASST. BRANCH MANAGER
NORTHFIELD BANK
BROOKLYN, NY
01.2023 - 08.2024
- Cultivated productive relations with the business development team to promote the banking business
- Trained employees on best practices and protocols while managing teams to maintain optimal productivity
- Assigned individual roles and tasks, as well as monitoring employees for security, compliance and performance
- Met or exceeded sales goals by promoting bank products and services in customer interactions
ANALYST
PNC BANK
NEW YORK, NY
01.2020 - 01.2023
- Maximize sales opportunities through targeted, needs-based consumer assessments
- Assist in the development of new employees through modeling, support, and encouragement resulting in increased team productivity
- Consistently exceed quarterly sales goals, contributing 37% avg in increased sales revenue
OWNER
WEALTH CAR SERVICE
BROOKLYN, NY
01.2012 - 01.2020
- Provided superior travel experiences that increased sales primarily through client referrals
- Maintained accurate and detailed bookkeeping, resulting in a 100% “Audit-Free,” 8-year tenure
BRANCH DESIGNEE
CAPITAL ONE BANK
BROOKLYN, NY
01.2010 - 01.2012
- Oversaw day to day branch operations in the absence of BM/ABM to ensure timely resolutions to teller & client inquires or concerns, meeting daily branch goals
- Developed & managed long-term relationships with consumers through individualized Banker-Client services leading to increased Customer-loyalty to the bank
- Contributed to planning & development of strategies for increased Portfolio Growth
- Developed & maintained profitable Business-to-Business partnerships
CUSTOMER SERVICE REPRESENTATIVE
TD BANK
NEW YORK, NY
01.2009 - 01.2010
- Performed service tasks including opening deposit accounts and credit card accounts
- Contributed to overall decision-making for consumer loans
SENIOR PERSONAL FINANCIAL REP
WAMU/CHASE BANK
NEW YORK, NY
01.2006 - 01.2009
- Contributed to the formation of new strategies for increasing business portfolios
- Developed and executed professional development for current and new members
LEAD TELLER
HSBC BANK
NEW YORK, NY
01.2003 - 01.2006
- Handled commercial teller line
- Conducted referrals for sales team
Education
A.A.S. - BUSINESS MANAGEMENT
KINGSBOROUGH COMMUNITY COLLEGE
01.2025
Skills
- Sales reporting
- Sales growth
- Sales monitoring
- Staff development
- Workplace safety compliance
- Team building
- Sales strategies
- Team motivation
- Operations management
Locations
- BROOKLYN, NY
- NEW YORK, NY
Programs
L.E.A.D. PROGRAM, NORTHFIELD BANK
Timeline
Assistant Manager
The First National Bank of LI
08.2024 - Current
ASST. BRANCH MANAGER
NORTHFIELD BANK
01.2023 - 08.2024
ANALYST
PNC BANK
01.2020 - 01.2023
OWNER
WEALTH CAR SERVICE
01.2012 - 01.2020
BRANCH DESIGNEE
CAPITAL ONE BANK
01.2010 - 01.2012
CUSTOMER SERVICE REPRESENTATIVE
TD BANK
01.2009 - 01.2010
SENIOR PERSONAL FINANCIAL REP
WAMU/CHASE BANK
01.2006 - 01.2009
LEAD TELLER
HSBC BANK
01.2003 - 01.2006
A.A.S. - BUSINESS MANAGEMENT
KINGSBOROUGH COMMUNITY COLLEGE