Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sheri Asklar

Marlborough,CT

Summary

With nearly 18 years' experience in the banking industry, I am well qualified in improving operations and problem solving. I am a detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy. I am highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals.

Overview

23
23
years of professional experience

Work History

Real Estate Agent

Berkshire Hathaway
08.2018 - Current
  • Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
  • Determine clients’ needs and financials abilities to propose solutions that suit them
  • Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
  • Perform comparative market analysis to estimate properties’ value
  • Display and market real property to possible buyers
  • Prepare necessary paperwork (contracts, leases, deeds, closing statements etc)
  • Maintain and update listings of available properties
  • Cooperate with appraisers, escrow companies, lenders and home inspectors
  • Develop networks and cooperate with attorneys, mortgage lenders and contractors
  • Promote sales through advertisements, open houses and listing services
  • Remain knowledgeable about real estate markets and best practices
  • Review and executed confidential documents, contracts and disclosures.
  • Establish positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Educate clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
  • Develop new business and managed new and existing clients.

Real Estate Agent

RE/Max Edge
05.2012 - 08.2018
  • Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
  • Determine clients’ needs and financials abilities to propose solutions that suit them
  • Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
  • Perform comparative market analysis to estimate properties’ value
  • Display and market real property to possible buyers
  • Prepare necessary paperwork (contracts, leases, deeds, closing statements etc)
  • Maintain and update listings of available properties
  • Cooperate with appraisers, escrow companies, lenders and home inspectors
  • Develop networks and cooperate with attorneys, mortgage lenders and contractors
  • Promote sales through advertisements, open houses and listing services
  • Remain knowledgeable about real estate markets and best practices
  • Review and executed confidential documents, contracts and disclosures.
  • Establish positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Educate clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
  • Develop new business and managed new and existing clients.

Customer Service Manager

People's United Bank
10.2008 - 10.2018
  • Responsible for the daily operations of the Customer Service Associate staff and the customer experience
  • Resource to junior staff in facilitating adherence to the organization's customer service standards
  • Supports products and services application to customer needs to advance the branches referral goals and modeling techniques for junior staff
  • Deliver accurate, quick and efficient customer service
  • Proactively anticipates customer needs and acts upon opportunities for product referral
  • Models these behaviors for the Customer Service staff
  • Open accounts and performs a wide range of customer services
  • Supervises all operational activities including staffing, cash levels, supplies, inventory, balancing including ATM's and TAU's in compliance with the bank's policies and procedures
  • Ensures sound and efficient operations by monitoring staff differences, cash items and appropriate reports
  • Train new Customer Service staff in the research and resolution of transaction/balancing problems

AVP Office Manager

First Southern Bank
07.2006 - 04.2008
  • Responsible for managing the day- to-day activities in a full service branch, including sales and the day-to-day production and operations functions
  • Over see the day-to-day operations, to ensure compliance with all policies and procedures
  • Manage and schedule Tellers and Personal Banking staff
  • Maintain financial records
  • Implement and reviews bank policies and procedures
  • Plan and accomplish branch sales goals
  • Ensure that customer services are provided, including opening accounts, provide customers with information, and resolving banking problems for customers
  • Create sales development activities
  • Assist Human Resources and Market Managers to initiate hiring, training, performance appraisals, resolving routine employee issues, performance management, and scheduling hours and work
  • Oversee the activities of the branch staff, ensuring compliance with set policies and procedures
  • Provide service to present and potential customers seeking consumer and small business loans
  • Assist Market Manager in coordination of branch activities and facilitation of the production process
  • Promote, cross-sell, and services a full range of financial products and services
  • Responsible for new accounts, client retention and existing client cross-selling and relationship expansion

Assistant Branch Manager

American Eagle Federal Credit Union
12.2004 - 06.2006
  • Mentor for East Hartford High School Branch (mentored 3 students)
  • Directly supervise the Teller Supervisor, Tellers & MFR's
  • Effectively coach and develop Teller Supervisor, Tellers & MFR's to improve knowledge and skills
  • Responsible for the hiring of new Teller Supervisor and participate in the hiring of Teller's and MFR's
  • Responsible for the performance appraisals of Teller Supervisor and contribute to the performance appraisals of Tellers and MFR
  • Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws, including planning, assigning, and directing work; rewarding and disciplining employees; addressing complaints and resolving problems through a process of on-going communication
  • Assists the Branch Manager in the development and implementation of an effective plan to meet branch goals
  • Regularly assess progress to goals with Branch Manager, and assists in adjusting the plan as needed to meet branch goals
  • Consistently contribute to the attainment of individual and branch goals
  • Responsible for the security of the branch, employees, and members
  • Collaborate with branch manager in planning and facilitating branch meetings
  • Actively listen and ask questions to determine all financial needs of members
  • Demonstrate excellent member service by cross-selling additional Credit Union products and services to meet member's financial needs
  • Accurately open new member accounts on core system
  • Effectively process Visa, consumer loan and home equity loan applications

Office Manager

Corporate America Family Credit Union
09.2002 - 12.2004
  • Directly supervise the Teller Supervisor and Tellers
  • Effectively coach and develop Teller Supervisor and Tellers to improve knowledge and skills
  • Responsible for the hiring of new Teller Supervisor and participates in the hiring of Teller's
  • Responsible for the performance appraisals of Teller Supervisor and contribute to the performance appraisals of Tellers
  • Monitor performance behaviors / Coach and document activities
  • Training and orientation of new staff
  • Actively listen and ask questions to determine all financial needs of members
  • Demonstrate excellent member service by cross-selling additional Credit Union products and services to meet member's financial needs
  • Strive to achieve branch and corporate goals
  • Effectively underwrite consumer loans
  • Collections of delinquent loans

Customer Service Manager

Peoples Bank
06.2000 - 09.2002
  • Supervise and motivate a team of six
  • Directly supervise the Teller Supervisor, Tellers and CSR's
  • Effectively coach and develop Teller Supervisor, Tellers and CSR's to improve knowledge and skills
  • Responsible for the hiring of new Teller Supervisor and participates in the hiring of Teller's and CSR's
  • Responsible for the performance appraisals of Teller Supervisor and contribute to the performance appraisals of Tellers and CSR's
  • Monitor performance behaviors / Coach and document activities
  • Actively listen and ask questions to determine all financial needs of the customers
  • Demonstrate excellent customer service by cross-selling additional products and services to meet customer's financial needs
  • Effectively underwrite, close, and book Mortgages, Home Equity, and consumer loans
  • Sell life insurance

Education

Masters - Business Management

Albertus Magnus College
East Hartford, CT
03.2006

Bachelor of Science - Business Administration

Eastern Connecticut State University
Willimantic, CT
12.2000

Skills

  • Personnel Training and Development
  • Client Relations and Retention
  • Staff Management
  • Conflict Resolution Techniques
  • Customer Service
  • Process Improvement
  • Account Resolutions
  • Conflict Management
  • Customer Relations
  • Exceptional Interpersonal Communication
  • Quality Assurance Controls
  • Coordinating Service Initiatives
  • Customer Experience Management
  • Negotiation and Conflict Resolution
  • Managing Operations and Efficiency
  • Leadership

Timeline

Real Estate Agent

Berkshire Hathaway
08.2018 - Current

Real Estate Agent

RE/Max Edge
05.2012 - 08.2018

Customer Service Manager

People's United Bank
10.2008 - 10.2018

AVP Office Manager

First Southern Bank
07.2006 - 04.2008

Assistant Branch Manager

American Eagle Federal Credit Union
12.2004 - 06.2006

Office Manager

Corporate America Family Credit Union
09.2002 - 12.2004

Customer Service Manager

Peoples Bank
06.2000 - 09.2002

Masters - Business Management

Albertus Magnus College

Bachelor of Science - Business Administration

Eastern Connecticut State University
Sheri Asklar