SIMONE PALMER
Bridgeport,CT
Summary
Professional with strong background in banking and financial services. Skilled in team leadership, customer relationship management, and operational efficiency. Known for adaptability and delivering results in dynamic environments. Expertise in financial analysis, risk management, and regulatory compliance, ensuring consistent achievement of business targets.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor Registration Candidate
Merrill Lynch
Fairfield, CT
04.2026 - Current
- Participated in Merrill Wealth Management's Financial Solutions Advisor Registration Program, specializing in investment products, retirement planning, and wealth management strategies to support client financial goals.
Senior Banker
Bank Of America
Fairfield, CT
05.2022 - 04.2026
- Led high-value client relationship management to enhance customer satisfaction and retention.
- Developed tailored financial solutions for diverse clientele, driving revenue growth and service excellence.
- Delivered personalized financial solutions, including banking products, loans, and credit options, tailored to client needs. Build and maintain client relationships through financial guidance and exceptional customer service. Supported clients in account management, fraud prevention, and digital banking services to ensure secure and efficient banking experiences. Ensure compliance with banking regulations and risk management policies. Collaborated with internal teams to improve customer financial well-being through coordinated financial guidance and resources.
- Mentored junior bankers, fostering professional development and ensuring compliance with banking regulations.
Courier
FedEx Express
Stamford, CT
08.2015 - 05.2022
- Managed route planning using GPS technology to optimize delivery times.
- Ensured prompt delivery of packages to customers by following established routes. to ensure timely service and customer satisfaction.
- Operated various delivery vehicles while adhering to safety regulations and protocols.
- Operated company vehicles to achieve timely package deliveries. Verified shipments to maintain compliance with FedEx service standards. Provided customer service and resolved shipment inquiries to enhance customer satisfaction.
Direct Support Professional
KenCrest Services
Stratford, CT
06.2014 - 08.2015
- Provided direct support to individuals with developmental disabilities, enhancing daily living skills and independence.
- Developed individualized care plans in collaboration with interdisciplinary teams to meet client needs effectively.
- Supported individuals in daily living activities, enhancing personal care, meal preparation, and medication management. Facilitated community activities and social engagement to promote social interaction and personal development. Coordinated household tasks, ensuring a clean and organized environment through meal preparation and light housekeeping.
- Facilitated engaging activities that promoted social interaction and improved communication among clients.
Direct care counselor
St. Vincent's special needs
Trumbull, CT
06.2011 - 04.2015
- Developed and implemented personalized treatment plans in collaboration with interdisciplinary teams.
- Delivered direct care and support to individuals with special needs, enhancing their daily living skills. Facilitated personal care, recreation, and skill-building activities to promote independence and well-being. Maintained a safe and structured environment aligned with individualized care plans, fostering a sense of security and stability.
- Facilitated daily living skills training, promoting independence among clients.
- Provided individualized care and support to clients with diverse special needs.
Cashier
Stop and shop
Westport, CT
06.2009 - 06.2011
- Processed customer transactions efficiently using point-of-sale systems.
- Processed customer purchases with accuracy, ensuring smooth transactions. Addressed customer inquiries while delivering high-quality service. Kept checkout area clean and organized to enhance customer experience.
- Ensured accurate cash handling and balanced cash drawers at end of shifts.
- Provided exceptional customer service, resolving inquiries and complaints promptly.
Cashier
Bowtie Cinemas
Trumbull, CT
11.2007 - 06.2009
- Processed customer transactions accurately and efficiently using point-of-sale systems.
- Maintained clean and organized checkout areas to enhance customer experience.
- Assisted customers with inquiries, providing exceptional service and support.
- Facilitated ticket purchases and concession sales for guests. Ensured cleanliness of lobby, theaters, and concession areas to enhance guest experience. Oversaw auditoriums to uphold customer safety and satisfaction standards.
Education
Bachelor of Science - Sociology
Southern Connecticut State University
New Haven, CTAssociate of Science - Criminal Justice
Housatonic Community College
Bridgeport, CTHigh School Diploma - General studies
Bassick High School
Bridgeport, CTSkills
- Financial Analysis
- Financial Product Knowledge
- Client-focused service
- Detail-Oriented and Organized
- Time Management and Multitasking Ability
- Reliable and Results-Driven
- Interpersonal communication
- Collaborative teamwork
- Conflict resolution
- Cultural Awareness and Sensitivity
- Ethical Decision-Making and Professional
- Financial Product Knowledge
- Sales leadership
- Operations management
Certification
SIE- Securities Industry Essentials
CPR-First Aid
Languages
ENGLISH — Native
Timeline
Financial Solutions Advisor Registration Candidate
Merrill Lynch
04.2026 - Current
Senior Banker
Bank Of America
05.2022 - 04.2026
Courier
FedEx Express
08.2015 - 05.2022
Direct Support Professional
KenCrest Services
06.2014 - 08.2015
Direct care counselor
St. Vincent's special needs
06.2011 - 04.2015
Cashier
Stop and shop
06.2009 - 06.2011
Cashier
Bowtie Cinemas
11.2007 - 06.2009
Bachelor of Science - Sociology
Southern Connecticut State University
Associate of Science - Criminal Justice
Housatonic Community College
High School Diploma - General studies
Bassick High School
HONORS & AWARDS
3.80 GPA