Steven Cordon
Southington,CT
Summary
Dynamic Financial Services Representative with a proven track record at Amscot Financial, excelling in customer relationship management and regulatory compliance. Enhanced client satisfaction through personalized service and streamlined onboarding processes, while effectively cross-selling financial products. Known for strong analytical thinking and a commitment to service delivery, driving revenue growth and fostering loyalty.
Maintain 99% drawer balancing and counting accuracy.
Spot handle and properly report bad bills and bad checks.
Proper use of APOS for check cashing and drawer balancing.
Overview
2
2
years of professional experience
Work History
Financial Services Representative
Amscot Financial
01.2024 - 11.2025
- Assisted clients with account inquiries and transaction processing to ensure efficient service delivery.
- Educated customers on financial products, enhancing understanding and promoting informed decisions.
- Maintained accurate records of client interactions and transactions in compliance with regulatory standards.
- Provided support during peak hours, managing high volumes of customer transactions effectively.
- Collaborated with team members to streamline processes, improving overall service efficiency.
- Identified areas for improvement in customer service protocols, contributing to enhanced client satisfaction.
- Resolved customer concerns promptly, fostering positive relationships and loyalty within the community.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Maintained updated records of all financial transactions to support traceability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Streamlined client onboarding process, reducing time to account activation and increasing customer satisfaction.
- Coordinated with compliance departments to ensure all client interactions and transactions met regulatory standards.
- Analyzed client feedback to identify areas for service improvement, leading to enhanced client satisfaction rates.
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
- Produced financial statements and reports to comply with regulations.
- Tracked budget forecasts and monitored budget performance.
Education
High School Diploma - General Studies
Southington High School
Southington, CT06.2002
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Financial product sales
- Regulatory compliance
- Customer relationship building
- Sales goals
- Account maintenance
- Loan applications
- Credit analysis
- Relationship management
- Risk management
- Certificates of deposit
- Teller transactions
- Financial reporting
- Account performance reviews
- MS office
- Goal setting and tracking
- Records management
- Financial information systems
- Payments processing
- Loan and grant knowledge
- Strong work ethic
- Analytical thinking
- Punctual and dependable
- Flexible schedule
- Service delivery
Timeline
Financial Services Representative
Amscot Financial
01.2024 - 11.2025
High School Diploma - General Studies
Southington High School