Susan Radinsky
Huntington,United States
Summary
Flexible hard worker ready to learn and contribute to team success. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
13
13
years of professional experience
Work History
Personal Banker II
Sterling National/ Webster Bank
South Huntington, New York
11.2021 - Current
- Promoted to Digital Operations Associate II at BrioDirect Bank
- Promoted to Personal Banker II at South Huntington Branch
- Conducted account openings and closings for clients.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Analyzed financial documents provided by customers to determine their needs.
- Advised customers on various financial products available from the bank.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Followed operational standards, promoting security, risk management and compliance.
- Exclusive focus on high-net-worth clients through digital channels
- Specialized in opening accounts, wires, transfers, and online banking
- Addressing client concerns via email, phone, and chat in a call center
- Shifted from Customer Care Rep 1 to a role with a digital banking emphasis
- Proficient in online communication platforms for client interactions
- Tailoring services to meet the unique needs of affluent clientele
- Demonstrated career progression and adaptability
- Efficiently managing diverse tasks within the digital banking spectrum
- Implementing rigorous quality control measures to ensure accuracy and compliance in digital banking operations for high-net-worth clients
- Guide clients through online new account opening and CD setup processes
- Provide support to Private Clients, Business Clients, Online Clients, and Mortgage and Loan Clients.
Client Service Representative
TIAA Bank
Islandia, New York
12.2019 - 11.2021
- Proofread all bank applications submitted by email, mail, and retail bank locations to ensure the integrity of the brand
- Adjusted interest rates on various bank products to meet changing market conditions
- Processed and updated information on new and existing applications, ensuring accurate and timely completion
- Opened and funded new accounts while adhering to established policies and procedures
- Closed existing accounts, following the appropriate guidelines and ensuring a smooth transition for the customer
- Maintained accurate and organized records of all account-related activities
- Provided exceptional customer service by answering inquiries and resolving issues in a professional and timely manner
- Addressed customer concerns in a call center environment, ensuring high-quality service and effective problem resolution.
Branch Office Administrator
Edward Jones
Farmingdale, New York
07.2017 - 12.2019
- Achieved the highest score from a compliance branch audit just five months into the role as a Branch Office Administrator
- Ensured office standards were consistently maintained in accordance with Edward Jones Policies and FINRA regulations
- Handled all correspondence with clients, wholesalers, and home office to ensure effective communication
- Managed bookkeeping and office expenses, maintaining accurate and organized records
- Maintained scheduling for the branch, ensuring timely and efficient use of resources
- Collaborated with other departments and colleagues to ensure the smooth functioning of the office and the branch
- Stayed up-to-date with changes to regulations and policies, ensuring compliance in all areas of responsibility
- Continuously improved processes and procedures to increase efficiency and effectiveness in the role.
Private Client Banker
JP Morgan Chase
Sayville, New York
03.2016 - 07.2017
- Consistently achieved and exceeded monthly sales objectives to drive revenue growth
- Managed a portfolio of 600 affluent branch clients, ensuring their financial needs were met
- Served as the primary point of contact between the Financial Adviser, Loan Officer, and Business Specialist to facilitate seamless communication and collaboration
- Fostered strong relationships with clients to understand their financial goals and provide tailored solutions
- Maintained accurate and organized records of all client interactions and transactions
- Stayed up-to-date with industry trends and regulations to provide informed recommendations to clients
- Collaborated with team members to develop and implement sales strategies and improve overall branch performance
- Demonstrated exceptional customer service skills and built a strong reputation as a trusted financial advisor.
Sales Assistant
David Lerner Associates
Syosset, New York
11.2010 - 03.2016
- Awarded Rookie of the Year in 2015 for exceptional sales performance at David Lerner Associates in Syosset, New York
- Kept abreast of industry trends and product knowledge to enhance client satisfaction and address their needs effectively
- Formulated and implemented successful sales strategies, contributing to increased revenue and market share
- Maintained meticulous records of sales activities and client interactions
- Delivered exceptional customer service to ensure high levels of client satisfaction and retention
- Efficiently scheduled appointments and managed calendars for 4 Executive Financial Advisors
- Fostered and strengthened relationships with new and existing clients through various communication channels
- Managed client interactions via phone calls, emails, and traditional mail
- Coordinated internal paperwork processing and ensured accuracy
- Established and cultivated productive working relationships with third-party entities
- Utilized FedEx for secure and efficient correspondence delivery.
Education
Associates in Advertising and Communication -
Fashion Institute of Technology
01.1990
Skills
- Team building
- Leadership
- Time management
- Relationship management
- Customer service
- Sales
- Financial planning
- Cold Calling
- Event planning
- Training
- Scheduling
- MS office
- Results oriented
- Business Management
- Project management
- Retention growth
- Windows
- Word
- Excel
- Chat
References
- Neil Palazzo, 917-364-8805
- Fran Ciotta, 631-692-2652
- Andrea Wiener, 718-925-1346
Timeline
Personal Banker II
Sterling National/ Webster Bank
11.2021 - Current
Client Service Representative
TIAA Bank
12.2019 - 11.2021
Branch Office Administrator
Edward Jones
07.2017 - 12.2019
Private Client Banker
JP Morgan Chase
03.2016 - 07.2017
Sales Assistant
David Lerner Associates
11.2010 - 03.2016
Associates in Advertising and Communication -
Fashion Institute of Technology
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