Summary
Overview
Work History
Education
Skills
Timeline
Generic

Susan Slimak

Orlando,FL

Summary

Hardworking Wealth Service Specialist skilled in troubleshooting and analysis. Accustomed to drafting and maintaining detailed service reports. Personable and customer-focused with passion for fostering loyalty and satisfaction. Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty.

Overview

37
37
years of professional experience

Work History

Wealth Service Specialist II

Truist Bank
Winter Park, FL
08.2012 - Current
  • Professional Client Service, Customer Satisfaction, Sales and maintenance of accounts,
  • Experience with Microsoft Office, Teams, WebEx, Outlook, PowerPoint, Word, Excel, Skype, Concur and SharePoint,
  • Attend and complete applicable training, Adhere to regulation.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked effectively in fast-paced environments.
  • Excellent communication skills, both verbal and written.
  • Organized and detail-oriented with a strong work ethic.
  • Identified issues, analyzed information and provided solutions to problems.
  • Cultivated interpersonal skills by building positive relationships with others and support team efforts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Work with the Wealth Advisors to manage, maintain and grow their practice and book of business.

Special Education Instructional Assistant - Grades K-5

Eldersburg Elementary School
Eldersburg, MD
03.2004 - 06.2012
  • Assist children in areas of Academics and Scholastics, Testing and supervision of children
  • Supported student learning objectives through personalized and small group assistance.
  • Assisted and mentored students in groups of up to 25 by reviewing lesson teachings and answering questions.
  • Collated classroom materials to help teachers prepare for daily instruction and activities.
  • Created lesson materials, visuals, and digital presentations to supplement lesson plans.

Flight Attendant

American Airlines
Washington, DC
07.1989 - 03.2004
  • Demonstrated proper use of safety equipment and seatbelts to inform and educate passengers prior to takeoff.
  • Facilitated boarding process by greeting passengers upon arrival to aircraft and providing direction to seats.
  • Attended workshops and trainings in customer service, conflict resolution tactics, and safety procedures to keep abreast of all new requirements and procedures.
  • Assisted passengers with disabilities by providing wheelchairs and supporting throughout airport to provide excellent customer service.
  • Performed pre-flight safety checks to verify oxygen masks, life jackets and other emergency equipment in good working order.
  • Responded to passenger emergencies to provide first aid.
  • Facilitated communication between flight deck and cabin crew prior to and during flights to promote smooth operations.
  • Ensured safety and comfort of customers onboard aircraft.
  • Served beverages and food items from refreshment carts and provided information about in-flight offerings to passengers.
  • Clearly explained and demonstrated safety and emergency procedures to passengers prior to takeoff.

Food and Beverage Supervisor

La Posada Restaurant, Condado Plaza Hotel & Casino
Condado, PR
02.1988 - 06.1989
  • Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
  • Planned operations to effectively cover needs while controlling costs and maximizing service.
  • Spearheaded regular maintenance and repair operations to keep building and equipment in peak condition.
  • Planned and executed promotions and special events in close collaboration with management.
  • Monitored food inventory and supplies to prevent waste.
  • Supervised food presentation and plating to enhance visual appeal.
  • Controlled food costs and managed inventory.
  • Addressed customer complaints with professional demeanor and used communication and problem-solving skills to resolve issues.

Education

Diploma and Licensure in Therapeutic Massage -

Cortiva Institute
Maitland, FL
01.2018

Credits in Hotel/Restaurant Management -

University of Puerto Rico
San Juan, PR
01.1988

Associates in Banking and Finance -

Penn State
Wilkes Barre, PA
01.1986

Certification in Phlebotomy -

Luzerne County Community College
Nanticoke, PA
01.1984

Skills

  • Client Retention Strategies
  • Data Entry
  • Consultative Sales
  • Complaint resolution

Timeline

Wealth Service Specialist II

Truist Bank
08.2012 - Current

Special Education Instructional Assistant - Grades K-5

Eldersburg Elementary School
03.2004 - 06.2012

Flight Attendant

American Airlines
07.1989 - 03.2004

Food and Beverage Supervisor

La Posada Restaurant, Condado Plaza Hotel & Casino
02.1988 - 06.1989

Diploma and Licensure in Therapeutic Massage -

Cortiva Institute

Credits in Hotel/Restaurant Management -

University of Puerto Rico

Associates in Banking and Finance -

Penn State

Certification in Phlebotomy -

Luzerne County Community College
Susan Slimak