Thomaida mele
West Roxbury,MA
Summary
Enriched with more than 15 years of experience in administration, coordination and managing in various field
(Insurances, education and cultures institutions, museums)
Able to multitask effectively and willing to learn.
Developed strong critical thinking and problem-solving skills to meet customers' needs.
Possess excellent verbal and written communication skills.
Professional and articulate with strong attention to details and highly organizational skills.
Computer literacy, familiarity with Microsoft Office.
Overview
3
3
years of professional experience
Work History
Senior Relationship Banker
East Boston Savings Bank
01.2021 - 09.2021
- Process branch customers' transactions (deposits; mortgage and loan payments; withdrawal; cashing checks)
- Greet existing and prospective customers and try to uncover their financial needs and recommend the right bank products and services, checking accounts, savings and investment accounts, retirement accounts, electronic banking services and consumer loans
- Work with branch management to plan for the achievement of individual and team sales goals according to the bank's Sales Program
- Fully participate in sales promotions
- Responsible for other tasks as required, including reporting; ordering supplies; balancing automated teller machine; preparing night deposit bags; filing and scanning records; proper and safe procedural response to robberies
- Provide assistance to the Branch Manager and work in a supervisor capacity on an as needed basis
- Creating opportunities for cross sell and referrals to bank specialists
- Make outbound calls as follow up with onboarding customers and sales initiatives.
Relationship Banker
East Boston Savings Bank
09.2020 - 12.2020
- Process branch customers' transactions (deposits; mortgage and loan payments; withdrawal; cashing checks)
- Greet existing and prospective customers and try to uncover their financial needs and recommend the right bank products and services, checking accounts, savings and investment accounts, retirement accounts, electronic banking services and consumer loans
- Act as a leader in demonstrating self-service channels to customers, including ATM, Online banking and Mobile Banking
- Make qualified referrals to business partners in the areas of investments, mortgage, cash management, etc
- Handle all cash under daily control, and maintain cash limits, accurately and strictly according to bank policy and procedure
- Accurately balance each day's transactions and verify cash totals in order to complete daily settlement to verify accuracy of all work
- Answer routine and more complex questions on customer accounts, products, services, policies, and procedures
- Troubleshoot customer issues and provide follow-through to ensure resolution
- Maintain a thorough knowledge of bank products and services, standards, and procedures through attendance at meetings and timely completion of trainings.
Relationship Banker
Bank of America
01.2019 - 01.2020
- Greet customers when they enter the branch and establish a professional, friendly rapport
- Evaluate customers financial needs, provide banking solutions and refer them to the appropriate branch officers as needed
- Reach out to prospective retail banking customers and establish business relationships
- Create new checking, savings and other deposit accounts for clients
- Clearly explain product and service benefits, requirements and restrictions, changes and other related product information to clients and bank employees
- Manage customer accounts, including opening and closing accounts and overseeing transactions
- Provide ongoing banking relationship services with existing clients
- Ensure customer satisfaction and resolve issues with banking products or services.
Financial Center Assistant Manager
09.2021
- Operates as a back up financial center leader within a market
- Manages client traffic, engaging and appropriately routing clients and fostering client retention
- Manages business results through formalized management routines and coaching
- Creates a world class client experience environment
- Manages market-level initiative prescribed by market leaders
- Drives operational excellence.
Education
Course in Principles of management -
New England Institute of Business at Cambridge College
01.2020
MSc. Classical Studies -
School of Philosophy, University of Crete
01.2017
B.A., Philology -
School of Philosophy, University of Crete
01.2010
Skills
- Microsoft Windows
- Windows Server
- Office package (Word, Excel, Access, PowerPoint, Front Page, Outlook)
- English
- Greek
- Spanish
- Albanian
Honorsandawards
"William Stanley Moss "Award for Excellence in the Postgraduate Studies- Dept. of Philology, University of Crete (2016)
Volunteer Experience
Volunteer Tutor to Refugees, Teachers Association of Rethymnon, The volunteer program assists refugee to:, Take up the educational, vocational and social opportunities that exist in Greek society., Enhance Greek language skills.
Training
- 2018: «Aspects of Leadership in the Ancient World», Institute of Mediterranean Studies.
- 2018: «Liberal democracy and its enemies», Aristides Hatzis, The American College of Greece.
- 2017: «Liberal Revolution», Aristides Hatzis, Nafplio.
- 2017: «Acrocon : Economy, Philosophy, Capitalism»: International Conference,Thessaloniki.
Timeline
Financial Center Assistant Manager
09.2021
Senior Relationship Banker
East Boston Savings Bank
01.2021 - 09.2021
Relationship Banker
East Boston Savings Bank
09.2020 - 12.2020
Relationship Banker
Bank of America
01.2019 - 01.2020
Course in Principles of management -
New England Institute of Business at Cambridge College
MSc. Classical Studies -
School of Philosophy, University of Crete
B.A., Philology -
School of Philosophy, University of Crete
Similar Profiles
Charles MiglioreCharles Migliore
FVP Electronic Banking at East Boston Savings BankFVP Electronic Banking at East Boston Savings Bank
JACKLYN KUSNIERZJACKLYN KUSNIERZ
Loan Originator at East Wisconsin Savings BankLoan Originator at East Wisconsin Savings Bank
Harjinder KaurHarjinder Kaur
FSA at Ohio Savings Bank A Division Of New York Community BankFSA at Ohio Savings Bank A Division Of New York Community Bank