Dedicated banking professional with expertise in customer relationship management and conflict resolution. Proven ability to enhance client satisfaction through effective communication and problem-solving.
Overview
11
11
years of professional experience
2019
2019
years of post-secondary education
Work History
Personal Banker 2
The Village Bank
Wayland, MA
11.2021 - Current
Assisted customers with account inquiries and transaction requests.
Educated clients on financial products and services available.
Resolved customer issues by providing effective solutions and support.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Followed operational standards, promoting security, risk management and compliance.
Identified potential fraud risks on accounts and reported suspicious activities to management.
Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
Provided training to new staff on banking procedures and systems used.
Customer Care Representative
The Village Bank
Newton, MA
08.2023 - 03.2024
Assisted customers with account inquiries and transaction issues.
Processed customer transactions accurately and efficiently.
Provided information on bank products and services to clients.
Answered customer inquiries over the phone and via email.
De-escalated customer issues with proven conflict mediation and problem-solving abilities.
Conducted regular follow-up calls with customers after resolving their issues.
Cashier and Gas attendant
Mobil Gas Station
Milford, MA
09.2020 - 11.2021
Processed customer transactions with accuracy and efficiency at a busy gas station.
Managed cash register operations while ensuring proper handling of funds.
Provided excellent customer service by assisting with inquiries and concerns.
Stocked shelves with merchandise when needed.
Operated cash register or POS system to receive payment by cash, check and credit card.
Managed store opening and closing procedures for secure operations.
Preschool Teacher's Assistant
Brookline Infant Toddler Center (B.I.T.C)
Newton, MA
01.2015 - 03.2020
Assisted lead teachers in creating engaging lesson plans and activities.
Supported children in daily routines, including meals and transitions.
Observed children's behavior to identify developmental needs and interests.
Supported child development through play-based learning and social interactions.
Communicated effectively with parents regarding child progress and daily activities.
Facilitated small group activities to enhance cognitive and emotional growth.
Education
Milford High School
Milford, MA
Skills
Customer relationship management
Compliance adherence
Cash handling
Customer service
Banking policies and procedures
Branch operations
Call center operations
Fraud prevention
Cross-selling products
Accomplishments
Promoted to Personal Banker 2 in January 2025
Completed customer care center reciprocal program 2024