Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
References
Timeline
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Tiffany Bellamy

Tiffany Bellamy

Irvington,NJ

Summary

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Senior Banker

Citizens Bank
02.2020 - Current
  • Networked to increase client base and encourage existing clients to expand financial portfolios
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
  • Worked closely with management to strategize sales techniques to increase branch production and customer service
  • Monitored customer accounts to detect irregularities or suspicious activity
  • Verified customer identity and reviewed documentation for accuracy
  • Reviewed new prospect KYC documents to meet requirements and determine business model risk
  • Analyzed and investigated clients to conduct detailed customer due diligence and enhanced due diligence review
  • Analyzed customers' financial information to deliver personalized account guidance
  • Manage and maintain Financial Advisors meetings with clients in calendar

Financial Service Representative

TD Bank
12.2017 - 02.2020
  • Responsible for providing high quality customer service by providing customers with account management and other financial service needs
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Opened accounts with a cross-sell product
  • Demonstrated strong organizational and time management skills while managing multiple projects
  • Strengthened communication skills through regular interactions with others
  • Paid attention to detail while completing assignments
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances
  • Developed and delivered financial presentations to drive client engagement.

Universal Banker/ Assistant Manager

Investors Bank
07.2008 - 12.2017
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service
  • Balanced teller drawers and ATM cash
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.

Office Assistant Intern

College of St Elizabeth
Morristown, NJ
09.2004 - 12.2007
  • Organized internal documents, including filing and scanning paperwork.
  • Sorted and distributed incoming mail, dispersing to appropriate departments and personnel.
  • Monitored inventory levels of office supplies and placed orders when necessary.
  • Assisted in the preparation of materials for meetings and presentations.
  • Assisted with event planning, support and execution of virtual and in-person engagements.
  • Scheduled appointments for staff members with clients or customers.
  • Inputted data into various software programs for record keeping purposes.

Education

Bachelors of Science in Biology -

College of St Elizabeth

Skills

  • Client-portfolio relationship management
  • Risk management/SAR Reporting
  • Verbal/written communication
  • Detail-oriented
  • Strong customer relations
  • Financial analysis
  • Operational Efficiency
  • Business Planning
  • Operational Support
  • Analyzing Data
  • Database Entry
  • Customer Engagement
  • File Management
  • Office Supply Management
  • Verbal Communication
  • Schedule Management
  • Audit Coordination
  • Coaching and Training
  • Performance Reviews
  • Proficient in [MicroSoft Suite, Salesforce,Fiserv system]

Affiliations

  • Mentor/Guidance Counselor for Building Future Leaders Program and Sacred Heart of Vailsburg Middle School
  • Community support for clean-up Newark, St Johns Food Pantries, Hillside Community Food Bank , clothing and food drives
  • Active volunteer in financial and educational literacy outreach events such as Celebrity Read, Non-Profit Annual Conference
  • Lead Testing in Newark Public Schools
  • Essex County Financial Literacy

Accomplishments

  • Consecutively exceeded targeted sales goals in 2018 to 2023 by 30%

Certification

  • health and life licenses

References

References available upon request.

Timeline

Senior Banker

Citizens Bank
02.2020 - Current

Financial Service Representative

TD Bank
12.2017 - 02.2020

Universal Banker/ Assistant Manager

Investors Bank
07.2008 - 12.2017

Office Assistant Intern

College of St Elizabeth
09.2004 - 12.2007

Bachelors of Science in Biology -

College of St Elizabeth

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Tiffany Bellamy