Summary
Overview
Work History
Education
Skills
Custom
Custom
Timeline
Generic

TRACY MENDOLIA

Centereach

Summary

Banking professional with extensive experience at Webster Bank, specializing in client service and wealth management. Proven ability to enhance client satisfaction and streamline operations through effective problem-solving and mentoring. Demonstrated skills in payroll processing and team collaboration, consistently achieving exceptional results and fostering long-term client relationships. Recognized for strong communication, multitasking, and adaptability in fast-paced environments, delivering high-quality work under pressure.

Overview

28
28
years of professional experience

Work History

Relationship Banker 2

Webster Bank
South Huntington
07.2022 - Current
  • Facilitated cross-selling by identifying client needs during consultations.
  • Assisted customers in opening checking and savings accounts along with other banking services.
  • Educated clients on available banking products to enhance their financial literacy.
  • Built long-term relationships through personalized service and dedicated support.
  • Collaborated with team members to develop innovative solutions, aligning with profitability goals.
  • Resolved account discrepancies, significantly improving client satisfaction rates.
  • Processed maintenance operations and correspondence for new and existing accounts.
  • Participated in training sessions, mentoring new associates and assisting with onboarding.

Tax Entry Specialist

E-Taxman
Islip Terrace
01.2014 - Current
  • Evaluated source documents to identify essential information for data entry fields.
  • Completed data entry tasks with high accuracy and efficiency.
  • Sorted documents, maintaining an organized filing system.
  • Identified and corrected data entry errors, reporting findings to management.
  • Created new records and added documents to support filing requirements.
  • Processed client tax documents accurately for E-Taxman.
  • Assisted in preparing tax returns using standard industry software tools.
  • Maintained organized records of client interactions and documentation.

Floating Banker

Sterling National Bank
Centereach
06.2021 - 07.2022
  • Ensured compliance with banking regulations while managing customer accounts.
  • Supported clients in financial planning and exploring investment options.
  • Streamlined operational procedures through effective collaboration with team members.
  • Delivered high-quality customer service by resolving inquiries and complaints efficiently.
  • Educated customers on using mobile applications and online banking services.

Senior Client Service Associate

Sterling National Bank
Bay Shore
08.2016 - 06.2021
  • Resolved operational challenges alongside Client Service Manager to enhance service delivery.
  • Managed client inquiries, ensuring timely and accurate responses.
  • Coordinated account openings and closings to meet diverse client needs.
  • Assisted clients in navigating online banking platforms effectively.
  • Collaborated with internal teams to address complex client issues and foster resolutions.
  • Reviewed account transactions for compliance with banking policies and regulations.
  • Engaged with customers to identify needs, providing exceptional service and support.
  • Achieved deposit growth and wealth management objectives during tenure as Personal Banker.

Head Bookkeeper

Waldbaums
Melville
02.1997 - 11.2015
  • Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements.
  • Verified over $500,000 of cash and credit payments daily.
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Accurately and quickly prepared and delivered bank statements, including statements, deposits and ledgers.
  • Maintained proper inventory controls and eliminated workflow gaps to balance projected demands with on-hand supplies.
  • Processed payroll for 120 employees each week, including commissions, taxes, time off and healthcare benefits.
  • Completed bi-weekly payroll for company employees, including calculating taxes, vacation and sick time.
  • Completed accurate daily documents, reports and invoices.
  • Provided outstanding customer service by quickly and professionally handling issues.
  • Delivered human resources financial support by certifying and processing payroll, completing deposits, performing pay adjustments and promptly distributing checks.

Education

High School Diploma -

Walt Whitman High School
Huntington Station, NY
06.1996

Skills

  • Client service and communication
  • Scheduling and time management
  • Wealth management and banking regulations
  • Telephone etiquette
  • Interpersonal communication skills
  • Cash handling procedures
  • Payroll processing
  • Open and closing procedures
  • Problem solving and sharp analytical skills
  • Tax compliance assurance
  • Training and mentoring strategies
  • Account audits and reviews
  • Professionalism in business correspondence
  • Team collaboration and teamwork
  • Multitasking capabilities
  • Self-motivation

Custom

collaborate with my partners in E-treasury, business managers and deposit operations. Aid clients in the onboarding of there online banking and train how to use.

Custom

Insure monthly, quarterly and yearly audits are at a strong. Train employees on operations

Timeline

Relationship Banker 2

Webster Bank
07.2022 - Current

Floating Banker

Sterling National Bank
06.2021 - 07.2022

Senior Client Service Associate

Sterling National Bank
08.2016 - 06.2021

Tax Entry Specialist

E-Taxman
01.2014 - Current

Head Bookkeeper

Waldbaums
02.1997 - 11.2015

High School Diploma -

Walt Whitman High School

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