Victoria Mayo-Vanderstoop
Brooklyn,NY
Summary
Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.
Overview
13
13
years of professional experience
Work History
Relationship Banker II-SB
JPMorgan Chase
Maspeth, New York
03.2024 - Current
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Complied with security procedures and protocols when opening and closing bank vault.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
Certified Notary Public
Individual
Brooklyn, NY
12.2018 - Current
- Reviewed documents and personal identifying paperwork or government-issued IDs for each person.
- Verified identification of signee by looking through identification documents, licenses and passports.
- Documented transactions in notary journal to maintained permanent records.
- Affixed stamp or seal on documents as proof of witnessing event or deal.
- Created and maintained records of notarized items in paper and electronic forms.
- Reviewed loan documents for completeness and compliance with state and federal regulations.
- Asked signers about validity of information contained in documents.
- Prepared registered and certified mail for dispatch.
- Received and distributed mail, letters and packages.
- Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
- Scheduled appointments with in-house or outside mobile notary to accommodate signing with clients.
Insurance Sales Agent
WSB/ Transamerica
Brooklyn, NY
10.2017 - Current
- Planned classroom activities to enable students to work independently, in small groups and in large groups.
- Encouraged positive self-esteem and mutual respect for others while instilling joy of learning and discovery.
- Designed curriculum, lesson plans and instructional materials for classroom teaching.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Upsold products to policyholders and potential new clients.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Pursued continued professional development through insurance workshops, course and webinars.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Leveraged industry trends to shape solutions and approaches.
- Exceeded company sales goals for new policies.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
Office Manager
AllState
Brooklyn, NY
10.2023 - 02.2024
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Managed, scheduled and coordinated office functions and activities for employees.
- Used judgment and initiative in handling confidential matters and requests.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Investors Banker
Citizens Bank
Brooklyn, NY
02.2022 - 06.2023
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Advised customers on bank products, services and financial planning options.
- Assisted customers by answering banking questions and recommending solutions.
- Completed daily cash balancing and operated ATMs.
- Reconciled cash and checks against computer records at end of shift.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Researched account information regarding loans and deposits.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
- Reviewed business packages and offered expert advice.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Modified, opened and closed customer accounts.
- Helped customers understand and use mobile applications and online banking.
CSR-OPERATE
TD BANK
BROOKLYN, NY
09.2018 - 02.2021
- IN A FAST PACED ENVIRONMENT TO ENSURE ALL CLIENTS FINANCIAL NEEDS.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Developed strong customer relationships to encourage repeat business.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
General Manager
Popeyes® Louisana Kitchen
Brooklyn, NY
10.2012 - 11.2018
- Trained employees on duties, policies and procedures.
- Recruited, interviewed and hired qualified staff for open positions.
- Created schedules and monitored payroll to remain within budget.
- Recruited, trained and empowered employees to achieve key performance indicators.
- Tracked monthly sales to generate reports for business development planning.
- Administered employee discipline through verbal and written warnings.
- Managed inventory levels and conducted corrective action planning to minimize long-term costs.
- Guided management and supervisory staff to promote smooth operations.
- Conducted employee evaluations to provide adequate feedback and recognize quality performance.
- Led employee evaluations with constructive feedback to boost performance.
- Built and maintained loyal, long-term customer relationships through effective account management.
- Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Maximized time and employee productivity, consolidating data, payroll and accounting programs into centralized systems.
- Prepared staff work schedules and assigned team members to specific duties.
- Delegated work to staff, setting priorities and goals.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Supervised employees through planning, assignments and direction.
Education
GED -
Brooklyn College of The City University of New York
Brooklyn, NY03.2014
Diploma - Sciences
Moruga Composite
Trinidad And Tobago 06.2004
Bachelor Applied Management -
Medgar Evers College of The City University of New York
Brooklyn, NYSkills
- Bank Sales
- Customer Service
- Financial Institution Regulations
- Prospect Calling
- Cross-Selling and Partner Referrals
- Teller Support
- Relationship Building
- Verbal and Written Communication
- Cash Drawer Reconciliation
- Relationship building and management
- Security understanding
- Customer Service-Oriented
- Excellent Communication
- Adaptability and Flexibility
- Analytical Skills
Timeline
Relationship Banker II-SB
JPMorgan Chase
03.2024 - Current
Office Manager
AllState
10.2023 - 02.2024
Investors Banker
Citizens Bank
02.2022 - 06.2023
Certified Notary Public
Individual
12.2018 - Current
CSR-OPERATE
TD BANK
09.2018 - 02.2021
Insurance Sales Agent
WSB/ Transamerica
10.2017 - Current
General Manager
Popeyes® Louisana Kitchen
10.2012 - 11.2018
GED -
Brooklyn College of The City University of New York
Diploma - Sciences
Moruga Composite
Bachelor Applied Management -
Medgar Evers College of The City University of New York