Experience

Sikorsky Credit Union

• United States
• Banking
• 1 - 100 Employee

• Assistant Manager

  • Aug 2020 - Present

  Supervises branch staff daily to ensure team adheres to all internal branch operations policies and procedures. Assists branch manager in training and coaching staff. This includes but is not limited to operational, production and service training within the retail team. Accountable for achieving all branch and individual production goals established by senior management, including but not limited to: increasing membership, opening and servicing new and existing accounts, originating and closing home loan / consumer loan applications (home equity, auto, personal, credit card, etc.). Cross-sells other Credit Union products and services. Actively participates in various Credit Union promotions and community events. Acts as manager in the absence of Branch Manager. Serves as back up to other staff in different branch locations when necessary. Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.



People's United Bank, N.A.

• United States
• Financial Services
• 700 & Above Employee

• Sales and Service Supervisor

  • Dec 2018 - Aug 2020

  • Selling and upselling products or services to identify and meet customer financial needs• Assisting branch managers to execute effective sales strategies• Ensure consistent and positive customer experiences• Oversee and coordinate operational activities including inventory, cash and dailybalancing• Monitor staff transactions by providing guidance in complex situations

• Banker

  • Jan 2016 - Dec 2018

  • Specializes in branch customer experience through sales, service and digital engagements• Follow bank sales process and provide simplified customer focused advice and guidance• Proactively reach out to customers to contribute to retention and expansion of allcustomer and business relationships• Adhere to applicable compliance/operational risk controls in accordance with companyor regulatory standards and policy