Bio
Experience
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Members Plus Credit Union
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Everett, Massachusetts, United States
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Manager
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Mar 2023 - Apr 2024
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Everett, Massachusetts, United States
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Institution for Savings
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Massachusetts, United States
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Assistant Vice President
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Jan 2022 - Apr 2023
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Massachusetts, United States
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United States
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Banking
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300 - 400 Employee
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Branch Manager
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Aug 2015 - Nov 2021
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Assistant Branch Manager II / Branch Operations & Compliance Liaison
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Apr 2013 - Aug 2015
•Oversee the platform employee(s) to ensure sales goals are being met and the delivery of services is accurate. •Supervise the Head Teller and the Teller line to ensure Bank procedures and policies are being followed. •Provide ongoing training for branch staff on bank products and operations. •Maintain security controls and procedures. •Monitor the daily balancing of branch General Ledger Accounts. •Complete branch reports on a timely basisNMLS # 726077
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Citi
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Greater Boston Area
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Personal Banker
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Aug 2009 - Feb 2013
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Greater Boston Area
•Sales skills & performance: Consumer Banking – Business Banking – Commercial Lending – Mortgage – Home Equity Lines of Credit.•Monthly business lending goals consistently met. •Assisted clients with commercial lending and cash management services.•Partnered with Merchant Services.•Regularly achieved business account goals per month.•Leverage Citi's customer leads and other lead generation techniques.•Conduct discussions with business prospects to understand background and identify needs.•Consistently ranked top 10 out of 100 Bankers in mortgage production. •Consistently surpassed goal in Key Driver Scores (KDS) which is a customer service metric.•Engage in outbound sales activities daily.•Strong customer relationship building skills.•Cultivate partnerships with segment partners.•Memberships: Boston Business Association & Andover-Boston Business Network.•Circles of influence include local Attorneys, Doctors, & CPA’s.•Registered with NMLS #726077.•Notary Public.
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Westin Hotels & Resorts
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Greater Boston Area
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Food & Beverage Manager
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Aug 2006 - Nov 2008
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Greater Boston Area
•Opened hotel in June of 2006 as supervisor for the restaurant.•Manage a staff of 50 associates.•Achieved Yellow Belt status within the Six Sigma program. •Consistently achieved above average Guest Satisfaction Index (GSI) scores, which is a customer service metric, in all areas of F&B.•Hiring new hotel staff for the outlets.•Completed training course in Behavioral Interviewing. •Promoted to Food & Beverage Manager in 2007.•Role includes managing In-Room Dining for 793 rooms, restaurant and bar.•Attended and ran weekly productivity and GSI meetings.
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Four Seasons Hotels and Resorts
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Greater Boston Area
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Food and Beverage Specialist
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1997 - 1999
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Greater Boston Area
Prepared dinner service for the hotels' two restaurants, Bristol Lounge and Aujourd'hui
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Suggested Services
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Industry Focus. “Banking”
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