Board Member

• Jul 2019 - Present

Assistant Branch Manager

• Jul 2018 - Dec 2020

Business Banking Specialist

• Aug 2016 - Jul 2018

Personal Banking Officer

• Apr 2012 - Aug 2016

Responsibilities:Performed daily responsibilities and met set goals with regards to checking, debit card, credit cards, loans and IRA, these include meeting the loan volume for the quarter and profit goalsProcessed all new account transactions and executed everything from home mortgage loans to simple debit card transactions as well as assisted customers in their selection of various accounts and financial servicesPerformed branch clerical duties in addition to promoting of the Bank by maintaining good customer relations and referring customers to appropriate staff for new servicesConsistently executed the sales process in regards to opportunity management, needs assessment, present/pitch, fulfillment and follow upDeveloped a good understanding of credit, through experience working on a daily basis with credit processesEstablished opportunities to deliver distinctive customer service on each client interactionConsistently met or exceeded sales goals as set by Branch management by effectively and efficiently cross-selling bank products and services to both current and potential customersExecuted daily office responsibilities such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, collection items and loss preventionImplemented good levels of problem solving skills when requiredSupported a balancing record in line with policy and posses the ability to identify and correct outages and errorsAssisted in the review of daily reports as well as provided access and servicing to safe deposit box customersResponsible for referring sales opportunities to other lines of businessesPerformed teller duties as and when requiredAchievements:Developed outstanding leadership skills with a wealth of knowledge surrounding the Personal Banker positionReached very competitive goals and targets set, with a good work ethic and perfect customer service

Bilingual Customer Service Representative

• 2011 - 2012

Responsibilities:Provided customer service assistance online to English and Spanish speaking customersImplements online servicing, QuickBooks responsibilities and cross-selling effortsInitiated contact with customers and explained available servicesProvided professional customer service, while ensuring compliance with policies and the customer service code of conductProcessed customer orders and payments as well as maintained customer database with regards to updating data and making necessary changesListened, understood, and responded efficiently and effectively to customer general inquiries and carried out good levels of problem solving skills when requiredEncouraged customers to purchase additional productsDetermined and understood customers’ needs with strong objection/response handlingHandled customer queries and complains in a professional and calm mannerAchievements:Reached an incredible 99.7% in customer service stat for a whole year, consisting of 10 surveys a monthAchieved a perfect online customer service Quality Assurance score

Assistant Manager

• 2009 - 2011

Responsibilities:Managed employees and assisted the manager in inspiring and motivating the team to achieve the set targetsAnalyzed weekly, monthly and yearly sales, and came up with plans to increase salesProactively created an environment that was welcoming for customers by greeting and offering assistanceResponded to the needs of the customers and questions efficientlyDealt with complicated sales, management of cash and helped drive salesFacilitated clear communication between all staff and customersCompletely the creation of schedules to ensure there was the appropriate number of staff at all times and motivated them to maintain a positive work environmentResponsible for escalations and conference calls in addition to open and closing responsibilitiesAchievements:Achieved the set goals every single month and lowered the amount of losses in cash and inventory

Sales Representative

• 2007 - 2009

Responsibilities:Implemented concrete selling techniques in an aggressive and competitive environmentSuccessfully sold wireless devices and offered excellent customer service, answering customer queriesInventory responsibilities and met high goals and targets, to tight and demanding deadlinesAchievements:Accomplished number one spot in sales for the district for 4 months straight before getting hired at Sprint Responsibilities:Implemented concrete selling techniques in an aggressive and competitive environmentSuccessfully sold wireless devices and offered excellent customer service, answering customer queriesInventory responsibilities and met high goals and targets, to tight and demanding deadlinesAchievements:Accomplished number one spot in sales for the district for 4 months straight before getting hired at Sprint