Executive Director

• Jun 2015 - Present

Branch Supervisor

• Apr 2016 - Dec 2019

New York Life Licensed Insurance Agent

• Aug 2008 - Apr 2016

Delivers professional investment services to customers. Reviews and recommends investment and insurance options to customers. Identifies clients' investment objectives and matches investment products. Researches and solves customers' investment needs.

Assistant Bank Branch Manager

• Jul 2004 - Apr 2016

Promoted from Branch Supervisor to Assistant Branch ManagerManage employees and oversee all branch operations in compliance with Federal and State bankingrequirements.Envision smart solutions as well as execute strategies and initiatives that achieve sales goals across all areas of the bank by inspiring a high-performance culture branch-wide.Supervise and perform branch internal audits. Responsible for the disbursement of funds, preparation of financial and statistical reports for upper management. Provide strategic financial guidance to support decisions regarding resource allocations and operational planning. Responsible for resolving employee’s grievances and/or conflicts.Handle employee performance evaluations, disciplinary procedures, and promotional opportunities.Manage branch scheduling, timekeeping and payroll.Supervise daily branch accounts payable, accounts receivable and collection general ledger available on MISER and OnBase bank system.Administer and review financial institution’s security procedures and controls access to vault. Maintain branch appearance and files.Implement sales and service initiatives in order to generate new business relationships, deepensexisting customer relationships, achieve assigned production goals and coordinates CommunityReinvestment Act related activities.Prepare financial presentations, coach staff and monitor progress of sales initiatives.Encourage staff to identify customer financial needs, cross sells NYCB products and ensures product suitability as needed. Show less

Financial Services Associate

• Jul 2004 - Dec 2005

Responsible for providing customers with high quality, prompt, and professional financial services. As a single point of contact, performed a variety of customer banking transactions and provided quality service to existing and new clients in accordance with the rules, regulations and guidelines of New York Community Bank (NYCB). Participated in the development of client relationships by cross-selling banking products and services as appropriate that included but are not limited to opening new savings, checking, certificates and Individual Retirement Accounts according to customer needs. Processed various customer transactions including but not limited to cash, check and ATM deposits, withdrawals, check cashing, account closeouts, loan payments; issues bank checks and U.S. Savings Bonds redemption. Balances cash drawer and prepares daily proof/settlement. Maintained superior and courteous service to promote products and expand customer relationships by recognizing opportunities for client conversion, acquisition of new account relationships and or make referral of NYCB’s products and services that cross multiple distribution channels. Exceeded customer expectations in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channel. Show less

Stock Broker Assistant

• Dec 2002 - Mar 2003

Maintained client data base, updated current client portfolios and recruited new clients on an ongoing basis. Performed consultation clients on the various type of services and products offered by the company. Prepared meeting correspondences, archived invoices and organized employee payrolls. Maintained Stock Broker's business calendar and conducted follow up's with clients. Maintained client data base, updated current client portfolios and recruited new clients on an ongoing basis. Performed consultation clients on the various type of services and products offered by the company. Prepared meeting correspondences, archived invoices and organized employee payrolls. Maintained Stock Broker's business calendar and conducted follow up's with clients.