Experience

• 

  Citizens Bank

  • United States
  • Banking
  • 700 & Above Employee

  • Small Business Relationship Support Specialist

    • Sep 2019 - Present

    • Work directly with Relationship Managers and their customers to provide all business banking services necessary to support a 2000 customer portfolio with annual revenues up to 5MM.• Provide white glove treatment servicing customer inquiries and working with back office partners to solve customer issue and needs. • Assisting with any issue for customers including fraud, customer complaints, loan issue, deposits, rebates and all other services needed by small business customers. • Following organizational policies and procedures and maintaining clear and direct line of communication within the organization to meet customer requirements.• Research all issue related to lending and deposit products reporting findings to relationship Manages and customers.• Produce weekly research and reporting related to account over drafts and overdue loans to ensure delinquencies are readily addressed.

  • Small Business Relationship Banker

    • Sep 2017 - Sep 2019

    • Worked closely with both personal and small business customers to fully understand and support their financial needs. • Developed and deepened relationships with customers by recommending appropriate financial products and services enhancing value of the customer experience.• Worked closely with the branch-based team to identify new opportunities to meet branch based small business goals with businesses up to $500K in annual sales.• Utilized my expertise as a banker and business owner to bring real improvements to business customer's ability to make more money, improve cash flow and simplify business banking.

• 

  Roberta Andrade Fragrances/Elemental Scents LLC

  • Greater Boston Area

  • Founder/Perfumer

    • May 2002 - Present
    • Greater Boston Area

    Founder and head perfumer of Roberta Andrade Fragrances / Elemental Scents aboutique fragrance house located in Boston Massachusetts creating original artisanal fragrances,perfumes and colognes for women and men. Director of new fragrance design, research and development. Developed, formulated an...

• 

  Bank of America

  • Process Design/Improvement and Project Manager

    • Jun 2002 - Dec 2014

    Responsible for medium - large projects for tech, operations, customer experience, and product business units across Banking Center channels. • Provide consulting and project management expertise to project and program teams on all impacts to the integrated channel and its readiness of new imitat...

• 

  IP/Net Solutions

  • Boston, MA

  • Pre-sales Software Engineer

    • 2000 - 2001
    • Boston, MA
• 

  BMC Software

  • Technical Project Manager

    • 1999 - 2000
• 

  Hyperion Software

  • Boston, MA

  • Pre-sales Software Engineer

    • 1998 - 1999
    • Boston, MA
• 

  Business Objects

  • National Pre-sales Technical Manager

    • 1994 - 1998
• 

  QAD

  • Pre-sales Technical Consultant

    • Jul 1990 - Oct 1992