Associate Analyst

• Jun 2020 - Present

As a financial planning analyst I review and analyze data gathered by our firm’s partners and financial advisers with the goal of helping them identify areas for improvement in their clients' financial lives.I am a registered representative of MML Investors Services, LLC, Member SIPC. Supervisory Address: 101 Federal Street, Suite 800, Boston, MA 02110 · 617.439.4389https://www.commonwealthfinancialgroup.com//licenses/

Client Account Administrator

• Oct 2018 - Jan 2021

Relationship Banker

• Mar 2018 - Sep 2018

- Provide outstanding customer service and ensure sales and referral expectations are consistently met. - Engage and attend weekly partnership meetings and joint calls with Branch partners. - Source new customers through prospecting by making outbound phone calls, referrals from centers-of-influence, in-Branch activities as well as partners. - Acquire new customers and deepen relationships with existing customers utilizing the Explore process. - Identify opportunities to introduce customers to business partners when appropriate. - Responsible for growing the profitability, deepening relationships and retention within existing customer base through outbound initiatives, networking and in-person appointments. Show less

Customer Service Representative II

• Jan 2017 - Mar 2018

- Engage Customers in conversations regarding their current and future financial needs , to develop an understanding of their financial objectives and needs. Use these meetings to place clients in the products and services that best meet their needs.- Sales leader for branch, coaching Tellers and other employees on making referrals for products and services offered.- Maintain strong product and sales knowledge and champion core service values, educating Customers about bank products and services.- WOW! Every customer every time by providing sound advice during customer meetings, creating a positive Customer Experience and ensuring that the Customer’s financial needs are met.- Responsible for not only meeting, but exceeding individual sales goals every quarter.- Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry), and take residential mortgage loan applications.- Perform a broad range of tasks of varying complexity and scope.- ATM Custodian, responsible for processing ATM daily and ensuring procedures and guidelines are followed. Show less

Teller II

• Jul 2015 - Jan 2017

- Provide exceptional customer service by meeting all customer demands as they relate to relatively straightforward inquiries.- Generally resolves problems independently, escalating more difficult issues to supervisors when necessary.- Process regular Teller transactions for customers including servicing customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verify currency, balancing cash drawer, night deposits, correct discrepancies and make necessary adjustments.- Adhere to safe deposit box procedures/ operations and guidelines.- Establish and solidify customer relationships by providing legendary Customer Service. Show less

Teacher's Assistant

• Oct 2012 - Jun 2015

- Manage up to 25 children, grades K-5, at once in a continuously changing and very fast-paced environment. - Dealing with a wide range of injuries and incidents that can occur, as well as continuously working to prevent potential injuries and incidents from happening. - Arriving early in the morning to set up for each day. - Keeping young children entertained and active. - Answer phones and talk with parents to discuss absences / potential issues / sickness. - Working to keep a safe, friendly place for all students at all times. Show less

Graphic Designer

• Jan 2013 - Apr 2015

- Design flyers, logos, posters, apparel, postcards, and much more for a wide range of clients.- Meet with clients on a regular basis, from students who have never worked with a graphic designer before to Suffolk offices who need professional flyers for the public.- Follow professional Suffolk University branding guidelines (when necessary).- Handle rush jobs in a timely manner.- Help our organization to grow by talking with Suffolk faculty and suggesting changes, many of which have been implemented. Show less

Office Assistant, Office of Student Leadership & Involvement

• May 2013 - Sep 2014

- Help with daily office operations, including but not limited to sending faxes, making photocopies, organizing documents and more.- Answer phones in a kind and courteous manner, providing outstanding customer service.- Oversee ticket sales for office events; use of a cash box in various locations around campus, ensuring all money is accounted for.- Ensure supervision and proper use of office corporate card.- Work with various student organizations and school offices to help plan and promote events, reserve rooms, and place flyers. Show less