Bio
Experience
-
Hershey Federal Credit Union
-
Hershey, Pennsylvania, United States
-
Member Service Representative
-
Nov 2022 - Present
-
Hershey, Pennsylvania, United States
-
-
-
PNC
-
Freehold, New Jersey, United States
-
Lead Teller
-
Mar 2020 - Sep 2020
-
Freehold, New Jersey, United States
-
-
-
Capital One
-
Edison, New Jersey
-
Branch Ambassador
-
Dec 2018 - Mar 2020
-
Edison, New Jersey
• Leading the end-to-end process of new client on-boarding comprising of understanding our prospective client’s needs, demonstrating the benefits of our products, explaining account opening requirements, creating the client’s profile, scanning & validating the required documents, opening the accounts, transmitting the relevant details to back-office, and generating the reports• Researching the internal knowledge management portal for resolving operational issues when interacting with clients• Generating daily opening & closing reports, and status reports on key banking transactions and summaries for sending to senior management• Entering, monitoring, and updating client information on Touchpoint & SaSSy information portal• Updating the relevant spreadsheets to ensure completion of client documentation • Actively participating in formal meetups, volunteering events, customer event, informal get-together, etc. to foster team-spirit and relationship building within the Bank and in the community
-
-
-
ACCESSORIES DIRECT INTERNATIONAL USA INC.
-
Greater New York City Area
-
Account Administrator
-
Jul 2017 - Oct 2018
-
Greater New York City Area
• Coordinated preparation of showroom for the market. Created a simple organization method to track and manage current & past season samples with much more simplicity and efficiency, thus allowing for the Account Manager to know what his clients already have in their stores• Developed and maintained tracking sheets to monitor and analyze sales by style & by customer on a weekly basis; analyzed customer purchase histories & current sales records to identify sales trends, and suggested potential actions to the Account Manager• Managed the meeting schedules, travel arrangements, flight bookings, and hotel bookings of the Senior Executives and Managers • Coordinated the calendar schedule, meeting invites, confirmations, notifications, and reminders for the Senior Executives and Managers • Partnered with internal customers and coworkers including production, operations, imports, and shipping to ensure timely delivery of goods. Implemented a follow-up system that facilitated a 5% increase in the on-time delivery of goods
-
-
-
-
United States
-
Financial Services
-
700 & Above Employee
-
Lead Teller
-
Feb 2017 - Jul 2017
• Partnered with the Market Manager for completing control tasks in a timely manner and performed daily & monthly reviews on all cash vaults and ATMs for passing full branch audits • Took ownership of Teller Journals and coached tellers on identifying solutions for minimizing Teller difference, leading to a reduction in Teller difference from 5 per month to only 1 or 2 per month• Partnered with Bankers for enhancing, coaching, and motivating Tellers to build a proactive relationship
-
-
Bank Teller
-
Nov 2015 - Feb 2017
• Processed 100% of my transactions quickly and flawlessly while maintaining the requisite policies & procedures in order to ensure operational success in full branch audits• Offered products to our clients that met their goals & needs• Ensured that the bank audit and security policies & procedures were followed 100% in compliance with the Federal regulations
-
Bank of America
-
Bound Brook NJ
-
Bank Teller
-
Jan 2014 - Nov 2015
-
Bound Brook NJ
• Reconciled and balanced cash drawer to $50,000 daily.• Achieved the 5% monthly sales goal of referrals every month for 7 months by introducing customers to products that fitted their needs and directed them towards the banker. • Accurately and efficiently processed 100 % of customer transactions to ensure bank policies were being met per Federal regulations.
-
-
Education
-
2015 - 2017Rutgers Business School
Bachelor’s Degree, Business Administration and Management, General -
2013 - 2015Raritan Valley Community College
Associate’s Degree, Business Administration and Management, General
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services.”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community