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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Dartmouth St., Valley Stream, NY Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEQualification Highlights:I have a proven ability to identify customer and operational needs and match them to the best products and services.Customer and operational service Skills:Strong interpersonal and relationship management skillsDeadline and detail-orientedStrong communication skills (written and verbal)Strong background and proven record in execution and problem solving under general supervision.Professional Experience:Flushing Bank, Garden City, Long Island, NY. 2022- PresentRetail Services Operations, BSA/AML ComplianceKYC SpecialistResponsible for all KYC, Customer Profile review, Business Accounts, Personal Account Opening Review documentation for new customer accounts, evaluates high-risk accounts and analyzes new customer processes and policies using Archer, Miser and Synergy applications to Audit compliance.Responsible BRINKS for order cash from Flushing Banks Branches.Personal Account Review/Remediation of Findings, Business Account Review/ Remediation of Findings to compliance.Certificate of Deposit Early Withdrawal Review to banking complianceSmartCollector, Return Mail, New Account Reconciliation-Archer/synergyCharter Communication(SPECTRUM) Queens, NY, 2017- 2022Direct Sales RepresentativeSold cable and internet service to queens area customers and focused on selling Spectrums core products and building relationships with leasing managers within apartment complexes and gated communities.Present and sell company products and services to new and existing customers. Resolve customer inquiries and complaints. Set follow-up appointments to keep customers aware of the latest company products and developments.Prospect and contact potential customers.CARVER FEDERAL SAVINGS BANK, Brooklyln, NY, 2008-2016Assistant Branch Manager/Senior Personal Banker/Business SpecialistOffered and sold financial products and services to small business clients and customers. Interacted with customers to ascertain needs. Demonstrated ongoing commitment and a tireless work ethic complemented by expert knowledge of credit/fraud-related situations. Manage Head Teller and Teller and Customer Service Representatives Over 200 Million in sales.Recognized with the "Award of Top Sales Excellence." Presented the bank's products to large corporations, colleges to generate new business.CAPITAL ONE/NORTH FORK BANK- Brooklyn, NY, 2006-2008Personal Banker/ Customer ServiceProvided financial and credit services to customers, including consumer checking/ saving accounts and home equity loans and personal loans. Managed customers portfolio, serviced relationships, and cross-sold financial product to acquire 100% of the customer's business. Opened 350 accounts per year.Assisted businesses in obtaining financing by identifying the appropriate lender(s) for the business' needs and preparing loan packages (developing, gathering and reviewing financial documents, preparing loan applications, reviewing business plans, etc.)BANK OF NEW YORK- New York, NY, 1999-2007Investor Relations/ Manager (A.U.M.)Manager staff of 8 to 10 people, Analyze clients inquiries for executive level, conduct staff audits within the call center from customers, and coordinate products for reporting and operational initiatives. Advised and educated customers regarding deposit account services, and investment products. Contributed to redesigning company reporting related to finance and deposit management information.Selected for a promotion from Deposit Operations to Investor Services and then to New Account.Analyzed client's' financial conditions to recommend appropriate investments and tax strategiesEducation:(Business Administration) L.I.U. Southampton College, Southampton, NY, 1993-(college credits)Computer Skills: Microsoft Office Suite: Word, Excel, Powerpoint, Access, OneNote, Adobe, Google Drive, Digital marketing experience with Bacardi USA. |
