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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLEPHONE NUMBER AVAILABLEEDUCATIONBachelor of Science in Commerce Major in AccountingFoundation University,Dumaguete City, Negros Oriental PhilippinesPROFESSIONAL SUMMARYExperience as an Inventory Control Researcher, Inventory Control Escalations Specialist, Admin/Operations & Banking professional with the ability to do process reviews, answers inquiries, and resolves problems by clarifying issues. Interacts professionally with all levels of staff and maintains the highest level of confidentiality, responsible for the accurate and secure handling of the branch cash and other financial instruments. Implementing solutions and maintain account reconciliation. Achieving & exceeding monthly branch goals, highest rating -operational branch audit & one of the 5 Star employee Exceptional Service Performance. Tax preparation (attended the course & I passed the test of the Liberty tax in 2013.) MA Notary Public & MA NMLS registered. I have a 4 years degree in Business Adminstration major in Accounting and I can get the latest IT course if required for this position.Currently, I'm an Inventory Control Escalations Specialist at Chewy and previously I'm specialize in retail-banking, Im passionate about what I do, and I love to help people. Nothing is more fulfilling than being part of a team with similar interests, and an organization that values its employees. I aim to deliver high quality customer service and fostering meaningful relationships by providing members and individuals with financial solutions to aid in diverse and sustainable growth in the local economic market. Fostering meaningful relationship to clients in the area has allowed me to bring high net worth individuals and their investments to the credit union. My team increased the deposit dollars in my branch to the highest amount it's been since I started. I've also specialized in commercial lending and operations while at Citizens Bank, and formerly employed at Bank of America.TECHNICAL EXPERIENCESkills: Bookkeeping, Tax preparation, Handling Finance & Admin, Handling Payroll & HR Administration, Office Admin, Clerk, Receptionist, Customer Service- Teller/Cashiering & Retail, Accounting, Operates Computer & Handling Various Office Equipment.BookkeepingTax preparation,Handling Finance & Admin,Handling Payroll & HR Administration,Office Admin, Receptionist Customer Service-Teller/Cashiering & Retail, Accounting Operates Computer & Handling Various Office Equipment Follow up and de-escalation skills Multitasker Financial/banking claims Financial investigations and analysis Filed claims Chargebacks Dispute claims Fraud claims, Reg Z debit claims Reg E debit claims Fraud investigation Provisional Credit Billing dispute resolution Customer service/support Communication skills Excellent MS Office skills Back office financial experience Financial and Banking background Creative thinking skills Problem solving skills Payments Processing De-escalation call handling Retail ManagementPROFESSIONAL EXPERIENCEChewy FC - Jessup PASept. 21, 2021 up to the presentInventory Control-Researcher /Escalations Specialist- Jan. 8, 2023 up to the presentFunctions & Responsibilities:To monitor Large Inventory Adjustment Transactions Research (LIAR's) that occur through the numerous processes and attempt to locate offsetting adjustments for those that have been made.To help deep dive into various defects, processes and adjustments throughout the building.To find an offsetting adjustments and root cause by finding the process behind an adjustment for any possible injection of defects, all while maintaining consistent and accurate research.To solve LIAR's accurately and efficiently using standardized research procedures.To create plans and partner with operations to implement new processes.To Identify barriers that a Team Member may fce within their process path and evaluate plans to remove/solve these barriers or issues.To locate offsets for all adjustments created.To maintain consistency within the research process to ensure no bias results or faulty root causes.To provide details and research that allows the team to give feedback to Team Members, Shifts Leads/Supervisors or Departments.Inventory Control Specialist- Sept. 21-Jan. 7, 2023Perform continuous accuracy checks of perpetual inventory stock quantity records for material control and accounting.Handle cycle count, exception, random, empty bin, pile audit, forward pick, amnesty, damages, donations and at the auto store cycle counts, quantity checks, put back items, pullin out expired products bins checks, product recalls, defective products, wrong items and other requests that impact inventory and customer experience.Doing finals cycle counts & communicate findings from various analyses to leadership team to drive awareness.Create a positive team dynamic that encourages co-employees to provide feedback and drive change within the facility, adapt to the ever-changing business, and stay focused on the customer experience.Support and assist problem solvers within other departments.SEAL Team member.Tata Consultancy Services (TCS) - State Street Bank & Trust Company1 Heritage Drive Quincy MA 02171Senior Functional Specialist-RemoteApril 27, 2021 - Sept. 30, 2022Process benefit payment related activities e.g. supporting check processing; ACH processing; mail processing; report delivery; ledger adjustment and tax form processing; tax deposits and various reconciliations (breaks), etc.Complete client and internal reporting, and provide client and internal administrative support. Support the research and resolution process for exceptions, reconciliations, incorrect transactions and inquiries. Escalate unresolved issues to managementProvide information needed to prepare financial statements and reports for the client, shareholder, and/or director, and management as needed. Validate and review daily activity while maintaining all required controls. Support the review and validation of data through peer reviews. Review activities for and identify potential financial/regulatory risks and escalates as needed. Maintain appropriate records of daily and monthly activitiesMaintain knowledge of current alternative procedures and processes. Document any updates or changes to formal procedures, databases, etc. for manager review.During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.Eastern Bank-Needham St., Newton, MASenior Relationship Banker II or Senior Sales & Service Associate II-UniversalNotary Public & NMLS RegisteredApril 8, 2019 - March 1, 2020Reason for leaving- Went to the Philippines for a year and Back in US MArch 12, 2021Small Business Service Associates are skilled in the duties of both a customer service representative (sales on the platform) and Teller function and works toward achieving specific individual sales and service goals through open deposits accounts, prepares and process loan applications for various lending units e.g. Mortgage, consumer, small business, etc. and closes loans.. Process various types of loan payments and credit card cash advances. Provide our customers with outstanding service giving them your full attention while making their business our top priority and process customer transactions with speed and efficiency such as deposits, withdrawals, treasury bonds, exchanging currency, book transfers, wire transfers, loan fundings, advances and processing payments of Credit Cards, ODLOC, Heloc, Mortgage & other loan payments, have the knowledge to make right product and service recommendations to meet customers financial needs and administrative/operations support, Alarm testing, monitoring branch cash level, teller surprise cash count, giving overrides, Cash Vault Custodian-Ordering & Shipping, act as a liaison in the absence of the higher management.US ALLIANCE FINANCIAL CREDIT UNION - Notary Public & NMLS RegisteredMay 23, 2017 - April 05, 2019Branch Banking Operations Supervisor/Head Teller Supervisor- Administrative Support.Responsible for the accurate and secure handling of the branch cash and other financial instruments.Monitor and order cash for the branch, vault and ATM custodian and daily balancing. Managing branch admin./operations, includes staff scheduling, giving overrides.Provide service to members and potential members including processing transactions, providing information and assisting members in matters relating to their accounts.Cross-sell our products and services and provide a basic overview of all the features and benefits of our credit unionProvide our customers with outstanding service giving them your full attention while making their business our top priority and process customer transactions with speed and efficiency such as deposits, withdrawals, treasury bonds, exchanging currency, book transfers, wire transfers, loan fundings, advances and processing payments of Credit Cards, ODLOC, Heloc, Mortgage & other loan payments, have the knowledge to make right product and service recommendations to meet customers financial needs.Administrative/operations support, Alarm testing, monitoring branch cash level, teller surprise cash count, giving overrides, Cash Vault Custodian-Ordering & Shipping, act as a liason in the absence of the higher management.Provide guidance and leadership to other branch Associates as directed by the District Manager, support and expand relationships with potential and existing members,Attending conference Managers conference call for business updates & reporting. Aggressively sell loans and new accounts and perform a broad variety of member services functions.Heading the branch in the absence of the District Manager, Perform in business development activities, branch operations and cash balancing procedures.Cross sell consumer loans, features and benefits, motivates, coaching, processing cash and other transactions for members.Update the invoices and voucher of credit card statements and expense reimbursements for payment in system.Managed the day-to-day operations including file and retrieve corporate documents, records, and reports.Coordinated travel arrangements and reconciled expense reports. Manage bank reconciliation account reconciliation and credit card reconciliation to provide support and report to manager.Citizens Bank - Watertown St; Watertown, MA - Notary Public & NMLS RegisteredSep 2015 - May 20, 2017Senior Retail Relationship Banker-Universal II / Branch Operations-Head Vault Custodian & Administrative SupportProvide our customers with outstanding service giving them your full attention while making their business our top priority and process customer transactions with speed and efficiency such as deposits, withdrawals, treasury bonds, exchanging currency, book transfers, wire transfers, loan fundings, advances and processing payments of Credit Cards, ODLOC, Heloc, Mortgage & other loan payments, have the knowledge to make right product and service recommendations to meet customers financial needs.Administrative/operations support, Alarm testing, monitoring branch cash level, teller surprise cash count, giving overrides, Cash Vault Custodian-Ordering & Shipping, act as a liason in the absence of the higher management.The Personal Banker Universal is a branch based sales and service position whose primary function is to help customers by meeting and uncovering their financial needs, helping with problem resolutions and processing transactions.Opening new accounts,offering convenience services, meeting Branch sales objectives, and resolving customer service issues.Drive sales through service: Generate sales and revenue by developing a positive customer experience.Focus on the solutions that meet the needs of the customer and personally strive to make each customer interaction the best experience of their day by consistently delivering on each step of the Customer Experience Process.Successfully follow a structured approach to customer on-boarding, sourcing new business, and expanding existing relationships through in-aisle prospecting (as applicable), asking for referrals and maximizing outbound calling.Go above and beyond for customers: Work with customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. building, deepening and retaining long term relationships while providing world class customer service.Bank of America- Boston Post Rd. Wayland MA-Notary Public & NMLS Registered(REHIRE) Jan.8, 2019- April 5, 2019Relationship Banker-UniversalRelationship Banker also known as a personal banker, is liaison between the customer and the financial institution.Building and maintaining the relationship and offering advice on everything from personal, business accounts to investments, loans and trust management services.Process financial transactions on their clients' bank accounts, generate account statements and reitrate bank policies to support clients' financial goals and obljectives,Perform teller duties, process daily reports, meet and exceed sales referral goals, manage ATM balancing and maintenance..The Personal Banker Universal is a branch based sales and service position whose primary function is to help customers by meeting and uncovering their financial needs, helping with problem resolutions and processing transactions.Universal Bankers drive sales by creating an outstanding customer experience by opening new accounts, offering convenience services, meeting Branch sales objectives, and resolving customer service issues.Drive sales through service: Generate sales and revenue by developing a positive customer experience. Focus on the solutions that meet the needs of the customer and personally strive to make each customer interaction the best experience of their day by consistently delivering on each step of the Customer Experience Process.Successfully follow a structured approach to customer on-boarding, sourcing new business, and expanding existing relationships through in-aisle prospecting (as applicable), asking for referrals and maximizing outbound calling.Go above and beyond for customers: Work with customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.Personal Bankers are the financial liaison to customers for building, deepening and retaining long term relationships while providing world class customer service.Meets sales referral goals and actively participates in sales promotions, follow the bank opening & closing procedures, Cashiering, balancing & batching. |
