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Title Customer Service Relationship Banker
Target Location US-MA-Brockton
Email Available with paid plan
Phone Available with paid plan
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ConfidentialCandidate's Name
* PHONE NUMBER AVAILABLE * EMAIL AVAILABLECAREER OBJECTIVELiberal Studies Major, currently attending Cape Cod community college, with 8 + years of work experience. Efficient in Banking an addition Specializing in best class Customer Experience. Proven knowledge of Relationship skills to successfully fill the Role. Frequently praised as focused with my peers, to lead as a team. SANTANDERRelationship Banker in Transition of Promotion to Senior Relationship Manager Nov 01,2020- 04/26/2023 Currently Employed / TOP PERFORMER Hand in Hand working with Financial Advisors for investment Referrals Managing Business accounts and connecting with my Partners for a Successful Experience for Merchant services & and Payroll Opening and Closing the Branch with complete Audit procedures Successful working with clients with high volume portfolios that fall in Criteria of solid booked investment referrals.EXPERIENCE SANTANDER, ( Float ) South Yarmoth, Hyannis, Fall River, New Bedford, Everett, SomervillePromotion Relationship Banker Currently Employed with Santander Promotion Date Nov 2020- CurrentUniversal banker, Jan 2020 - Nov 2020 Perform complex Processing Functions with in time Frames Customer Service & Communication Skills Opening checking & savings Opening personal loans & closing on personal loans Cash Handling Customer service transactions Operations Opening the branch Closing the branch Uncovering customers financial needs Inviting customers in to assist to strengthen their financial needs Credit card applicationsConfidential Processing domestic & international wires Mortgage referrals Investment referralsSAINT ANNIE'S CREDIT UNION, MASenior supervisor, Jan 2019 - Feb 2020 Balancing the branch Balancing the cash vault Balancing coin vault Balancing debit card machine Balancing TCR Servicing ATMs Draw Counts Operations Processing shipment Audits Customer service transactions Functioning a debit card machineBANK OF AMERICA, Arlington, Burlington,MACustomer service representative, Feb 2016 - Jan 2019 Five referrals a week Strong sales goals Two mortgage referrals a week One investment referral a week Three checking or savings or credit card Referrals a week Processing customers transactions Ordering foreign currency Processing foreign currency Processing transactions Processing large cash transactions Processing CTRs Processing TRSEDUCATION CAPE COD COMMUNITY COLLEGEHyannis, MALiberal studies Medical Candidate (Expected graduation Jan 2023) Relevant Coursework: Anatomy & physiology ll, Physics, Statistics, Economics, Algebra l, Algebra ll Extracurricular Activities: Saint Anthony's Church, Fundraising to raise funds for families to support for food and clothingMIDDLESEX COMMUNITY COLLEGEBedford, MACompleted coursework towards Liberal studies Medical (Jan 2020) GREAT LOWELL TECHNICAL HIGH SCHOOLTyngsboro, MAConfidentialHigh School Diploma (Jun 2010) Licensed Cosmetologist ADDITIONAL SKILLS Second language Portuguese Can understand Portuguese from Brazil and from Portugal NOTARY REPUBLIC (Commonwealth of Massachusetts) EXPIRES April 6,2029 ReferencesCarla Rollocks Cell (508)-493-7251 Branch Manager Santander Branch (508)-646-5500 Nicole Santander Cell (774)-301-9872 Branch Assistant Manager (508)-646-5500 Richa G Cell (978)-790-2777 Branch Manager Bank Of America Lyann S Cell (774)-644-8398 (Supervisor) Saint Annies Credit union

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