Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Additional Information
Languages
Timeline
Generic

Aliza Callahan

Cambridge

Summary

Professional with strong background in leadership and team management. Proven track record in driving results and ensuring team collaboration. Skilled in strategic planning, problem-solving, and adapting to dynamic environments. Known for reliability, effective communication, and delivering high-quality outcomes.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Asst Manager/Branch Operations Manager

Shore United Bank
08.2024 - Current
  • Assisted in the management of daily operations, ensuring smooth and efficient workflow
  • Supervised and trained a team of 3 employees, providing guidance and support to maximize productivity
  • Implemented new scheduling system that optimized staff allocation
  • Collaborated with the manager to develop strategies for achieving sales targets and improving customer satisfaction
  • Resolved customer complaints or concerns promptly, ensuring high levels of customer service at all times
  • Assumed managerial responsibilities in the absence of the manager, overseeing all aspects of operations
  • Developed strong relationships with vendors and suppliers, negotiating favorable terms for procurement of goods
  • Managed cash handling procedures, including opening/closing registers, preparing deposits, and reconciling discrepancies
  • Coordinated special events or promotions within budget constraints while exceeding customer expectations
  • Maintained accurate records of financial transactions including daily sales reports, invoices, receipts etc
  • Developed employee schedules based on business needs while optimizing staffing levels during peak hours
  • Ensured compliance with health & safety regulations by conducting regular inspections and implementing corrective actions when necessary
  • Monitored employee performance through regular evaluations, providing constructive feedback for professional development

Licensed Insurance Agent

Aflac
02.2022 - Current
  • Educated clients on insurance products and benefits to ensure informed decision-making.
  • Conducted needs assessments to identify appropriate coverage options for clients.
  • Developed personalized insurance plans based on client financial goals and risk tolerance.
  • Managed policy renewals and follow-ups to maintain strong client relationships.
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.

Teller Supervisor/Customer Service Representative

QUEENSTOWN BANK OF MARYLAND
08.2022 - 06.2023
  • Supervised daily operations of teller line, ensuring adherence to policies and procedures.
  • Trained and mentored staff on customer service standards and transactional accuracy.
  • Implemented improvements in cash handling processes, enhancing efficiency and reducing discrepancies.
  • Conducted regular performance evaluations, providing constructive feedback to team members.
  • Resolved customer inquiries and issues promptly, maintaining high satisfaction levels.
  • Monitored compliance with regulatory requirements, minimizing risk exposure for the bank.
  • Facilitated training sessions on new banking products, increasing team knowledge and sales capabilities.
  • Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.

Relationship Banker

BB&T Bank now Truist
10.2018 - 02.2022
  • Built relationships with clients to identify financial needs and recommend suitable products.
  • Assisted customers with account management, ensuring accurate and timely service delivery.
  • Educated clients on digital banking tools, enhancing their self-service capabilities.
  • Collaborated with team members to streamline operational processes and improve customer experience.
  • Conducted financial assessments to develop tailored solutions for individual client needs.
  • Mentored new staff on banking procedures, fostering a culture of continuous learning and improvement.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.

Customer Service Representative

Choptank Transport
01.2016 - 01.2017
  • Provided exceptional customer support through effective communication and problem-solving techniques.
  • Assisted customers with inquiries, ensuring quick resolution of issues and maintaining satisfaction.
  • Utilized CRM software to track customer interactions and enhance service delivery efficiency.
  • Adapted to new systems and procedures swiftly, demonstrating flexibility in a dynamic work environment.
  • Maintained accurate records of customer feedback, contributing to enhancements in service quality.
  • Resolved conflicts effectively by employing active listening skills and providing tailored solutions.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Responded to customer requests for products, services, and company information.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.

Education

High school diploma - National Spanish

Cambridge South Dorchester High School
Cambridge, MD
01.2015

Skills

  • Customer service
  • Money handling
  • Team leadership
  • Decision-making
  • Problem-solving
  • Time management
  • Customer relations
  • Team motivation
  • Staff training and development
  • Staff supervision
  • Goal setting
  • Staff management
  • Workload management
  • Conflict resolution
  • Employee scheduling
  • Operations management
  • Customer rapport
  • Customer relationship management (CRM)
  • Sales growth
  • Staff development

Accomplishments

  • Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
  • Repeatedly received recognition from superiors for excellence in service.
  • Supervised team of 4 staff members.

Certification

  • Insurance Producer License
  • Life & Health Insurance License
  • Driver's License February 2019 to February 2028
  • Certified Notary Public October 2022 to October 2025

Additional Information

  • Skills
  • Computer skills, WORD, EXCEL, CALENDERS.
  • People person
  • Well mannered
  • Efficiency- speed and responsible
  • Multi task, can always have more than one thing going on in one time and get everything done before the end of the day.
  • Organized, tidiness is always key.
  • Phone skills, speak clear and proper, understands problems that occur.
  • Maintaining accounts and records

Languages

English
Full Professional

Timeline

Asst Manager/Branch Operations Manager

Shore United Bank
08.2024 - Current

Teller Supervisor/Customer Service Representative

QUEENSTOWN BANK OF MARYLAND
08.2022 - 06.2023

Licensed Insurance Agent

Aflac
02.2022 - Current

Relationship Banker

BB&T Bank now Truist
10.2018 - 02.2022

Customer Service Representative

Choptank Transport
01.2016 - 01.2017

High school diploma - National Spanish

Cambridge South Dorchester High School

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Aliza Callahan