Highly motivated employee with a desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Proactively working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
Work History
Custumer Service Representative Senior Banker
Forbright Bank
2025.06 - Current
Delivered exceptional customer service by resolving inquiries and issues efficiently.
Managed customer inquiries through Savana platform to ensure prompt resolution.
Created cases in Savana, reviewed transactions and notes
Reviewed applications in Mantl
Supported customer service representatives by providing guidance.
Remote Relationship Banker Operations Division
Forbright Bank
2023.12 - 2024.12
Identified customer needs through conversations and managed customers requests related to CD Maturity closeouts in Jira
Utizlized DocuSign to validate and approve custumer documents
Created and processed between 30-50 JIRA tickets a day
Adding beneficiaries to CD accounts in Mantl and IBS
Converted CD accounts into Trust
Added a trust as a beneficiary in IBS
Relationship Banker
Bank of America
2023.04 - 2023.10
Advised customers on bank products, services and financial planning options.
Identified financial needs of customers and presented appropriate product and service options.
Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
Modified, opened and closed customer accounts.
CFO
Monumetal Security LLC
2014.01 - 2022.10
Negotiated and approved contracts with suppliers and distributors.
Researched and reviewed payments received to input into financial systems
Owned balance sheet accounts, researching and clearing outstanding transactions
Managed accounts receivable and accounts payable, assisting with transactional-level tasks.