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Customer Service Relationship Banker

Location:
Brockton, MA
Salary:
65000
Posted:
April 24, 2024

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Resume:

Confidential

Crystal Melo

* 351-***-**** * ad48o8@r.postjobfree.com

CAREER OBJECTIVE

Liberal 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. SANTANDER

Relationship 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 portfolio’s that fall in Criteria of solid booked investment referrals.

EXPERIENCE SANTANDER, ( Float ) South Yarmoth, Hyannis, Fall River, New Bedford, Everett, Somerville

Promotion Relationship Banker Currently Employed with Santander Promotion Date Nov 2020- Current

Universal 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 applications

Confidential

• Processing domestic & international wires

• Mortgage referrals

• Investment referrals

SAINT ANNIE'S CREDIT UNION, MA

Senior 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 machine

BANK OF AMERICA, Arlington, Burlington,MA

Customer 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 TRS

EDUCATION CAPE COD COMMUNITY COLLEGE

Hyannis, MA

Liberal 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 clothing

MIDDLESEX COMMUNITY COLLEGE

Bedford, MA

Completed coursework towards Liberal studies Medical (Jan 2020) GREAT LOWELL TECHNICAL HIGH SCHOOL

Tyngsboro, MA

Confidential

High 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 References

Carla Rollocks Cell 508-***-**** Branch Manager Santander Branch 508-***-**** Nicole Santander Cell 774-***-**** Branch Assistant Manager 508-***-**** Richa G Cell 978-***-**** Branch Manager Bank Of America Lyann S Cell 774-***-**** (Supervisor) Saint Annies Credit union



Contact this candidate