Consumer Finance and Business Operations Professional

Paul Martel

Cranston, RI 401-***-**** **************@*****.*** linkedin.com/in/paul-martel-ri

Finance & Business Operations Professional

Profile Summary

Bachelor’s degree and strong background in finance, economics, banking, business, and operations management. Resolves issues quickly by working with customers, employees, and management to ensure proper protocol is followed.

Excellent knowledge of consumer and commercial banking products and associated contract compliance guidelines.

Proven leadership skills; able to think quickly and comfortable with ambiguity.

Well-rounded knowledge of accounting, statistics, data analysis, and market conditions. Leadership Teamwork Problem-Solving Account Management Budgets Financial Statements Statistics Deposits Inventory Reconciliation Investments Macroeconomics Microeconomics CRM MS Office Suite Professional Experience

Citizens Bank, Johnston, RI 2019 – Present

Contact Center Specialist

Research and resolve customer account issues via telephone, escalating to upper management as appropriate. Acquire and maintain broad knowledge of commercial and consumer banking products, including mortgages, home equity lines of credit (HELOC), auto loans, personal loans, etc. Tap unexpressed needs and find tailored solutions to deepen customer relationships.

Utilize knowledge of banking products, contract compliance, and applicable regulations and laws to respond adequately to customer problems; recognized by management as top performer for various metrics including product solutions and checkups.

Mentor new team members on protocol, banking product knowledge, financial acumen, and business operations.

CVS Health, East Greenwich, RI 2017 - 2019

Shift Supervisor

Managed end-to-end operations for very busy pharmacy and assisted customers with tact and diplomacy. Assigned duties and directed crew members in all store activities.

Maintained inventory, performed deposit reconciliation, and ensured regulatory compliance with federal, state, and store policy; provided detailed reports to management.

Handled complex store operations, including forecasting and budgeting, overseeing personnel, and training employees.

Researched and resolved customer and staff issues independently, raising to senior leadership as needed.

Education & Awards

Bachelor of Science, Finance, Rhode Island College, 2019 (3.378 GPA)

Courses: Microeconomics, Macroeconomics, Statistics, Investments, Accounting, Management

Honors: Presidential Scholarship; National Honor Society; National Society of Collegiate Scholars

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