Orika Cambridge

***** ***** *****,

Laurelton, NY, 11413

516-***-****

Email:adpj0d@r.postjobfree.com

PROFILE

Results driven personal banker with over 10+years of experience in customer relations and product services, managing customer portfolio, service relationship and cross sell banking products while providing exceptional customer service. NMLS AND Notary Public Certified.

CORE AND COMPETENCIES

Global Internet Service Customer Counseling Profiling Tools

Relationship Development Loan Mortgage Sales Economic Value and Risk

Outbound Sales Strategic Analysis Portfolio Management

Small Business Lending Client Supportive Service

CERTIFICATIONS

Federal MLO Registration-NLMSR-877853

American Banking Association certifications

PROFFESIONAL EXPERIENCE

CITIBANK, NA- WESTBURY, NEW YORK

POSTION Personal Banker

Date July2017-Present

Cohere to regulatory requirements pertaining to regulation E, regulation cc and SAR, make preparations for compliance for reporting purposes.

Provide better experience for clients resulting in improved net promoter scores, first calls and client retention

Conduct discussions with prospects to understand background and identify needs, utilizing the forum method.

Manage sales territory and inspire teams to deliver measurable results across multiple Citibank partners

Manages and create sales plans with methods of achieving sales goals that includes meeting with clients, utilizing sales force tool, prospecting calls

Perform necessary procedures to ensure timely and orderly resumption of Citibank time senstive business services and operations with minimum impact to bca reviews and audits.

Provide global internet service for retail banking customers via online banking, citi alerts, bill payment and wire services.

Improved processing accuracy, by building intuitive experience and reducing unsatisfactory client experience, with and commutative and verbal resolution, via email, us mail, faxed. And rsm cases.

Review and respond to emails submitted to the fraud department, create and compliance files on fraud incidents

Understand and consistently adhere to all operations controls to ensure the safety and security of client and bank assets, which includes regulatory and compliance training.

Ensure incidents are adequately documented and the fraud case management system is updated and file properly to the correct department.

Evaluate staff performance and provide feedback via informal and formal discussions.

Assisting clients with digital service enrollment.

Identify missing and additional documents required for KYC, follow up and collect required document, to help the bank and the client to dect and prevent the flow of illicit funds around the world and meet regulatory requirements

Review and approve customer account request, account maintenance request

Invite clients for portfolio review to create a connection with our clients/utilizing forum to assist with future plans to achieve their financial wellness.

Manage key indicators reports to unlock credit cards /a Heloc /mortgage opportunity in partnership with private client partners/lending partners.

Key Accomplishments

Recognized for driving value for clients by quarterly getting recognized by the way of nps data.

Improved weighted percent to goal by increasing the investment penetration of my branch book of business with investment relationship.

Continually amplify citi relationships by making client aware of card products and benefits.

Provide comprehensive assessment of the total business environment to address business unit interdependencies.

Wells Fargo Bank-Richmond, VA

POSTION Retail Banker Business Retail Banker

Date November 2011-Janauary2017

Assembles, creates, executes and/for loan documentation for the purpose of verifying and preparing information to support loan closing.

Prepare for and assist in internal and external (regulatory) audits, examinations and other complaince testing initiatives.

Plan and deliver effective sales strategies and monitor the progress of new and existing financial products

Generate self-source leads to refer to wells Fargo program manager and consultants.

Service small business client’s needs, complete appropriate customer requirements, including legal formation.

Source high risk business, filling out appropriate addendums, ensuring client is not prohibited list

Perform due diligence for business, LLC, sole proprietors, s vs c corp is completed for account opening, validating business address. Identify signers/owners.

Collaborate with Bank operations, funds transfer and corporate security on basis need to recover fraud losses and obtain information pertinent to investigations

Key Accomplishments

Developed an effective channel of partners that resulted in achieving clients 100% financial service business.

Revalitzed sales in traditional bank products and mortgage services

Reduced transactions errors, by reducing time and system errors caused by manual entry.

Wachovia Bank Long Island, NY

POSTION Retail Banker

DATE APRIL2006-November2011

Coordinate and follow up on comprised accounts, monitors potential fraudulent bill payments inquires when alerted.

Prepare write-off request to reimburse clients for fraud related losses and obtains appropriate management approval.

Ensures proper documentation is submitted in accordance to departmental process and procedures in a timely manner.

Responsible for marketing bank products and services

Practice branch opening and close procedures, pertaing to branch operations.

Key Accomplishments

Increased 150+ new accounts to the branch during first three months ultilzing effective referral pools and customer service strategies.

Bought in new client accounts with substantial monetary value through sound referrals.

EDUCATION

Long Island university Brooklyn, NY 11201

ABD

NASSU COMMUNITY COLLEGE Garden city, NY 11530

ABD

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