Customer Service Representative
Resume:
RASHANE THOMAS
**** **** **** ******, ********, NY 11236 H: 718-***-**** C: 929-***-**** *************@*******.***
SUMMARY
Results-driven Senior Banker with 9+ years of experience cultivating and maintaining relationships with clients ranging from various financial backgrounds. Operationally detail-oriented. Experienced in collaborating with Partners by implementing cross-selling initiatives, tactics and strategies to win new business. Groomed in People Managing, through opportunities to lead Sales Initiatives, Team building/training and improving Customer Satisfaction surveys.
SKILLS
Bilingual (Portuguese/English)
Client Relations
Financial Insight
Sales
Advance Bookkeeping
Cash Management
Teller Insight
Computing Skills
EXPERIENCE
Branch Manager 09/2019-Present
Citibank, NA New York, NY
Created marketing strategies to expand existing customer sales, resulting in 115% increase in year to date Sales.
Increased branches asset by $8 Million in 3 Months.
Responsible for producing consumer and business loans, as well as prospecting small business clients.
Coach staff to effectively meet and exceed sales monthly sales through cross-selling of bank products and services.
Developed and maintained a branch operational plan focusing on maintaining low operating costs, while simultaneously driving revenue growth for maximum profitability.
Ensure compliance with company and industry policies and procedures.
Maintain fruitful relationships with current customers and establish good relationships with new ones.
Host collaboration meeting with partners to work on scorecard and increase productivity.
Leverage various enablement such as (remote account opening, zoom, DocuSign and salesforce) to increase client outreach, thereby increasing productivity.
Host several area wide calls and lead area challenges with other colleagues.
Personal Banker 03/2017-03/2019
Citibank, NA New York, NY
Consistently exceeded sales goals on a monthly basis, ranking in the top decile tier in the region.
Maintain high net worth clients with daily banking needs and helped increase the book by 18M for 2018 fiscal year.
Proactively assist branch manager and assistant manager with the day to day operations of the branch.
Provide personal financial counseling, assist with lending services, and build relationships with existing and potential customers to sustain high satisfaction ratings and retention.
Coach team members to develop sales opportunities and refer customers to designated partners to meet branch and individual customer service and sales goals.
Senior Licensed Banker 2016-2017
Astoria Bank Queens, NY
Exceeded monthly and quarterly checking, savings, and lending goals for Consumer and Small Business.
Strong focus on outbound sales with 25% of accounts self-sourced.
Achieved 100% on Branch Annual Review by conducting self-audits and coaching associates to develop
Improved mystery shop scores by 5% by creating and implementing a coaching plan and leading by example.
Assisted in the development of employee action plans.
Exceeded Sales Revenue by 125% by leveraging Life Insurance and Annuities.
Worked directly with Financial Advisers, LPL Financial Mortgage Representatives and Business Specialists.
Teller/ Customer Service Representative 2009-2012
Bank of Jamaica Kingston, Jamaica
Effectively cross-sold bank products through customer related transactions and inquiries.
Uncovered sales opportunities through client profiling and conversations.
Directed Customers to the appropriate representative to fulfill banking needs.
Account servicing such as check ordering, account closure, and account maintenance.
Assist customers with ATM transactions.
Cashier/Customer Service Rep/Auditor 2006-2008
Progressive Grocers Clarendon, Jamaica
Organized and directed warehouse activities.
Performed daily inventory.
Maintained customer and vendor relationships.
Cash handling
EDUCATION
M.D.: Dentistry D.D.S 2013-2015
Federal University of Paraná - Continuing Curitiba, Paraná, Brazil
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