Customer Service Representative
Resume:
Anuli Okeke
Bronx, NY **46
Cell: 917-***-****
Work: 212-***-****
SUMMARY
Over seventeen years of customer focused experience including twelve years in the financial arena providing banking and insurance solutions and thirteen years of staff management. Skilled in developing short and long term financial plans for businesses and individuals. Demonstrated strong leadership, sales, customer service and analytical skills.
PROFESSIONAL EXPERIENCE
Popular Bank, Harlem NY. 06/12-present
Branch Manager
Responsible for branch growth in high cost and low cost deposits
Duties include originating and processing Commercial loans and Equity lines of credit
Responsible for generating GDC from investment services for the branch
Manages and cross trains staff and provides coaching and mentoring
Responsible for ensuring branch compliance and auditing procedures
Responsible for initiating community engagement and CRA activities
JPMORGAN CHASE (formerly Washington Mutual), Bronx, NY. 01/05 – 06/12
Branch Manager
Responsible for client acquisition and retention, developing new and maintaining consumer and business banking relationships.
Duties include originating and processing Residential, Commercial, Business and Consumer loan applications, funding and customer loan servicing.
Responsible for increasing branch net deposit growth and new household for the Investment services area.
Manages and cross trains staff and provides coaching and mentoring.
Experienced in all operations and auditing procedures required by the company.
Responsible for branch p and l growth and overall customer service satisfaction .
GREENPOINT BANK, Riverdale, NY 02/00- 01/05
Assistant Manager 07/04 – 01/05
Supervised and cross trained staff, delegated daily service duties and scheduled employees.
Ensured branch procedures were implemented and that all branch processes were accomplished.
Facilitated all staff meetings and initiated incentive programs to improve staff morale.
Responsible for mutual fund and annuity sales, increase in branch core deposit base and fee income revenue.
Duties also included staff recruiting and small business development.
Experienced in the implementation of all branch management functions and proxy to the branch manager when absent.
Customer Service Supervisor 02/00-07/04
Responsibilities included developing new business for various types of accounts and maintaining relationships with customers to ensure repeated business.
Generated over two million dollars in fixed annuity sales within one year and grew life insurance sales by 50%.
Responsible for retirement and estate planning, mutual funds and variable annuity sales.
Provided portfolio management for select banking clients and supervised a team of eight individuals.
Performed sales coaching, mentoring and tasking.
CHASE MANHATTAN BANK, New York, NY 02/98-02/00
Customer Service Representative
Responsible for customer accounts.
Closing dormant and delinquent accounts, international and local Money transfers.
Processing check certification, foreign currency exchange and general customer service.
Responsible for customer sales referrals and general information.
EDUCATION
YORK COLLEGE, City University of New York
Bachelor of Arts, 1998
Major: Economics
Honors Overall Award in Economics 1998
MERCY COLLEGE, Dobbs Ferry, NY 09/04-05/07
Major: Direct Marketing
Program: Masters in Direct Marketing
COMPUTER SKILLS
Proficient in the use of Microsoft Office, Lotus 1-2-3, WP 7.0, Window 2000, PowerPoint, and Excel.
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