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Customer Service Executive Assistant

Location:
Philadelphia, PA
Posted:
March 09, 2023

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Resume:

ERICA L. BAILEY-PAUL

Glenside, PA *****

267-***-****

**********@*****.***

SUMMARY

Professional Summary Accomplished Sales, Operations and Compliance Manager with over 15years of experience Branch Manager experienced at managing business operations in the financial industry. Expertise in employee oversight, customer relationship management, networking and sales growth. Ambitious at expanding personal accomplishments and business goals.

SKILLS

Management Skills

Effective Listening and Communication Skills

Advanced Evaluating and Problem Solving Skills

Microsoft Office Skills

Office Management Skills

Business Development

Certified Ambulance Compliance Officer

Relationship Building

Risk Assessment

Hiring and Recruitment

Project Management

Certified PA Notary

EXPERIENCE

TRUMARK FINANCIAL CREDIT, LA SALLE UNIVERSITY AND CHESTNUT HILL OFFICE

Multi Site Branch Manager/ Assistant Vice President 01/2017 to Current

Responsible for supervising and managing two offices overseeing financial reporting, hiring and train staff, and grow branch revenue, deposit dollar and membership

Duties include managing and supervising employees, assisting customers, and providing excellent customer service

Prepares financial statements and analysis for branch

Another responsibilities includes developing and instructing financial literacy programs and classes to students, faculty, and staff throughout the University.

LIFEMED AMBULANCE

Certified Ambulance Compliance Officer 01/2013 to 01/2021

Management of daily risk assessments while developing, implementing and monitoring the compliance programs

Making sure all policies and procedures are accurate an updating them to ensure alignment with state, regional and national guidelines

Organize and conduct compliance training, investigating internal and external reports of compliance concerns

Responsible for interviewing, hiring, and all general HR and Risk Management matter

Ensure that the company passes all recertifications and audits

Along with company owner built this start up to generate 6-figure sales annually.

BB&T/NATIONAL PENN BANK

Branch Manager/ Market Leader 01/2012 to 01/2017

Responsible for branch compliance and operations

Business development

Ensuring to bank policies, procedures, and operational integrity

Grow deposit dollars and loan growth

Network and attend local community events

3RD FED BANK

Assistant Manager 01/2010 to 01/2012

Responsible for branch compliance with bank policies, procedures, and operational integrity

Operate as business lender for loans up to 100k

Responsible for coaching and building team in a profit and loss environment

Recruiting top talent with the ability to forecast staffing needs

Provide staff with coaching and training so that they can maintain success

Maintains and develops relationships with existing small business customers while creating great partnerships with the community to create new business relationships.

EXPRESS LIMITED BRANDS

Brand Sales Leader 01/2002 to 01/2012

Key holder responsible for coaching and assisting associates

Acts as business manager in absence of store manager

Maintains quality of service while ensuring effective customer service and increased sales.

AERIE BY AMERICAN EAGLE

Assistant Store Manager 01/2009 to 01/2010

Promotes sales by demonstrating merchandise and products to customer

Contributes to team effort by accomplishing related results as needed

Responsible for maintaining store image by completing floor sets

R.P. VOCATIONAL REHABILITATION

Executive Assistant 01/2008 to 01/2009

Performs administrative duties for executive management

Responsibilities include screening calls, making travel and meeting arrangements, preparing and transcribing reports, research, project coordination, and client and vendor management

Interacts with all levels of internal management and staff.

CITIZENS BANK

Retail Sales/Service Banker 01/2007 to 01/2008

Performs a variety of duties to assist customers on the banking floor

Proactively sells and cross sells products and services to new and existing customers

Processes and opens new accounts

Researches and corrects customer account errors

Assists customers in completing and closing a variety of loan applications and other banking related forms

Successfully meets quarterly sales goal.

EDUCATION AND TRAINING

CERTIFIED AMBULANCE COMPLIANCE OFFICER 10/2014

National Academy of Ambulance

SALES DEVELOPMENT PROGRAM 12/2012

Holy Family University/GNPCC, Philadelphia, Pa

BACHELOR OF APPLIED SCIENCE: CRIMINAL JUSTICE 05/2006

Temple University, Philadelphia, Pa

PARALEGAL SPECIALIST CERTIFICATION 05/2002

Judge Advocates Generals School United States

Central High School, Philadelphia, Pa 05/2001

MILITARY

MILITARY SERVICE, 2001-2009 Paralegal Specialist, United States Army Reserve Sergeant in the 153rd Legal Support Organization, JAG Maintained top security clearance through duration. Highest Rank E-5 Sergeant

ACTIVITIES AND HONORS

Treasurer, BNI (Business Networking International), Fort Washington Chapter -The World's Leading Business Networking and Referral Organization Changing the Way the World Does Business

Treasurer/Board Member of F.E.L.L.O.W.S.(Faithfully Ensuring Love Leads Our Way Servicing)- Providing scholarships and exposure for underprivileged children to HBCU's (Historically Black Colleges and Universities)

Treasurer/Board Member The Local- Established in 1958, the Chestnut Hill Local emerged as a community forum and since has become an award-winning, independent weekly newspaper serving the neighborhoods of Chestnut Hill, Mt. Airy, Wyndmoor, Flourtown, Erdenheim and the surrounding communities in Northwest Philadelphia and Eastern Montgomery County.



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