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Service Representative Customer

Location:
Philadelphia, PA
Salary:
$80,000
Posted:
June 21, 2023

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Resume:

Widnie Dumont

**** ***** ****** ***** **********, PA 19061 609-***-**** adxt46@r.postjobfree.com Education

Rowan University, 201 Mullica Hill Rd, Glassboro, NJ 08028 MS Finance: Fall 2022 – Present. Expected date of graduation – May 2024 DeSales University, 2755 Station Avenue, Center Valley, PA 18034 Certified Financial Planner (CFP): Completed - May 2023 Institut des Hautes Études Commerciales et Économiques, Port-au-Prince, Haïti Administrative Sciences & Business Management – September 2004 – May 2008 Work

Assistant Branch Manager / Lead Associate Operations _ July 2021 – May 2022 Experience JPMORGAN Chase – 1000 Rocky Run PKWY, Wilmington DE 19803

Lead Associate Operations/ MOD

support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements. Responsibilities

contribute significantly to the success of the branch by helping with the following:

Work with the branch manager to set the tone of the branch environment to provide an exceptional customer experience, and a dynamic and engaging culture

Process and assist customers with transactions

Introduce customers to your branch team who will build relationships and assist with specialized financial needs

Make customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 day a week

Support the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standard

In the absence of the Branch Manager or designated banker, I'll be given responsibility to communicate branch priorities throughout the day

Assistant Branch Manager _ May 2020 – June 2021

Experience Citizens bank – 116 W Township Line Rd, Havertown PA 19083

Create an atmosphere ongoing exceptional customer service.

Strategically focus on developing new business opportunities to increase the market share while retaining and growing existing customer base.

Assist in creating strong sales and service, fostering an environment in which all branch employees achieve scorecard goals.

Ensure necessary due diligence to support the accuracy of all customers. Know Your Customer (KYC).

Assist in managing performance reviews for all employees, assist in coaching and developing the team for growth and succession planning.

Maintains communication between the branch and management by preparing dat, weekly and month-end reports regarding operations and productivity.

Monitor branch activity including the number of transactions, volume, teller errors, loan volume, sales, and new accounts.

Ensure that the branch is in compliance with federal laws and regulations.

Maintains education and knowledge with AML (Anti-Money Laundering).

NMLS 1244626

Customer Service Representative II _ October 2014 – May 2020 Weekends Store supervisor

Experience TD Bank – 131 W MacDade BLVD, Folsom PA 19033 _ December 2018 – May 2020 TD Bank – 500 White Horse Pike. Haddon Heights, NJ 08035 October 2014 – December 2018

Exceeded quarterly sales goals by 120% often

Effectively communicated TD Bank promotions to customers

Opened personal and business accounts

Assisted customers via telephone with up-to-date knowledge regarding banking services such as checking accounts, savings accounts, and lines of credit

Multitask a spectrum of customer service and administrative duties

Expeditiously completed customer transactions, including but not limited to deposits, withdrawals money orders and check processing

Executed wire transfers, stop payments and account transfers, loan application.

Processed transactions involving foreign currency.

Ensured superior customer experience by effectively addressing a wide variety of customer concerns

Established and preserve business relationships through courtesy and professionalism

Maintained strict compliance to banking laws and regulations

NMLS 1244626

Business Management & Control _ April 2008 – October 2011 Experience Bank of Nova Scotia–360 BLVD Jean– Jacques Dessalines, Port-au-Prince, Haïti

Exceeded monthly sales goal by 150%

Investigated internal controls to find errors after they have occurred.

Processed business loans, and opened business accounts Additional Skills

Ambitious and dedicated contributor to business management

Trilingual. Ability to read, speak and write in English, French and Haitian Creole

Savvy relationship builder. Exceptional Communication Skills

Strong interpersonal skills. Self-starter, Self sufficient

Desire to learn the investment business

Motivated, patient under high stress situation

Organized, positive, friendly.



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