KARLENE TULIER

** **** *****, ********, ** ***** 860-***-****

adz2fk@r.postjobfree.com

A former homemaker, bank teller, financial services professional and manager facilitates essential numerical as well as problem solving skills. Client-facing experience substantiates the ability to maintain composure, resilience, and flexibility as needs evolve and change. As the responsible party for recording and maintaining financial transactions, the incomparable knowledge and experience will ensure accurate documentation and timely productivity. EXPERIENCE

2004 – PRESENT

HOME MAKER

• Provide home management functions.

• Housekeeping duties, maintains a safe and healthful home environment for clients.

• Able to adjust to varying home situations.

• Performs household maintenance functions; performs laundry, shopping, and errands for client; plans and prepares meals.

• Provides client socialization and companionship

• Assists with making appointments with doctors and others.

• Exhibits critical interpersonal skills interacting with clients.

• Understanding and empathetic attitude toward clients and families.

• Maintains work schedule including weekends. Shows up when required, on time. 2008 – 2012

FINANCIAL SERVICES PROFESSIONAL, PRIMERICA

• Client financial analysis.

• Formulated personalized solution-based financial plans.

• Administered public information seminars.

• Electronic worklist.

• Training and development of potential contractors.

• Quality assurance and productivity expectations. 2001 – 2004

MEMBER SERVICES REPRESENTATIVE, HARTFORD FEDERAL CREDIT UNION

• Assist members and potential members with financial needs.

• Cross-selling appropriate products and services.

• Open/close accounts, process account transactions, resolve issues.

• Process loan applications, CDs, IRAs and ROTH IRAs.

• ATM balancing and replenishment.

2

2000 – 2001

ASSISTANT MANAGER, CAPITAL CITY FEDERAL CREDIT UNION

• Opens/closes new accounts/products.

• Customer services, to include consumer loan origination.

• Serves as a safe deposit box attendant.

• Performs notary public services, processes outgoing wire transfers.

• Conducts upkeep, assists customers with complaints internal and external inquires, and resolves matters to customer’s satisfaction punctually.

• Performs branch opening and closing duties.

• Oversees/completes daily branch balancing.

• Vault transactions, vault reconcilement, coordination of cash shipment/deliveries.

• Assists with completion of all monthly security audits and controls. 1999 – 2000

BANK TELLER, WEBSTER BANK

• Conducts needs-based discussions and proposes financial solutions to meet customers' requirements.

• Makes referrals to appropriate partners

• Services customer accounts, accepts loan payments, accepts safe deposit box payments, processes sale of gift cards, check cashing, currency verification, and cash drawer balancing.

• Balances Automated Teller machines and Teller Cash Dispensers.

• Follows safe deposit box procedures/operations and guidelines. EDUCATION

YEAR, ENTITY

1999, HARTFORD PUBLIC SCHOOLS

2008, CAPE SCHOOL (LIFE, VARIABLE, HEALTH INSURANCE LICENSING) 2008, KAPLAN SCHOOL (SECURITIES INVESTMENT LICENSING) 2022, CERTIFIED LIFE COACH INSTITUTE

2022, INTUIT/COURSERA (BOOKKEEPING)

SKILLS

• Master Certified Life Coach

• Bookkeeping

• Series 6 & 63 Licensure

• Connecticut Life Insurance Licensure

• Emotional Intelligence

• Interpersonal Skills

• Creative Problem Solving

• Organizational Leadership

• Negotiations

• Nursing Assistance

REFERENCES PROVIDED UPON REQUEST

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