NEYSA PELLINEN-COHEN
Voluntown, CT *****
*************@*****.***
Work Experience
Banker
Citizens-Plainfield, CT
December 2023 to November 2024
The banker role includes duties such as customer service, sales, opening of checking/savings, money market accounts, CD's, home equity lines of credit, student loans as well as monthly bank promotions. I assist clients with fraud, online banking and utilizing the Citizens mobile app. It is a fast paced environment with excellent customer service as a priority. I assist the clients both in the branch and over the telephone.
Life Insurance Agent
Senior Life Services-Vero Beach, FL
February 2021 to October 2023
The life insurance role included selling policies over the telephone using a CRM service. The warm leads were provided cost free provided you produced 30 hours of talk time per week. It was strictly commissioned based.
Beverage Server
Mohegan Sun-Uncasville, CT
August 1996 to October 2020
Serving beverages on the gaming floor. Very fast paced, customer facing position. Education
Wine and Spirit Education (Level 3 WSET)
Wine Spirit Education Trust, Johnson and Wales-Providence, RI September 2016 to January 2018
Business Administration (Associate's degree)
Three Rivers Community College-Norwich, CT
September 1996 to June 2004
Some college
Business (Associate in Science (AS))
Skills
• Filing (3 years)
• Kitchen experience
• Virtual client meetings
• Multi-line phone systems
• Live chat
• Microsoft Word
• Typing (10+ years)
• Microsoft Teams
• Writing skills
• Microsoft Outlook (1 year)
• Outbound calling
• Host/hostess experience
• Appointment scheduling
• Invoice processing
• English
• Front desk
• Merchandising
• Phone answering
• File organization
• Administrative experience - Administrative experience (3-5 years) (2 years)
• Restaurant experience (2 years)
• Clerical experience (3 years)
• Insurance Sales
• Marketing
• Faxing
• Data entry
• Financial concepts
• Office experience (3 years)
• Food preparation
• Greeting customers
• Customer inquiry handling
• Scanning
• Wine knowledge
• Fair Housing regulations
• Telemarketing
• Customer complaint resolution
• Food industry
• Hospitality
• Cold Calling
• CRM Software
• Lending
• Retail sales
• Customer service (10+ years)
• XCEL Solutions Life Insurance Training Course
• Banking
• Client services
• Serving (10+ years)
• Communication skills (10+ years)
• Phone etiquette (4 years)
• Accounting software
• Analysis skills
• Accounting (3 years)
• Microsoft Outlook Calendar
• Confidential information handling
• Microsoft Excel
• QuickBooks
• Bussing (10+ years)
• Customer support
• Relationship Management
• Meeting scheduling
• Mail processing
• Phone inquiries
• Providing product information
• Interpersonal skills
• Microsoft Office (1 year)
• Cash register
• Home health
• Upselling
• Salesforce
• Windows (3 years)
• Food service (2 years)
• Yardi
• Sales Support
• Organizational skills (10+ years)
• Computer literacy (3 years)
• Bartending
• Computer skills (10+ years)
• Cooking
• Time management (10+ years)
• Supervising experience
• Loan origination
• Word processing (3 years)
• Trained in the Forbes 5 Star service standard
• Anti-money laundering
• Cash Handling
• Account reconciliation
• Sales
• Microsoft Powerpoint
• Phone reception
• Photocopying
• Computer operation
• Calendar management
• Loan processing
• Administrative experience within finance industry
• Correspondence management
• Zoom
• Telecommunication
Languages
• Spanish
Certifications and Licenses
Insurance Producer License
Life & Health Insurance License
Driver's License