Summary

With over 12 years of professional experience both in Europe and the United States banking industry, responsibilities included retail operations, team management,customer/service relationship support which is my most recent role in which I supported healthcare and commercial companies with their treasury servicing needs.

Work History

Work History
Apr 2010 - Present

Customer Service Rep

WB Mason

 The Customer Service Representative will:

  •  Process orders,
  •  research problems and respond to customers needs and requests by: talking with customers on the phone 
  • Receiving orders via fax; internet and mail; set-up new accounts and maintain existing accounts;
  • Make adjustments to customer files and address customer complaints;
  • Handle incoming direct calls and "loop" calls. The Customer Service Representative will also support the Sales Representative daily in regards to customer needs.
Aug 2007 - Mar 2009

Treasury Services Representative

Bank of America
• Treasury Services Representative Dorchester, MA 08/2007 – 03/2009 o Provides day-to-day account servicing and resolution of routine to complex client inquiries and operational requests for a large portfolio of assigned Commercial and Healthcare clients. o Interacts continuously and develops relationships with clients and internal business partners to further enhance client servicing and satisfaction. o Responsible for monitoring accuracy of data input into systems of record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the Bank. o Developed and maintained issue and resolution information system for use in tracking root causes and determining process failures.
Nov 2006 - Aug 2007

National Helpline Agent

Bank of America
o Provided policy & procedural instructions to Bank of America associates. o Call’s pertained to teller line policy and procedure questions which include but not limited to check cashing, branch inventory systems, audits, ATM processing guidelines etc, etc o Maintain day to day acceptable level of metrics which would include 100% accuracy when providing solutions to problems faced by our tellers in regards to day to day operational questions.
Nov 2005 - Aug 2006

Teller Manager

Citizens Bank
o Responsibilities included running a smooth teller line in a busy fast paced branch a job which included the following objectives motivating, coaching, mentoring and developing tellers. o Also I would be solely responsible for making sure that the branch met operational and servicing standards set by the bank.
Sep 2003 - Nov 2005

Customer Service Supervisor

Sovereign Bank
o Responsibilities included running a smooth teller line in a busy fast paced branch a job which included the following objectives motivating, coaching, mentoring and developing tellers. o Also I would be solely responsible for making sure that the branch met operational and servicing standards set by the bank

Education

Education
1996 - 1998

Business Management Studies

Dublin Institute of Technology
1989 - 1994

Drimnagh Castle CBS

Skills

Skills

Microsoft Word

Very experienced user at this application, I am extremely proficeint at the following tasks:   Mail Merge Document preperation Letter Merges

Microsoft Excell