Avon Cleveland
Philadelphia
Summary
Client-focused banking professional with 5+ years of experience in Retail Banking, Financial Services, and luxury hospitality. Proven success in establishing new client relationships, deepening engagement, and delivering tailored financial solutions. Strong communicator skilled in educating clients on digital tools, resolving issues with precision, and operating within strict risk and compliance standards. Adept in branch operations, cash management, and creating exceptional client experiences.
Overview
16
16
years of professional experience
Work History
Member Service Representative
TruMark Financial Credit Union
06.2024 - Current
- Provided exceptional member support by resolving inquiries and facilitating account access.
- Led initiatives to promote financial literacy among members, increasing engagement with credit union services.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Associate Banker
JPMorgan Chase Bank
04.2020 - 06.2024
- Processed account transactions accurately, ensuring compliance with banking regulations and policies.
- Provided exceptional customer service by addressing client inquiries and resolving issues efficiently.
- Educated customers on various financial products, promoting services tailored to individual needs.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
Overnight Supervisor
The Rittenhouse Hotel
04.2019 - 11.2023
- Supervised overnight operations, ensuring compliance with safety and quality standards.
- Trained new team members on operational procedures and guest service excellence.
- Coordinated with daytime supervisors to ensure continuity in store operations across different shifts.
- Resolved guest complaints promptly, enhancing overall satisfaction and loyalty.
Receptionist Administrator
Presby’s Inspired Life
07.2013 - 04.2019
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Enhanced accuracy of record-keeping with diligent maintenance of logs and records.
- Increased customer satisfaction by warmly greeting visitors and promptly addressing their needs.
Security Officer
Allied Universal
11.2014 - 07.2017
- Enforced safety and compliance standards, reducing incidents by monitoring risk, documenting issues, and following all regulatory protocols.
- Trained new officers on procedures and safety protocols.
Package Handler/Sorter
UPS
11.2009 - 11.2014
- Processed and organized high volumes of packages under strict timelines, ensuring accuracy and operational efficiency.
Education
High School Diploma -
William L. Sayre High School
Philadelphia, PA01.2009
Skills
- Client engagement strategies
- Cross-selling proficiency
- Retail banking expertise
- Digital finance education
- Efficient cash handling practices
- Analytical problem solving
- Detail-oriented execution
- Training and development
- Customer relations
- Sales and upselling
- Brand representation
Timeline
Member Service Representative
TruMark Financial Credit Union
06.2024 - Current
Associate Banker
JPMorgan Chase Bank
04.2020 - 06.2024
Overnight Supervisor
The Rittenhouse Hotel
04.2019 - 11.2023
Security Officer
Allied Universal
11.2014 - 07.2017
Receptionist Administrator
Presby’s Inspired Life
07.2013 - 04.2019
Package Handler/Sorter
UPS
11.2009 - 11.2014
High School Diploma -
William L. Sayre High School