Results-driven banking professional with strong sales expertise and a customer service-oriented approach. Skilled in educating clients on financial products and identifying cross-selling opportunities to drive business growth.
Overview
26
26
years of professional experience
Work History
Relationship Banker
Bank of America
11.2024 - Current
Educated customers on financial products and services to support informed decision-making.
Processed loan applications and documentation, ensuring compliance with bank policies.
Identified opportunities for cross-selling banking services to meet client needs effectively.
Participated in training sessions to enhance product knowledge and sales techniques.
Facilitated customer transactions, including deposits, withdrawals and transfers.
Assisted clients with account inquiries and transactions, enhancing customer satisfaction.
CYF Caseworker
Allegheny County Department of Human Services
01.2021 - 09.2023
Conducted comprehensive assessments to determine client eligibility for services and resources.
Developed individualized service plans to address clients' specific needs and goals.
Coordinated with community organizations to facilitate access to support services for clients.
Monitored progress of cases, adjusting plans as necessary to ensure client success.
Established trusting relationships with clients, fostering open communication and rapport building.
Conducted comprehensive assessments to determine client needs and eligibility for services.
Child Development Specialist
The Bradley Center
03.2019 - 08.2023
Facilitated individual and group activities to promote developmental skills in children.
Collaborated with multidisciplinary teams to assess children's needs and develop tailored intervention plans.
Conducted regular observations and evaluations to monitor progress and adjust strategies accordingly.
Developed age-appropriate curricula that aligned with child development principles and best practices.
Apartment Leasing Agent
Allegheny Housing Rehabilitation
05.2015 - 01.2018
Facilitated lease signings and tenant onboarding processes for new residents.
Managed property listings across multiple online platforms to attract prospective tenants.
Conducted property tours, showcasing amenities and features to potential renters.
Resolved tenant inquiries and issues promptly, ensuring high levels of satisfaction.
Managed move-in and move-out processes efficiently, minimizing vacancies by coordinating unit turnovers quickly and effectively.
Collected monthly rent payments and other fees, always properly recording, and processing money.
Assistant Teacher/ District Liason
Wilkinsburg School District
06.2000 - 06.2014
Supported classroom activities by preparing instructional materials and resources for diverse learning environments.
Assisted lead teacher in implementing lesson plans and adapting strategies for individual student needs.
Facilitated small group discussions to enhance student comprehension and engagement in subject matter.
Monitored student progress, providing constructive feedback to encourage academic growth and self-confidence.
Led initiatives to integrate technology into lessons, enhancing interactivity and student participation in the classroom.
Coordinated communication between parents and teachers to ensure alignment on student development and performance goals.