Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Grazyna Kawalec

Philadelphia

Summary

Experienced Sales and Service Specialist at Fulton Bank with a proven track record in driving customer satisfaction and loyalty. Expert in digital banking solutions and skilled in building strong client relationships. Recognized for outstanding sales performance and training new staff, known for strong communication and problem-solving skills to deliver personalized financial solutions.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Sales and Service Specialist

Fulton Bank
10.2022 - Current
  • Assist clients with teller transactions such as deposits, withdrawals, loan payments, transfers, or contributions and distributions to the IRA account, accurately and in accordance with bank policy.
  • Drive proactive sales/referral conversations through internal and outbound interactions including outbound calling, appointment setting, and effective lobby engagement.
  • Provide ongoing support to customers regarding products and services. Open new accounts, CDs, order checks, perform customer maintenance requests, assist with operational activities and responsibilities such as transaction disputes, and maintain flexibility between performing sales and teller transactions.
  • Manage bank operations such as ATM weekly settlements, order cash for the branch, balance and manage money in the vault.
  • Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
  • Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems related to online banking, Zelle, Bill Pay or others.
  • Developed strong client relationships to enhance customer satisfaction and retention.
  • Provided tailored financial solutions based on thorough needs assessments.
  • Trained new staff on customer service protocols and product offerings.
  • Designated as the Credit Card Champion for outstanding sales in the branch, and appointed to assist others in making sales

Bank Teller

Prudential Bank
05.2022 - 10.2022
  • Processed customer transactions, such as deposits, withdrawals, contributions and distributions to the IRA account, accurately and efficiently using banking software systems.
  • Managed cash drawer, ensuring balanced transactions and adherence to security protocols.
  • Assisted customers with account inquiries and resolved issues to enhance satisfaction.

Front Desk Receptionist

Sanvit SPA Sanatorium
06.2015 - 06.2019
  • Managed front desk operations, including money management, ensuring efficient guest check-in and check-out processes.
  • Delivered exceptional customer service, addressing guest inquiries and resolving issues promptly.
  • Coordinated appointment scheduling for spa services, optimizing staff availability and client satisfaction.
  • Maintained accurate records of guest interactions, contributing to improved operational efficiency.

Licensed Insurance Agent

"Insurance" Aleksandra Kozubal
01.2012 - 12.2013
  • Developed customized insurance plans tailored to client needs and preferences.
  • Provided expert guidance on policy options, ensuring compliance with industry regulations.
  • Educated clients on risk management strategies to enhance coverage understanding.

Education

Biology

Pedagogical Academy
Krakow, Poland
06-1995

Skills

  • Sales management
  • Customer assistance
  • Comfortable with digital technology
  • Teamwork
  • Honest and dependable
  • Strong communication and interpersonal skills
  • Problem-solving abilities
  • Building customer loyalty

Accomplishments

    Designated as the Credit Card Champion of the branch for outstanding sales and assigned to train other employees in this area.

Certification

ESL courses in the ESL Education Center (Unia 1199C, 07/2020-04/2021) - intermediate, advanced

Languages

English
Professional Working
Polish
Native or Bilingual

Timeline

Sales and Service Specialist

Fulton Bank
10.2022 - Current

Bank Teller

Prudential Bank
05.2022 - 10.2022

Front Desk Receptionist

Sanvit SPA Sanatorium
06.2015 - 06.2019

Licensed Insurance Agent

"Insurance" Aleksandra Kozubal
01.2012 - 12.2013

Biology

Pedagogical Academy

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Grazyna Kawalec