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Administrative Support Assistant
National Penn Investor's Trust Company
Wyomissing, PA
Maintained procedure files, completed mailings, and additional administrative roles, including scheduling meetings, ordering supplies and welcoming clients to the office. * Answered incoming phone calls and directed to correct department or advisor * Supported trust officers by opening accounts for new clients.
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Branch Operations Manager
Santander Bank
Blue Bell, PA
Developed and oversaw the marketing strategy for the branch, resulting in an increase of new account openings. * Managed a team of 2, and all aspects of branch operations including: monthly internal audits, branch balancing, and branch security training. * Audited tellers and the vault, while maintaining monthly branch audits for the operations, resulting in exceptional yearly audit scores.
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Senior Financial Services Representative
Citadel Federal Credit Union
East Norriton, PA
Answering incoming client calls for purposes of assisting with their accounts * As part of Social Media Ambassador Team, developed content for social media platforms, including Twitter and Instagram. * Acts as a subject matter expert and marketing point person for the branch by overseeing marketing strategy and offering advice to colleagues and management. * Photographs and edits branch events and incorporates this photography in social media channels and growth strategy. * Creates a customer-centric environment by assisting clients in their daily banking needs.