Michele Barrera
Forest Hills,NY
Summary
Cheerful and efficient Client Relations Professional with 16+ years of experience and a background attracting new clients and retaining existing accounts. Exceptionally knowledgeable in commercial real-estate banking, providing excellent customer service and problem solving skills. Built and nurtured relationships by pursuing opportunities, delivering information to key contacts and maintaining regular communication. Collaborated with internal teams for smooth service.
Overview
17
17
years of professional experience
Work History
Senior Client Officer
Signature Bank
New York, NY
06.2014 - Current
- Deliver exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Processing client requests for statements, ordering additional checks, approving wires, assisting in onboarding clients with Internet Banking and updating client personal information in database.
- Responding to customer questions and concerns or escalate to Associate Group Director for resolution.
- Collaborate with clients to maintain relationships and provide clients with thorough support and guidance.
- Develop and maintain strong knowledge of multiple products and varying levels of benefits within each product.
- Establishing new accounts for high net worth individuals/ businesses and servicing existing accounts to maximize revenue.
- Ensures completeness of loan documentation on new account set-up (All products including Personal)
- Handle decisions on overdrafts, up to credit authority
- Responsible for making risk-based decisions pertaining to client transactions.
- Investigated and resolved inquiries and complaints quickly.
- Analyze client issues and respond accordingly; coordinate with other departments as needed.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Responsible for supporting Associate Group Director with special projects and additional job duties.
Customer Service Representative
Emigrant Savings Bank
Brooklyn, NY
05.2004 - 04.2013
- Handled depositor’s transactions, which included issuing Teller’s Checks and Money Orders, withdrawals, deposits, check cashing, loan and mortgage payments
- Encoding checks to be sent out to Federal Reserve
- Responsibilities of Cash Supply Teller/Senior Teller which included, supervising tellers, supplying tellers with cash, taking excess cash from tellers, taking care of credits and charges of tellers, and proving bank at end of banking day
- Preparing branch reports, branch cash flow analysis and currency transaction reports
- Opening new accounts and explaining various products to potential and existing customers
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Handled day-to-day customer contact via phones, faxes and emails.
Education
A.S - Liberal Arts
Bronx Community College
06.2012
Skills
- Microsoft Word, Excel, and PowerPoint
- Interpersonal Communication Skills
- Superior Customer Service
- Conflict Resolution Techniques
Timeline
Senior Client Officer
Signature Bank
06.2014 - Current
Customer Service Representative
Emigrant Savings Bank
05.2004 - 04.2013
A.S - Liberal Arts
Bronx Community College
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