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Naples , FL
34001
SIENA
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DanNA Guerrieri
309 7th Ave NW
239-233-9876
danna.guerrieri@yahoo.com
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Experience
BMO
HARRIS PRIVATE BANK
Banking Services Representative
August 2009 – To Present
As Banking Services Representative you are
responsible for all aspects of retail and private banking sales and service
including administrative and reception, teller and cash handling duties, and
banker duties, including new account sales and existing client servicing.
§ Identify client needs, assist
with inquires regarding accounts and related products as well as servicing both
Canadian and US accounts.
§ Opening accounts, cross selling
products, maintain account relationships, as well as everyday maintenance to
business and personal accounts, CD’s and IRA’s, also to include referrals for
mortgages, lending and other banking needs.
Cross selling products and services.
Assists with loan closings and applications.
§ Back up to the teller; dealing
with cash handling and vault responsibilities.
Maintaining a cash drawer, cashing checks, taking deposits, CD closures,
IRA distributions, cashier checks, wires, and Notary services.
§ Assists with reception
responsibilities such as phone inquires, transfers, and more, all the while
maintaining excellent customer service to the highest standards. Actively participates in CRA goals and
initiatives, by face to face communication to drive to the highest level of
sales results.
§ Originally hired through Account
Temps in August of 2009 and offered a permanent position in April of 2010 thru
BMO Harris Private Bank and was since promoted from Senior Teller to Personal
Banker with training in Chicago as well as Florida
ORION
BANK
Customer Service Representative January
2008 - September 2008
As a Customer Service Representative you are
responsible for both sales and client servicing with in the banks’ retail
system.
Major Duties:
Major Duties:
§
Interview
customers to gather information to place customers in the correct product and
service to meet their banking needs.
§
Open
and close accounts, certificates of deposits; actively promotes loan
applications, both consumer and home equity and also facilitates
the closing of loan packages.
§ Deliver extraordinary customer service
in regards to research involving stop payments, safe deposit box issues,
wire transfers and any or all questions concerning the customers
account
§ Participate in active cross selling
programs and sales programs.
§ To also share responsibility with
the teller side, by performing a variety of paying and receiving
functions for deposit and loan customers. i.e. receive checks for
cash and deposit, verify amounts and examines all items for correct endorsement
and loss prevention. Cash checks and pay out money after items have
been verified. Place holds for uncollected funds under reg
CC guidelines. Balances currency and maintains a cash drawer.
Sells foreign currency, traveler’s checks, gift cards, ect.
§ Use banking programs such as Banker Insight,
Teller Insight, iCheck, Currency Teller, iDoc, iSign and
all Metavante systems. Also to include Microsoft Excel,
Powerpoint and Word.
§ Strive to retain clients and develop new
business by extending high quality and efficient service.
Building Supervisor March
2007 – November 2007
As the On-Site Building Supervisor, working with the property
management company, you are responsible for maintaining the appearance and property value of the
Siena at Old Orchard Condominium complex and grounds as well as addressing the
needs of the Association Board and residents.
Major Duties
§ Manage daily building operations
of Siena
§ Anticipated and met the needs of
the property to preserve and enhance the resale values of the units.
§ Routinely inspect the grounds,
facilities, and equipment to determine if repairs or maintenance are needed.
§ Responsible for the ordering and
maintaining of all supplies for the daily operation and long term upkeep for
the condo facilities.
§ Help resolve owner and tenant
inquiries and complaints. Enforce the rules
and regulations set forth by the Association by-laws and the condo board.
§ Manage on-going vendor services
per contract specifications, insuring quality and insurance requirement
compliance.
§ Communicate property and
owner/tenant issues with Board and management in a timely manner through the
weekly update
NORTHERN TRUST CORPORATION
Bank Teller May 2005 – March 2007
As a teller you are required to process and approve
transactions for clients within specified limits. Verify endorsements, enter
deposits, issue checks and cash, prepare transaction reports, and balance the
cash drawer. To also assist clients with inquiries regarding account status and
cross sell the bank's products and services. At all times maintain the highest
level of client servicing.
Major Duties:
Major Duties:
§ Accept, approve, and process transactions
for clients within specified limits.
§ Receive deposits for credit to client
accounts, cash checks, processes
savings deposits or withdrawals; receive loan or tax payments, and issue
money orders, cashier checks, foreign currency and traveler’s cheques.
savings deposits or withdrawals; receive loan or tax payments, and issue
money orders, cashier checks, foreign currency and traveler’s cheques.
§ Prepare large currency transaction reports
reporting transactions exceeding
a specified dollar limit.
a specified dollar limit.
§ Process travel advances, open and close
certificates of deposits, buy and
sell foreign currency, accept bonds and treasury/municipal coupons, and
resolve passbook out-of-balances with clients.
sell foreign currency, accept bonds and treasury/municipal coupons, and
resolve passbook out-of-balances with clients.
§ To look for and identify fraudulent
transactions, forgeries, and counterfeit bills
according to established procedures.
according to established procedures.
§ Balance and verify contents of cash drawer
daily.
Assist clients with standard inquiries regarding the status of their accounts.
Assist clients with standard inquiries regarding the status of their accounts.
§ Identify client needs and cross sells the
bank's products and services.
Other Job History Prior 2005:
PROVIDENT DEVELOPMENT GROUP
Building Supervisor – Complex Manager October
2004 – May 2005
As Supervisor/Interim Complex manager you assist the ownership in
the transition of the property while ensuring the upkeep and improvements of
the residences and grounds are completed correctly and on schedule.
Major Duties:
§ Interim manager to oversee 240
unit complex while transitioning for sale.
§ Approval of all major repairs
and expenditures from making apartments
into condominiums.
§ Reviewing all leases and provide
a complete breakdown by term of lease,
compliance to all rules and
regulations for the new owners.
§ Compliance to local, state
building and fire codes to the insurability of complex.
ALLSTATE INSURANCE COMPANY
Senior Customer Insurance
Professional November 2003 – October 2004
As a Senior Customer Insurance Professional you
are responsible for sales of property and auto policies, from the sales quote
to the approval process to the payment acceptance, as well as the maintenance
and servicing of existing policies.
Major Duties:
§ Generate sales quotes for
property and casualty insurance policies, providing detailed coverage
explanations and a single point of contact throughout the policy application
and approval process.
§ Licensed as an insurance agent
in eighteen states.
§ Provide comprehensive customer
support including executing policy changes, accepting payments, and resolving
both general and billing issues, while receiving consistently high service
ratings.
§ Responsible for design and
presentation of daily and monthly sales results to inform and motivate the
internal sales team.
PROVIDENT DEVELOPMENT GROUP
Building Maintenance Supervisor During college - November 2003
As Building Maintenance Supervisor you coordinate and oversee all
aspects of the maintenance of the complex including working with contractor and
vendors as well as ensuring the insurance needs and requirements of the complex
are kept current.
§ Developed long term maintenance
goals for 360 unit complex .
§ Approval of offsite contractors
and grounds maintenance.
§ Reviewed all insurance needs for
complex and submitted quotes for approval.
§ Insured continue compliance to
all policy requirements
NILES PARK DISTRICT
Park
District Summer Maintenance Assistance May
– August 2002, 2003
§ Renovated numerous park facilities including
constructing a decorative retaining wall, removing and installing playground
equipment, and resurfacing a multi-level driving range.
§ Designed and planted various landscapes
across multiple park facilities, caring for and updating them throughout the
summer season.
§ Constructed temporary facilities for park
sponsored events and provided maintenance and supervision throughout each
event.
Registration
Associate June
1997-May 2001
§ Provided information and customer service as
the first point of contact for program registration, special events and general
park district information.
§ Successfully and proactively supported the
program office, independently learning the electronic registration system,
streamlining data entry and registration processing through cross-functional
scheduling
Buildings
Supervisor June
1997-May 2001
§ Coordinated and managed the organization,
set-up, and supervision of private functions for Park District affiliated
organizations and independent groups at Park facilities.
§ Ensured facility safety and compliance to
Park District and Village codes and standards through regular inventory of all
safety equipment and supplies, daily environmental systems checks, and contract
enforcement with all rental groups.
Junior
Golf Program Instructional Assistant Summer
1998, 1999
§ Provided instructional support for a PGA
certified teaching professional in instructing children between the ages of 7
and 14 on the fundamentals of golf.
§ Coached students on an individual basis,
reinforcing the key skills and concepts learned in the group setting.
Education
Ripon College, Ripon, WI
B.A.
in History with a Secondary Education Minor
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