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DanNA Guerrieri

309 7^th Ave NW

Naples, FL 34001

239-233-9876

danna.guerrieri@yahoo.com

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 in February of 2011. 

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:

§   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.

SIENA AT OLD ORCHARD CONDO ASSOCIATION

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 at Old Orchard Condominiums

§   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:

§   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.

§   Prepare large currency transaction reports reporting transactions exceeding
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.

§   To look for and identify fraudulent transactions, forgeries, and counterfeit bills
according to established procedures.

§   Balance and verify contents of cash drawer daily.
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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