Caroline Pierre, Mba Email and Phone Number

Assist in managing the disability process at BERS, overseeing operations from application to final determination while ensuring accurate processing of service, salary, and benefits data. Coordinate with the Medical Board, Disability Committee and internal teams to streamline operations and maintain confidentiality for retirees and members.

A proactive and efficient Retirement Specialist with extensive experience working for one of the largest multi-employer, multi-tiered retirement systems (BERS) in the United States, which manages a $6 billion fund serving 55,000 members employed by agencies such as the Department of Education, the New York City School District, the School Construction Authority, and the Police Department.

A strategic and effective communicator who worked for one of Citibank’s multicultural community branch that managed 13 million in book of business and foster relations with clients to build loyalty

Analyzed and accomplished specific needs of new and existing customers by using appropriate products and services provided by the companyParticipated with all account opening processes, including checking, savings, estate and safe deposit box accounts, while presenting understanding on services.Successfully implemented international and domestic wide transfer during the identification of funds legitimacy. Offered extensive service activities with clients in retail, advance, premier, and business banking through personal interaction or alternate channel while maintaining efficiency, integrity, and professionalismApplied attention for details in performing operational functions in the branch to support sales personnel in processing applications, signature cards, check ordering, and know your customer (KYC) update to support all branch customer segments.Rendered hands-on assistance to leading customer service representatives to ensure proper servicing of banking needs and necessary overrides with due diligences for branch customers.Advanced collaborative measures with colleagues during branch morning huddle in trading related information focused on selling strategies, due diligence on operational duties, and customer digital engagement.Determined and responded promptly in all customers’ need, sourcing opportunities, and developing high-level awareness on what the company could offer and what is sets up apart from competitors.Strategically led sales professional’s process for each branch for account opening and maintenance, while ensuring compliance with all established bank KYC, anti-money laundering (AML), and operational standards.