David Betancurt Email & Phone Number

Stamford, CT, US

Stamford, Connecticut, United States

Tarrytown, New York, United States

• Accounts Receivable
• Verify and post daily business transactions using QuickBooks Software. Responsible for calculating, preparing vendor bills and client invoicing.
• Review and follow up with customer aged invoices for payment. prepared monthly accounts receivable report for management.
• Manage Client relationships via phone and Email regarding all invoices and contracts. Answered questions and solved discrepancies. Accounts Payable
• Review vendor invoices, expense reports and check request. responsible for coding vendor invoices to proper general ledger accounts. Prepared a weekly Payable report and printed checks accordingly.
• Manage vendor relationships by reviewing invoicing and investigating discrepancies.Banking

Port Chester, New York, United States

• Apply full-scale banking consultation to develop long-term relationships with clients.
• Handle a wide range of banking functions to provide a seamless, personal banking experience for new and existing accounts, from start to finish.
• Lead by example to train tellers on universal functions, processes, and policies for career development and to maintain exceptional customer service branch record.

United States

• Manage and train four tellers on customer service, audits, operational risk, and compliance BSA.
• Create forms and processes to improve efficiency and customer experience.

Pereira, Colombia

• Digital Center Representative to Quality Analyst in 3 months.
• Generated an excellent trend of improvement/growth to all agents/staff through coaching sessions.
• Maintained ongoing, strong relationship based on client’s (AT&T) SOAR qualification methods.
• Audited and analyzed reports to find new opportunities, metric relations, and common trends.

Norwalk, CT

• Developmental coach for junior level staff.
• Lead for complex client issues within the branch by interfacing daily with multiple departments.
• Compiled and analyzed sales reports and SWOT analyses to market managers

Bridgeport CT

• Oversaw currency exchange market across People’s United Bank Headquarters.
• Liaison between corporate office and branch level, aiding in foreign currency transactions.
• Handled all compliance paperwork for entire firm, including high volume exchange transactions.

Cos Cob CT

• Primary branch operational manager responsible for high volume cashmanagement and inventory.
• Led Regional ‘Teller Capture’ system rollout across 2 states, and Bank of Smithtown conversion.
• Managed staff/scheduling for 15 associates, responsible for individual performance/development.
• Oversaw weekly, quarterly, and yearly branch audits for both internal and external auditors.
• Implemented bank wide sales initiatives by coaching staff to hit branch sales targets.
• Visited multiple branches to process reconciliation on ATM accounts to find discrepancies.

Education record

Business Management

Education record