Marko Polo Email & Phone Number

Leesburg, Virginia, United States

• Open accounts for new customers and prepare new account paperwork, applications and request the required identification.• Identify the needs of new and existing customers and offer appropriate services currently available.• Promote banking services to current and potential customers.• Assist in community awareness events to increase bank outreach and foster new business opportunities.• Answer questions and customer concerns regarding checking and savings accounts.• Proactively identify and inform customers of account status deficiencies and disputed transactions while providing options to resolve.• Process and post various loan payments, record information in the database and issue a receipt confirming the transaction.

Leesburg, Virginia, United States

• Established credibility with clients/creating a friendly rapport with customers.• Balanced main cash vault on a daily basis (up to $175k.)• Used basic accounting knowledge to balance drawers, perform monthly and quarterly audits, and handle moreadvanced teller transactions.• Processed standard teller transactions for customers, including servicing client accounts, accepting loanpayments, and issuing official checks.• Balanced and performed audits for ATM machine (up to $40k.)• Emphasis on efficient, friendly, and knowledgeable service and sales.• Distinguished as a top sales performer in the Fairfax-west region for 2021 and 2022.

Leesburg, Virginia, United States

• Managed 5 HOA communities in the Northern Virginia area.• Provided a high level of customer service, answering phone calls, and responding to emails and othercorrespondence in a timely fashion.• Composed financial reports with reconciled bank statements and financial packages.• Drafted/updated budgets on an annual and monthly basis (upwards of $200k.)• Reviewed and drafted HOA policy, documentation/maintaining of records, and vendor contracts.• Streamlined operations by communicating efficiently with clients and keeping detailed records.• Introduced effective emergency resolutions and managed special projects for board members.• Spearheaded annual meetings to present financial data, propose budgets, reevaluate communityguidelines/policy, settle member disputes, and answer questions.

Bachelor Of Business Administration - Bba, Accounting And Finance

Associate Of Science - As, Business Administration And Management, General, 3.4 Gpa

Career Studies Certificate, Business Management: Business Information Technology, 3.70 Gpa