Marli Ramirez Email & Phone Number

United States

United States

United States

White Plains, New York, United States

Peekskill, New York

• Managed $30 million in assets for existing clients.• Acquired new customer relationships while working closely with internal business partners; Chase Private Clients, Business Bankers, Financial Advisors and Loan Officers.• Emphasis on growing balances and increasing revenues by working with a broad array of financial products and services.• Handled both customer and employee questions and concerns while overseeing branch operations in the managers absence.

Westchester County, New York, United States

Handled all aspects of financial transactions for the bank’s clientele, responsible for audit compliance, hiring , training and supervision of the teller line.• Worked closely with Branch Manager to clearly communicate core priorities to achieve sales goals.• Manager on duty in the absence of the Branch Manager.

Westchester County, New York, United States

• Responsible for audit compliance, loss exposure as well as fraud and risk prevention. Ensured all financial transactions were completed properly. • Worked closely with Branch Manager to clearly communicate core priorities to achieve sales goals.• Cash handling • Processed customer transactions accurately and in compliance with banking procedures.• Promoted products and referred customers to our sales team.

Westchester County, New York, United States

Teller Line Supervisor• Cash handling • Processed customer transactions accurately and in compliance with banking procedures.• Promoted products and referred customers to our sales team.

Westchester County, New York, United States

• Cash handling • Processed customer transactions accurately and in compliance with banking procedures.• Promoted products and referred customers to our sales team.• Acted as Lead Teller in the absence of my supervisor.