Nicholas Teresi Email and Phone Number

Collect and review new account applications and documentation required to determine if they are within the Bank's risk tolerance guidelines and assign applications to Relationship Managers as appropriateo Perform due diligence on new small business deposit account applications, to asses risk and ensure compliance with BSA/AML regulationso Partner with Relationship Managers and collaborate with internal partners to ensure exceptional client experienceo Manage the external email inbox for Small Business Banking and resolve/respond as needed and or assign the email to the Relationship Manager for the relationshipo Manage inbound customer service cases and ensure a timely response as well as adequate resolutiono Act as the Small Business Banking SME to make recommendations and lead procedural and process enhancement initiatives for the groupo Owns Small Business Banking Process Maps and Procedureso Assists with Small Business Operations Management

-Managed weekly executive schedules to ensure that their time was focused on critical and strategic business operations.-Executed a variety of accounting activities such as preparing check requests, expense reports, purchase orders, and invoices each week.-Developed and organized 40+ client reports that highlighted important information for executives to maximize efficiency for upcoming meetings and events in Salesforce-Analyzed client data and reported relevant information into Salesforce-Researched and presented cost effective methods for shipping thousands of important documents to overseas offices

- Offered outstanding personal experience that fulfilled guests expressed and unexpressed wishes- Worked collaboratively as a team in my department/other departments to fulfill guests needs- Worked in a fast-paced environment while ensuring high quality service

- Provided friendly and effective help to students in the computer lab - Demonstrated problem solving skills to overcome challenges with students - Was a part of brainstorming and implementing new ways to further better the experience and accessibility for students in the lab

- Organized events for the candidate within the community- Provided precise and persuasive information to residents about the candidate- Accurately analyzed and documented public’s responses for campaign data- Trained new employees on the candidates positions and how to communicate that with the community

- Provided friendly, efficient customer service while building lasting relationships with customers- Gained organization, inventory, and brand knowledge - Increased valuable interpersonal communication skills

- Provided friendly, efficient customer service while building relationships with customers- Gained organization, inventory, and basic book balancing skills- Learned valuable interpersonal communication skills