Melissa T. Perry
Bridgewater
Summary
- Dedicated banking professional with over 20 years of experience in financial services, customer relationship management, and account operations. Seeking an Account Specialist role to leverage expertise in account servicing, financial transactions, and customer retention. Proven ability to provide top-tier client support, streamline banking processes, and drive business growth through strategic product recommendations and service excellence.
- Over 20 years of experience in banking and financial services, including 11 years at Rockland Trust.
- Expertise in consumer and business account management, loan servicing, and financial transactions.
- Strong knowledge of banking platforms, including Salesforce, Horizon, Q2, and Origination access.
- Excellent customer service skills, adept at resolving account issues and fostering client relationships.
- Proven ability to meet sales targets and generate referrals for banking products, including mortgages, credit cards, and CDs.
- NMLS and Notary Public certified.
- Strong organizational, problem-solving, and communication skills with a focus on accuracy and efficiency.
Overview
11
11
years of professional experience
Work History
Banker I
Rockland Trust
10.2022 - Current
- Manage consumer and business accounts, ensuring compliance with banking regulations and customer needs
- Provide expert financial guidance, opening credit cards, processing CD and IMG referrals, and servicing payments
- Leverage Salesforce to track customer interactions, manage referrals, and optimize sales opportunities
- Generate mortgage referrals and work closely with lending teams to facilitate loan applications
- Independently handle account maintenance, ownership changes, and contact note updates to enhance client retention
Banker I
Rockland Trust
12.2021 - 10.2022
- Completed Platform training in March 2022, expanding expertise in financial product offerings
- Processed high-volume debit card transactions, stop payments, and ownership modifications
- Assisted customers with Elan credit card applications and origination access
- Utilized Q2 digital banking system to streamline account servicing and support customers
Teller II
Rockland Trust
04.2014 - 12.2021
- Conducted daily teller transactions, including cash handling, check processing, and loan payments
- Processed consumer and home equity loan payments while ensuring compliance with banking policies
- Maintained exceptional accuracy in balancing cash drawers and processing financial transactions
- Consistently exceeded quarterly referral targets for banking products and services
- Recognized with multiple 'You Make a Difference' awards for outstanding customer service
Education
Bachelor’s Degree - Marketing
Bridgewater State University
Bridgewater, MA01.1993
Associate’s Degree - Fashion Merchandising
Endicott College
Beverly, MA01.1990
Skills
- Customer service
- Cash handling
- Creative thinking
- Cash management
- Customer Service-oriented
- Relationship building
- Developing customer relationships
- Follow-up skills
- Regulatory compliance
- Sales proficiency
- Employee training assistance
- Account servicing
- Money handling
- Teller support
- Check cashing and withdrawals
- Meeting sales goals
- Account openings
Timeline
Banker I
Rockland Trust
10.2022 - Current
Banker I
Rockland Trust
12.2021 - 10.2022
Teller II
Rockland Trust
04.2014 - 12.2021
Bachelor’s Degree - Marketing
Bridgewater State University
Associate’s Degree - Fashion Merchandising
Endicott College
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