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SERENA L DELONE

Los Angeles, CA
LEARNING AND DEVELOPMENT

SUMMARY
As an experienced professional with over eight years in the financial sector, I am
embarking on the next phase in my career to specialize in Training and
Development. My studies in Organizational Leadership with a focus on Project
Management at Arizona State University have inspired an innate capacity for
bridging the gap between understanding and productivity. I am interested in
bringing my knowledge and abilities to a new employer, as I am eager to teach and
help individuals understand their positions better.

SKILLS
Solid experience with PowerPoint, Excel, Outlook, and Word
Ability to work interdependently within a team
Responds promptly to innovations and opportunities
Proficiently designed and delivered training programs on a variety of systems
Streamlined department operations by effectively gathering all known
information to develop working guides for existing and new colleagues

EDUCATION
BACHELOR OF ARTS
Organizational Leadership - Project Management
Arizona State University | 2022 - 2024

EXPERIENCE
CITY NATIONAL BANK - LOS ANGELES, CA
ADMINISTRATIVE SPECIALIST | APR 2022 - PRESENT
Identified communication channels to establish a plan for distributing
important information.
Created and updated records and files to ensure compliance with document
regulations.
Provided top-notch administrative support to the office staff to promote
excellence in office operations.
Managed mail, packages, emails, document transmissions, and other types of
data using both manual and automated tracking strategies.
Managed incoming and outgoing mail, ensuring that it was sorted, opened, and
routed according to business requirements.
Maintained the inventory of supplies by regularly checking the stock and
ordering new supplies when the inventory ran low.

QUALITY ASSURANCE IMPLEMENTATION & TRAINING ASSOCIATE I | DEC


2020 – APR 2022
Train both new hires and existing colleagues on how to process and
conduct quality control for new and maintenance requests to complete
daily tasks.
Created effective and efficient guides that colleagues can reference during
and after training.
Ensured that all colleagues were fully capable of completing necessary tasks,
and regularly updated management on each individual’s progress.
Thoroughly review an array of product requests and verify their accuracy.
Used Quality Assurance position to identify training opportunities and needs
for the department.

TREASURY MANAGEMENT IMPLEMENTATION REPRESENTATIVE III |


APR 2019 – DEC 2020
Provided a variety of daily support functions which generally included,
setting up new accounts/clients on applicable systems, assisting clients
with daily maintenance of their accounts
Ensure operational integrity of accounts and process transactions
according to bank policies and procedures and Service Level
Agreements
Keep abreast of current industry trends and changes in regulations
impacting treasury management operations

RELATIONSHIP BANKER ASSOCIATE | JUNE 2017 – APR 2019


Maintain a small list of inherited and personally acquired clients
Organize bi-weekly work schedules for tellers
Complete weekly supply orders for the branch
Daily correspondence with other branches to provide additional client
assistance

CLIENT REPRESENTATIVE | OCT 2017 – JUNE 2017


Provides account services to customers by receiving deposits and loan
payments; cashing checks; issuing savings withdrawals; recording
night and mail deposits; selling cashier's checks
Answering questions in person or on the telephone; referring to other
bank services

CITIBANK - WESTWOOD, CA
BANK TELLER | AUG 2015 – OCT 2016
Increased teller authority which includes providing overrides when
needed, verifying large deposits, and providing signatures or advice on
how to best assist the client's needs
ATM custodian with specific duties that include withdrawing deposited
cash and checks, adding cash when needed, providing technical
repairs, and making sure the ATM is running properly for daily access
Provides account services to customers by receiving deposits and loan
payments; cashing checks; issuing savings withdrawals; recording night
and mail deposits; selling cashier's checks, answering questions in
person or on the telephone; referring to other bank services

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