Citibank Sr Executive Administrative Assistant

Kathleen Pasqualone

** ***** **** **** ********, NJ 07405

********.****@*****.***; 281-***-****

OBJECTIVE

To shift into a new role where I can apply my expertise in financial analysis, project, client and account management, sales and event planning, to promote business and optimize growth.

CORE COMPETENCIES

•Financial Analytics • Staffing • Office Management • Negotiations • Project Management • Events • Detail Oriented

Client Relations • Sales • Organization • Planning • Independent • Resourceful

PROFESSIONAL EXPERIENCE

Citibank, N.A. Aug 2023-Aug 2024

Business Coordinator

Executive level liaison and administrative support for the National Strategy Team(C-Suite), focusing on business logistics and reporting.

•Assist in launching new Marketing campaigns.

•Communicate, coordinate and negotiate with IT, Marketing, and equipment vendors.

•Responsible for paying outside vendors up to $500,000 invoices.

•Point of contact and owner of CMOS application; provide and maintain access for an audience of ~200 users

•Provide updates and communication for all banking segments.

•Produce and provide compliance training reports to an audience of ~500 bankers.

•Executive level calendar, travel and expense management.

•Scheduling and coordinating high level executive meetings across the country.

•Maintain strict confidentiality

Citibank, N.A. Oct 2021-Aug 2023

National Small Business Healthcare and Cash Management Executive Administrative Assistant

•Coordinate and plan Healthcare Tradeshows across the United States

•Produce and provide compliance training reports to an audience of ~50 bankers.

•Coordinate and plan National annual training trips.

•Produce and provide weekly, monthly, quarterly sales reports.

•Ensure compliance reporting is completed in time for audits.

•Onboard new employees.

•Assist in employee and HR relations.

•Communicate with outside vendor and customers.

•Responsible for ordering and paying for new equipment.

•Responsible for reconciling corporate cards of direct manager and terminated employees.

•Proficient in multiple Citibank operated applications and programs.

•Executive level calendar, travel and expense management.

•Scheduling and coordinating high level executive meetings across the country.

•Provide general administrative and secretarial tasks.

•Maintain strict confidentiality

Citibank, New York, NY Oct 2014- May 2021

Retail Banking Executive Administrative Assistant

Provide administrative and office support to Sales Director in the Retail division within the NYC Downtown Financial Area, as well as Operations, Human Resources, Small Business, and Wealth/Investments partners.

•Employee Relations Liaison with upper management.

•Analyze and track production on an annual, quarterly, monthly, weekly and daily basis.

•Interpret transaction and production volume to optimize available budget.

•Responsible for Time-sheet approval and overrides.

•Coordinate and facilitate staffing for 200+ employees.

•Facilitate, moderate and prepare conference calls and Monthly meetings, as well as interview days.

•Create excel worksheets and Power Point decks and files based on specific requests.

•Prepare weekly, monthly, quarterly and annual reports for multiple business lines including, Sales, Recruitment, Investment, Small Business, and Wealth Management.

•Handle confidential files and distribute Retail management’s quarterly and annual payouts.

•New Hire/Candidate Liaison.

•Finalize onboarding for new hires.

•Coordinate potential candidates for open roles & set up interviews.

•Maintain strict confidentiality from privileged conversations, emails, reporting, etc

TD Bank, New York, NY March 2012-Oct 2014

Retail Banking Administrative Assistant II

Provide administrative and office support to employees in the Retail division within the West/Bronx region, as well as Commercial, Marketing, Wealth/Investments and Human Resource partners.

•Coordinate and plan marketing events, meetings, dinners and bank-wide parties such as branch Grand Openings and bank-sponsored events such as concerts, sports games, dinners, parties, luncheons etc.

•Source existing clients for venues, caterers and vendors and act as liaison for events and negotiate service prices.

•Assisting in the creation and approval of formal/digital invitations to high-profile internal & sponsored events.

•Work in a corporate environment efficiently and closely with other business partners such as Marketing, Human Resources, Commercial Lending, Credit, and Global security.

•Reporting directly to Senior Management of the bank’s Metro New York Market to assist with various sponsorships and broad-topic day-to-day issues.

•Tracking, routing, and solving corporate customer complaints submitted through several media outlets including social media (Twitter, Facebook) as well as Chairman’s office comment cards, BBB, etc.

•Create on boarding maps and training schedule for new employees as well as provide mentoring and training schedule.

Enterprise Rent-a-Car, Hackensack, NJ Jan 2012- March 2012

Management Trainee

Provide excellent customer service while generating sales. Learn how to maximize profits by implementing action plans and team work.

•Received highest Customer service feedback on a visit by visit basis with a 90% “Completely Satisfied”.

•Source and develop potential clients.

•Market Company to the community.

•Offer exceptional customer service.

•Perform operational duties.

Verizon Wireless World, East Rutherford, NJ May 2011-Jan 2012

Sales Representative

Provide excellent customer service while generating sales. Self-motivated in learning new products and technology.

•Promote Verizon: Fios, Wireless, and HSP.

•Met and exceeded Goals in Monthly Fios Sales 5 out of 8 months.

•Maintain customer accounts.

•Analyze customer data.

•Develop and maintain customer relationships.

•Cold Call active or potential customers.

EDUCATION

Iona College New Rochelle, NY Aug 2007- May 2011

Bachelor of Arts in Communication Studies

Academic Scholarship: 2007-2009,

Athletic Scholarship: 2007-2009

Academic Deans List: 2009, 2010

Wykagyl Country Club Academic Scholarship: 2009-2011

Women’s Water Polo Team Captain 2011

Speech Pathology Clinical Intern 2011

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