1. JAMES VALENTINO
38 Roosevelt Avenue, Staten Island, NY 10314 | (646)-294-2938 | jdvalentino@gmail.com
PROFESSIONAL SUMMARY
Highly motivated professional who effectively serves as the first point of contact for all employee related issues and concer ns.
Fully capable of handling all aspects of finance, human resources, office management, employee relations as well as some
experience with facility oversight. Over a decade of experience in the banking, customer service, human resources, and
accounting sectors. A self-starter and adept problem solver who works well as both a team leader and member in a team
environment.
WORK EXPERIENCE
Person centered Care Services – Finance Coordinator/ Facilities Manager, Feb 2016 to July 2016 Staten Island, New York
 Coordinate accounts payable and receivables
 Process deposits, cut checks and send out billing.
 Liaison with vendors for new services and equipment
 Handle all purchase orders for company.
 Research items needed for facilities and IT.
 Main Information Technology contact for all electronic information and devices
 Trouble shoot all It related issues and fix or contact IT or vendor for solutions
 Facilities walkthroughs and minor fixing of issues (broken faucet, hang TV’s etc.)
 Fleet management – m aintain all company vehicles and inspect monthly for any issues
 Main contact for vendors and setting up new services related to facilitiesand technology
Crossroads Unlimited Inc. – Finance Manager, August 2011 to January 2016 Staten Island,New York
 Coordinate all accounts payable, receivables and employee payroll
 Process and reconcile deposits asw ell as troubleshoot any issues that arise
 Payroll from receiving timesheets to processing and reconciling.
 Work alongside the CFO to gather reports for yearly fiscal report and audit
 Liaison with vendors for new services and equipment
 Assist employees in enrollment for benefits
 Schedule background checks for all current and prospective employees
 Maintain office overhead accounts such as phone service, rent, supplies, copier leases
 Post receipts to appropriate general ledger accounts
 Monitor payments due from clients and promptly follow-up on aging AR when it becomes flagged
 Reconcile discrepancies between accountsreceivable general ledger account and accounts
receivable trial balance account
 Research and resolve accounts payable discrepancies
 Balance monthly general ledger accounts to a ccurately record cost and month-end accruals
 Rev iew all expense reports for accuracy and proper expense disclosure
Signature Bank – Training Associate, September 2009 to April 2010 New York, New York
 Training Associate responsible for new hires in Manhattan, Brookly n and Staten Island
 Responsible for the training of new em ploy ees w hich inclu ded the filling ou t of new hire docu m entation,
disclosure of Signature Bank’s policies and procedures as well asu se of all systems, navigation of company
Intranet and account documentation
 Met w ith other departments to acquaint new hires on the company hierarchy and whom to report to for specific functions
 Worked in conjunction with vendors to develop training modulesw iththe most benefit at an acceptable cost to the organization
 Aided in the development of a new banking /teller platform as well as new scanningsystem
 Used everyday training procedures t o improve and update manuals and trainingaids
Signature Bank – Client Service Representative, May 2009 to September 2009 New York, New York
 Client Service/ Online Banking Associate in a highvolume call center
 Handled accounts for 75 private client teams asw ell as for 25 bankingbranches

2.  Assisted clients over the telephone withany and all inquiries
 Provided client information and performed services such as balance inquiries, account history, transfer of funds, stop payments and
ATM/ACH Fraud claims
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 Dev eloped end u ser trainingand troubleshooting for the online banking and bill pay services
 Data entry duties included the processing of special bank rates as well as statement maintenance
 Worked closely withall departments to ensure dataaccuracy as well as brainstorm new procedures and processes
 Instrumental in improving customer-satisfaction ratings through suggestion, development, and implementation of new reporting procedures
 Increased employee knowledge by assisting with development and implementation of product-awareness program
 Taught Client Services Departmentnew computer system as well as wrote training aids for the new system
 Helped w iththe development and implementation of new banking and office procedures
Sovereign Bank – Personal Banking Representative Supervisor, September 2003 to May 2009 Staten Island,New York
 Personal Banking Representative in a highprofile location with a large consumer and business deposit base
 Responsible for the opening, closing, and daily management of consumer and business accounts
 Analyzed and identified the financial needs of each customer and matching them to an appropriate product
 Other customer service duties included accountresearch and resolving disputes
 Sales duties included the sellingand crossselling of bank offered personal and business products such as personal and business loans, credit
cards and deposit accounts
 Managed a personal portfolio of 250 plus personal customer relationships
 Instrumental in improving customer-satisfaction ratings through suggestion, development, and implementation of new reporting procedures
 Increased employee knowledge by assisting with development and implementation of product- awareness program
 Kept track of branchsignage in keeping with federal bankinglaws and bank sales and compliance
 Received outstanding positive comments from team members on employee reviews as well as exceptional feedback from senior management.
Staten Island Bank and Trust / Independence Bank – Customer Service Representative Staten Island,New York
 Cu stomer Service/ SalesRepresentative in a highvolume call center handling service for 150 plus branches
 Call center duties included resolving customer service inquiries regarding balance, status of incoming and outgoing transactions, loan
servicing, explanation of bank policies and online banking service
 Sales duties included the openingof new accounts including all types of loans and mortgage
 Advanced knowledge of proprietary networks, systemsand problem solving skills
 Aided during merger of various institutions such as SI Bank & Trust, Independence Community Bank and SovereignBank
 Was highly involved in the training of all new employees
 Ongoing compliance training on Federal BankingLaws and product knowledge.
CERTIFICATIONS AND SKILLS
October 2011 American Management Association Training Human Resources Course
Quickbooks, Microsoft Outlook, Excel, Word, PowerPoint, Access and One Note
Adobe Photoshop and Acrobat Professional
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