Adrianny Lora Diaz
Old Bridge,NJ
Summary
To obtain a position in a field where my education and experience will be of value to my employer.
Overview
11
11
years of professional experience
Work History
Retail Banker
TD Bank
07.2022 - Current
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Collaborated with team members to achieve branch sales targets and enhance overall productivity.
- Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
- Managed risk effectively by adhering to bank policies and procedures during transactions.
- Contributed to a positive work environment by actively participating in team meetings and offering constructive feedback when appropriate.
- Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
- Identified opportunities for cross-selling financial products, resulting in higher revenue generation.
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Participated in community outreach events, representing the bank positively while establishing valuable business connections within the local market area.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Reached out, generated appointments and built new relationships to grow business.
- Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Streamlined account opening processes for improved efficiency and a better client experience.
- Improved teller accuracy by conducting regular audits and emphasizing the importance of attention to detail.
- Reduced transaction wait times through efficient multitasking and effective queue management techniques.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Calculated fees due, interest and change for customer transactions.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Trained new hires on customer service policies and procedures.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Consistently met or exceeded individual performance goals, contributing significantly to overall branch success.
- Supported branch operations by performing various administrative tasks such as filing, data entry, and report generation as needed.
- Enhanced overall client experience with prompt issue escalation and follow-up on outstanding concerns.
Home Furnishings and Sleep Consultant
Raymour & Flanigan Furniture and Mattresses
03.2019 - 05.2020
- Proficiently greeted and interacted with customers, discovered and identified customer needs and displayed merchandise
- Systematically maintained sales goals and selling standards as specified by management
- Reinforced customer selections and provided suggestions and odd-on sales
- Followed up with customers on a timely basis after delivery, solicited customers and coordinated delivery
Package Handler
Fedex Ground
11.2017 - 03.2019
- Loader Making sure the packages goes into the right door
- Operating loading and unloading equipment, coordinating their activities with other workers, and ensuring compliance with loading procedures
- Belt Picker (doing IC) Be involved in Unload, sometimes
Administrative Assistant (Secretary)
Cooperativa De Ahorros y Creditos Maimon, INC
06.2013 - 08.2014
- Responsibilities also include entering alphabetic, numeric or symbolic data from source documents into computer following format displayed on screen, making necessary corrections to information entered, compiling, sorting and verifying accuracy of data to be entered, reviewing errors reports and providing routine office support such as making copies, faxing, answering phones, prepares correspondence for mailing, and delivering and picking up correspondence
- Maintained logs of activities and completed work
Education
Sales Training Program
Careers
01.2019
Career - Educational Guidance (Counselor)
Universidad Tecnológica Del Cibao Oriental (UTECO)
01.2017
English Immersion Program
01.2016
Technical - Business Administration and Account
Politecnico Juan Sanchez Ramirez
Cotui01.2013
Skills
- Windows 95
- Windows 98
- Windows 2000
- Windows XP
- Windows Vista
- Windows 2007
- Windows 2008
- MS Office XP
- Lotus Note
- Mac OS
- Good Written Communication
- Good Oral Communication
- English
- Spanish
References
References are available on request.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Retail Banker
TD Bank
07.2022 - Current
Home Furnishings and Sleep Consultant
Raymour & Flanigan Furniture and Mattresses
03.2019 - 05.2020
Package Handler
Fedex Ground
11.2017 - 03.2019
Administrative Assistant (Secretary)
Cooperativa De Ahorros y Creditos Maimon, INC
06.2013 - 08.2014
Sales Training Program
Careers
Career - Educational Guidance (Counselor)
Universidad Tecnológica Del Cibao Oriental (UTECO)
English Immersion Program
Technical - Business Administration and Account
Politecnico Juan Sanchez Ramirez
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