To secure a challenging position in a reputable organization where I can utilize my skills, knowledge, and experience to contribute to the growth and success of the company.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Truist Bank
03.2026 - Current
Open and maintain consumer and business deposit accounts, including checking, savings, money market accounts, and certificates of deposit (CDs).
Identify client financial needs and recommend appropriate banking products and services.
Educate clients on savings strategies, retirement planning conversations, and wealth-building opportunities through referrals to financial advisors.
Generate and submit applications for consumer loans, mortgage loans, home equity lines of credit (HELOCs), and other lending solutions.
Conduct financial reviews to deepen client relationships and uncover opportunities for additional products and services.
Provide exceptional customer service while building long-term relationships with clients and their families.
Assist clients with digital banking services, mobile banking enrollment, online account access, and payment solutions.
Support branch operations by processing teller transactions, including deposits, withdrawals, loan payments, check cashing, and account transfers.
Maintain compliance with banking regulations, security procedures, and Know Your Customer (KYC) requirements.
Collaborate with branch teammates to achieve sales, service, and operational goals.
Resolve account-related concerns and provide timely solutions to enhance the client experience.
Cross-sell banking products and services to help clients meet their financial goals.
Retail Banker
TD Bank
10.2023 - 03.2026
Assist customers with opening and maintaining personal and business accounts, including checking, savings, CDs, and specialty accounts.
Guide clients through consumer loan and credit card applications, ensuring accurate documentation and compliance with bank policies.
Provide personalized financial solutions by identifying customer needs and recommending appropriate banking products and services.
Support clients with account maintenance requests such as updates to personal information, wire transfers, stop payments, disputes, and overdraft inquiries.
Assist customers with digital banking services, including online and mobile banking enrollment, troubleshooting, password resets, and mobile deposit guidance.
Educate clients on financial products, fraud prevention, and account security best practices.
Ensure adherence to regulatory requirements, bank procedures, and compliance standards.
Collaborate with branch team members to meet sales goals and deliver exceptional customer service.
Handle sensitive financial information with accuracy, professionalism, and confidentiality.
Front Desk Administrator
FirstService Residential
08.2023 - 09.2023
Served as the first point of contact for residents, guests, and vendors, providing professional and courteous front desk support.
Assisted residents with inquiries regarding their homes, community policies, maintenance requests, and building services.
Coordinated with property management and maintenance teams to ensure timely resolution of resident concerns.
Supported the Lead Administrator with processing new resident applications, lease approvals, and required documentation.
Reviewed and organized housing applications for completeness and compliance with community guidelines.
Managed incoming calls, emails, and correspondence while maintaining accurate resident records.
Scheduled appointments, coordinated move-ins/move-outs, and maintained building logs and visitor records.
Ensured confidentiality of resident information and upheld company policies and procedures.
Cruise Specialist (Remote)
Norwegian Cruise Line
06.2022 - 08.2023
Handled high-volume inbound calls from travel agents and direct customers regarding cruise bookings, pricing, promotions, and itinerary details.
Assisted clients with new reservations, modifications, cancellations, and special requests while ensuring accuracy and compliance with company policies.
Provided detailed information on cruise itineraries, stateroom categories, onboard amenities, dining packages, and shore excursions.
Guided travel agents through booking systems and promotional offers to maximize sales opportunities.
Delivered exceptional customer service by resolving concerns, addressing complaints, and offering appropriate solutions in a timely manner.
Met and exceeded performance metrics including call handling time, booking conversion rates, and customer satisfaction scores.
Processed payments, applied discounts, and ensured accurate documentation of all customer interactions in CRM systems.
Collaborated with internal departments (e.g., shore excursions, guest services, finance) to resolve complex booking issues.
Maintained up-to-date knowledge of company promotions, fleet updates, and travel policies.
Teller
1Firstbank
03.2021 - 06.2022
Processed transactions, including deposits, withdrawals, and loan payments.
Balanced cash drawers and reconciled discrepancies.
Assisted customers with account inquiries and provided information on bank products and services.
Adhered to bank policies and procedures to ensure compliance with banking regulations.
Maintained a high level of customer service and professionalism.
Teller
Citibank
02.2018 - 02.2021
Processed customer transactions, including deposits, withdrawals, and check cashing.
Provided exceptional customer service by answering questions and resolving issues.
Promoted bank products and services to customers.
Balanced cash drawers and ensured accuracy of transactions.
Maintained knowledge of banking policies and procedures.