Ambar Medina
Manchaca,Texas
Summary
Experienced banking professional with over 2 years of proven success in exceeding sales targets and ensuring regulatory compliance. A detail-oriented team player with superior attention to detail, ethical conduct, and exceptional organizational abilities. Fluent in English and Spanish, with an Honors Bachelor of Science Degree (BSc). Currently pursuing a Forensic Accountant and Fraud Investigation Post Graduate Diploma at Algonquin College, acquiring advanced skills to detect and prevent fraud in today’s business world.
Overview
5
5
years of professional experience
Work History
Personal Banking Associate
TD Canda Trust
Kitchener
04.2022 - 03.2023
- Recognized as the recipient of the 2023 Q1 Quarterly Spotlight Award for exceptional leadership, unwavering commitment, and consistently surpassing ambitious sales targets
- Conducted comprehensive evaluations of client financial positions, identifying optimal banking products and solutions
- Achieved a 15% increase in branch sales through personalized financial advisement
- Key holder responsible for overseeing branch opening and closing procedures, ensuring a smooth and secure operational environment
- Authorized approver for higher transaction limits, provided valuable support to junior team members and maintained compliance with established protocols
- Served as the go-to subject matter expert on account terms and conditions for new customers, fostering customer trust and satisfaction
- Facilitated daily account administration, managing the entire lifecycle from account opening to closure
- Played a pivotal role in expanding responsibilities into Business Banking, contributing to account opening and maintenance processes
- Led customer credit assessments, proactively identifying customer needs ahead of the credit application process.
Customer Experience Associate
TD Canda Trust
Kitchener
09.2021 - 04.2022
- Executed financial transactions, including deposits, withdrawals, and bill payments, adhering to standardized operating procedures
- Utilized proactive listening skills to determine customer needs and recommend tailored solutions, consistently meeting performance standards for referrals and cross-selling
- Maintained a professional and courteous demeanor, ensuring customer satisfaction and contributing to a positive branch image
- Achieved precise control and accounting of the bank's cash assets through careful balancing of the cash drawer
- Responded to branch management requests by performing deposit services and other clerical duties, contributing to the efficient functioning of the branch.
Customer Service Agent
Aviation
Kitchener, Austin
07.2021 - 12.2021
- Conducted efficient verification of identification and travel documents, ensuring passengers boarded on time and adhering to aviation regulations
- Delivered exceptional customer service through active listening and effective interpersonal skills, contributing to positive passenger experiences
- Handled the preparation of customer invoices and efficiently processed payments, including managing refund and cancellation requests.
Customer Service Associate
Costco Wholesale
Guelph
10.2020 - 01.2021
- Demonstrated exceptional customer service by proactively engaging with Costco club members to understand their needs and preferences
- Collaborated with team members to maintain a clean and organized work environment, ensuring a positive shopping experience for customers
- Utilized strong interpersonal skills to address customer inquiries, resolve issues promptly, and foster a positive shopping atmosphere.
Office Assistant
Neuro Dynamics S.A
Panama City
03.2018 - 02.2019
- Managed client services, including the timely and accurate invoicing of services rendered, resulting in a 15% improvement in billing efficiency
- Handled fund collections and deposits, ensuring meticulous financial recordkeeping and adherence to accounting principles
- Corresponded with clients via both phone and email, addressing inquiries and providing comprehensive information about company services
- Coordinated the delivery of documents and medical equipment, ensuring timely and accurate distribution to clients and internal stakeholders
- Skills
- Digital expertise, proactive sales, Customer service, Communication skills, Cash Handling, Employee Training, Financial
- Advisement, Risk Management, Outstanding Leadership
Education
Post Graduate Diploma - Forensic Accountant and Fraud Investigation
Algonquin College
Canada 09.2023 -
Certificate of Higher Education - Business
Conestoga College
Canada 05.2001 -
Bachelor's Degree - Sciences
Santa Maria La Antigua University
Panama 05.2001 -
High School Diploma -
Jose Daniel Crespo High School
Panama 05.2001 -
Skills
Digital Expertise, Proactive Sales, Financial Advisement, Cash Handling, Outstanding Leadership, Multitasking and Organization, Employee Training, Risk Management Policies, Customer Service
Languages
English
Advanced
Spanish
Native
Timeline
Post Graduate Diploma - Forensic Accountant and Fraud Investigation
Algonquin College
09.2023 -
Personal Banking Associate
TD Canda Trust
04.2022 - 03.2023
Customer Experience Associate
TD Canda Trust
09.2021 - 04.2022
Customer Service Agent
Aviation
07.2021 - 12.2021
Customer Service Associate
Costco Wholesale
10.2020 - 01.2021
Office Assistant
Neuro Dynamics S.A
03.2018 - 02.2019
Certificate of Higher Education - Business
Conestoga College
05.2001 -
Bachelor's Degree - Sciences
Santa Maria La Antigua University
05.2001 -
High School Diploma -
Jose Daniel Crespo High School
05.2001 -
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