Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Banking Associate
TD Bank
16830 Collins Ave, Sunny Isles Beach, FL 33160
04.2023 - Current
Collaborated with other departments to confirm compliance with banking procedures and regulations.
Opened, closed, and updated accounts for customers.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Educated customers on features and benefits of banking products and services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Balanced teller drawers.
Evaluated client financial positions and identified most appropriate banking products.
Verified customer identity and reviewed documentation for accuracy.
Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Referred customers to other banking departments for specialized services.
Executed wire transfers, stop payments and account transfers.
Maintained friendly and professional customer interactions.
Counted, verified and handled bank deposits and armored car transactions.
Educated customers on online banking and mobile banking applications.
OPERATIONS MANAGER
CVS Pharmacy
9578 Harding Ave, Surfside, FL 33154
01.2022 - 03.2023
Supervised operations staff and kept employees compliant with company policies and procedures.
Developed systems and procedures to improve operational quality and team efficiency.
Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
Led hiring, onboarding and training of new hires to fulfill business requirements.
Supervised operations team to support operational excellence and excellent customer service.
Communicated with customers to assess satisfaction with products and services received.
Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Managed purchasing, sales, marketing and customer account operations efficiently.
Actively listened to customers, handled concerns quickly and escalated major issues to the manager.
Offered advice and assistance to customers, paying attention to special needs or wants.
Investigated and resolved accounting, service and delivery concerns.
Cross-trained and provided backup support for organizational leadership.
Utilized customer service software to manage interactions and track customer satisfaction.