Ashley Poe
Banking Associate
Mount Vernon,NY
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
2026
2026
years of professional experience
4
4
years of post-secondary education
Work History
Banking Associate
TD Bank
6 2023 - Current
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
- Assisted customers with completing loan applications and signing up for digital services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
- Implemented effective cash handling policies that minimized discrepancies between recorded transactions and actual balances held at the end of each business day.
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Contributed to branch growth by actively participating in community outreach events, raising awareness of bank offerings and fostering goodwill among local residents.
- Optimized time management skills by prioritizing tasks based on urgency levels while meeting strict deadlines and maintaining attention to detail.
- Executed wire transfers, stop payments and account transfers.
Senior Bank Teller
TD Bank NA
10.2014 - 06.2023
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Identified potential needs through observation, questioning and listening
- Received car loan, home loan and other payments and posted to accounts
- Provided customers with appropriate literature on banking products and services
- Investigated and promptly resolved issues with patron accounts
- Answered inquiries regarding checking and savings accounts and other related products
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Maintained friendly and professional customer interactions
- Established rapport with new clients to increase satisfaction and loyalty
- Counted, verified and handled bank deposits and armored car transactions.
Cashier Team Lead
Zara USA
09.2010 - 10.2014
- Quickly and accurately counted drawers at start and end of each shift
- Performed store opening, closing and shift-change actions and kept accurate shift-change logs
- Led opening and closing procedures and conducted cashier drops, cash control, and vault monitoring
- Operated POS cash register and equipment to collect payments
- Trained team members on cash register operation and cash handling
- Supervised cashiers to boost customer service levels, check accurate balance for transactions, and promote smooth operations
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
Education
Bachelor of Arts - Hospitality Management
Monroe College
New Rochelle, NY 09.2005 - 04.2009
Skills
Cash Handling
Consumer banking
Complex problem-solving
Compliance, banking laws and regulations
Accomplishments
2015-2017, Wow! Star Nominee at TD Bank for exceptional customer service and exceeding sales.
Timeline
Senior Bank Teller
TD Bank NA
10.2014 - 06.2023
Cashier Team Lead
Zara USA
09.2010 - 10.2014
Bachelor of Arts - Hospitality Management
Monroe College
09.2005 - 04.2009
Banking Associate
TD Bank
6 2023 - Current
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