Bonita Long

Bedford

Summary

Proficient Financial Services Representative with extensive experience in offering tailored financial solutions and banking guidance. Strong background in client relationship management and financial account analysis, resulting in increased portfolio growth and improved client engagement. Notable for adaptability and productivity, with a focus on regulatory compliance and problem-solving. Effective communicator with excellent time management skills, dedicated to delivering superior service. Hands-on, client-oriented banking professional implements thoughtful investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.

Overview

years of professional experience

Certification

Work History

Financial Services Representative

TD Bank

Bedford

04.2021 - 04.2025

Cultivated and strengthened client relationships to ensure satisfaction and retention.
Provided front-line coverage, greeting and assisting walk-in customers to promote positive experiences.
Educated clients on banking services using assistive software tools.
Conducted outbound calls to existing clients to discuss banking products and services.
Facilitated referrals to business partners for wealth solutions tailored to client needs.
Delivered supervisory support by managing teller transaction overrides and balancing vault under dual control.
Led team huddles to inspire teller conversations that generated referrals to financial advisors.

Education

High School Diploma -

Milton High School

Milton, VT

Skills

Client relationship management
Banking services education
Regulatory compliance
Financial products knowledge
Data entry
Team leadership
Communication skills
Problem solving
Outbound calling

Banking regulations compliance
Sales referrals generation
Effective communication
Time management
Active listening
Customer service orientation
Professionalism
Attention to detail