Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Brian Allen

Boston,MA

Summary

  • Retail banking professional prepared to deliver exceptional customer service and effective financial solutions. Known for building strong client relationships and providing personalized banking advice. Reliable team player, adaptable to evolving needs, with strengths in account management and transaction accuracy.


  • Experienced with customer service, financial transactions, and client relationship management. Utilizes knowledge of banking products to offer tailored solutions. Track record of maintaining high accuracy in account management and driving customer satisfaction.


  • Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

15
15
years of professional experience

Work History

Retail Banker II Float

TD Bank
04.2019 - Current
  • Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
  • Collaborated with team members to achieve branch sales targets and enhance overall productivity.
  • Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
  • Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
  • Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
  • Consistently met or exceeded individual performance goals, contributing significantly to overall branch success.
  • Cross-sold credit cards, loans and other bank products.
  • Executed wire transfers, stop payments and account transfers.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Assisted customers with banking needs and inquiries.
  • Maintained friendly and professional customer interactions.
  • Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
  • Participated in community outreach events, representing the bank positively while establishing valuable business connections within the local market area.
  • Contributed to a positive work environment by actively participating in team meetings and offering constructive feedback when appropriate.
  • Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
  • Provided ongoing support for online banking platforms as necessary, guiding customers through setup processes or troubleshooting issues to ensure seamless digital transactions.
  • Streamlined account opening processes for improved efficiency and a better client experience.
  • Improved teller accuracy by conducting regular audits and emphasizing the importance of attention to detail.
  • Developed strong relationships with clients, creating lasting connections that contributed to business growth.
  • Reduced transaction wait times through efficient multitasking and effective queue management techniques.
  • Processed applications for new accounts.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Trained new hires on customer service policies and procedures.
  • Performed account maintenance by closing out accounts and changing customer addresses.

Security Guard

Securitas Security Services USA
09.2016 - 04.2019
  • Maintained a safe environment for staff and visitors through proactive surveillance and communication.
  • Checked identification of persons entering and exiting facility to eliminate unauthorized visitors.
  • Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
  • Provided excellent customer service to clients while maintaining vigilance in addressing security concerns or issues that arose onsite.
  • Remained calm, assertive, and mindful to think critically and problem solve during stressful situations.
  • Deescalated potentially volatile situations through effective conflict resolution techniques, protecting property and individuals from harm.

Cashier

Stop & Shop
08.2014 - 09.2016
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Performed cash, card, and check transactions to complete customer purchases.
  • Handled cash with high accuracy and took care to check bills for fraud.
  • Used POS system to enter orders, process payments and issue receipts.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.

Cashier

Price Rite Marketplace
04.2014 - 08.2014
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Enhanced customer satisfaction by providing efficient and accurate cash transactions.
  • Contributed to clean and safe shopping environment, performed regular sanitation of checkout area.
  • Reduced processing errors by meticulously following transaction procedures.

Cashier

Burlington Coat Factory
11.2013 - 04.2014
  • Built relationships with customers to encourage repeat business.
  • Managed inventory levels effectively, reducing stock shortages and minimizing wastage.
  • Facilitated positive shopping experience, greeted customers warmly upon entry.
  • Ensured accuracy in financial transactions, reconciled cash with receipts daily.
  • Strengthened team morale and cooperation by assisting coworkers during peak hours.
  • Boosted team efficiency, shared best practices in cash handling and customer interaction.
  • Increased sales of promotional items by informing customers about current offers.
  • Handled cash with high accuracy and took care to check bills for fraud.

Cashier

Walmart
05.2012 - 07.2013
  • Helped customers complete purchases, locate items, and join reward programs.
  • Assisted customers with returns, refunds and resolving transaction issues.
  • Stocked, tagged and displayed merchandise as required.
  • Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.
  • Contributed to store success by maintaining high standards of cleanliness throughout the facility.
  • Promoted store promotions and incentive programs to increase overall sales revenue.
  • Reduced processing errors by meticulously following transaction procedures.
  • Implemented loss prevention strategies, reducing instances of theft at checkout.
  • Operated cash register to record transactions accurately and efficiently.

Stock Assistant

Dollar Tree
11.2011 - 05.2012
  • Optimized storage space usage through efficient organization and arrangement of items within the warehouse facility.
  • Provided backup support during peak times or staffing shortages, demonstrating versatility and adaptability in contributing to various tasks.
  • Unloaded, sorted and stocked merchandise according to store layout and product placement.
  • Performed inventory control, such as counting, and stocking merchandise.
  • Kept aisles clear and clean while restocking to prevent accidents and enable others to easily pass by.
  • Transported merchandise pallets to move in warehouse.
  • Disposed of damaged or defective items or coordinated returns to vendors for covered items.

Truck Unloader

Macy's
10.2009 - 06.2010
  • Loaded and unloaded materials onto or from pallets, trays, racks and shelves by hand.
  • Minimized product damage during unloading, utilizing proper lifting techniques and handling equipment.
  • Handled packages with care while transporting from truck to loading dock.
  • Sorted and properly arranged items.
  • Achieved smoother workflow, collaborating effectively with team members to unload trucks quickly and efficiently.
  • Unloaded packages with care and placed in proper staging area.
  • Unloaded items and goods from trucks into main storage area for transfer to shelves.
  • Assisted other team members in navigating large loads.
  • Promoted a clean working environment by disposing of waste materials properly and maintaining cleanliness in the unloading area.
  • Trained team members to use proper loading and unloading techniques and comply with safety procedures.

Education

High School Diploma -

Tech Boston Academy
Dorchester, MA
06-2007

Skills

  • Branch operations
  • Cash handling
  • Cash handling proficiency
  • Credit analysis
  • Consumer banking
  • Fraud prevention
  • Customer education
  • Vault teller operations
  • Safety deposit access management
  • Positive attitude
  • Bank product sales
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Honest and dependable
  • Time management
  • Reliable and responsible
  • Attention to detail
  • Problem-solving abilities
  • Customer service excellence
  • Team cooperation
  • Team collaboration
  • Organizational skills
  • Team leadership
  • Active listening
  • Pleasant and personable
  • Team building
  • Self motivation
  • Product knowledge
  • New account setup
  • Account security
  • Fraud detection
  • Sales techniques
  • Account services
  • Account balancing
  • Identity verification
  • Professionalism

Accomplishments

  • SMS Relay Award - October 2020: Lead the branch by distributing out the most marketing text messages sent to our customers in the greater Boston region to help promote our product services for credit cards, checking & savings accounts, and knowledgeable information on how our online banking app helps accommodate our daily banking necessities


  • Guardian Angel Award - January 2021: Prevented a $4000 fraudulent withdrawal from a customer who did not have a matching signature on file, along with an unauthenticated age description on the identification that was presented


  • Discovery Sessions Award - January 2021: Lead the Branch by completing the most documented customer observations through profile inventory for which product service(s) customers could benefit from and what could we help accommodate them for


  • 2022 TD WOW! Award Winner - February 2022: Led all tellers in the Boston region in Solution & Referral points with a residential mortgage loan referral


  • Store MVP Award - May 2023: Voted as Store MVP from my branch manager by receiving 4 perfect customer survey’s, surpassing my goal for the quarter by over 25,000 solution & referral points, and being a mentor & leader to my colleagues

Timeline

Retail Banker II Float

TD Bank
04.2019 - Current

Security Guard

Securitas Security Services USA
09.2016 - 04.2019

Cashier

Stop & Shop
08.2014 - 09.2016

Cashier

Price Rite Marketplace
04.2014 - 08.2014

Cashier

Burlington Coat Factory
11.2013 - 04.2014

Cashier

Walmart
05.2012 - 07.2013

Stock Assistant

Dollar Tree
11.2011 - 05.2012

Truck Unloader

Macy's
10.2009 - 06.2010

High School Diploma -

Tech Boston Academy

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Brian Allen