CHELO JEAN BAPTISTE
Palm Springs,FL
Summary
Dynamic banking leader skilled in managing complex client relationships and delivering customized financial solutions. Committed to fostering a customer-centric culture while leading teams to achieve operational excellence and contribute to community outreach initiatives.
Overview
14
14
years of professional experience
Work History
Bank Manager
TD Bank
03.2025 - Current
- Oversee all branch operations, ensuring compliance with regulatory standards and internal policies.
- Lead, mentor, and develop a team of banking professionals to achieve individual and branch performance goals.
- Drove business growth by identifying new opportunities, building client relationships, and promoting bank products and services to increase client acquisition and retention.
- Managed branch budgets, financial reporting, and audit processes to ensure compliance and enhance operational efficiency.
- Open complex business accounts for clients, tailoring solutions based on their wealth profiles and lending needs.
- Ensure delivery of exceptional customer service and resolution of complex client issues.
- Implemented strategies that improved customer satisfaction and increased employee engagement through targeted initiatives.
- Manage and lead various project initiatives in community outreach events, strengthening the bank's presence and impact in the local community.
- Represent the branch in community and business development initiatives.
Assistant Store Manager
TD Bank
05.2024 - 03.2025
- Drove team engagement in proactive advice delivery, helping customers make informed decisions based on their complex banking needs, ultimately enhancing their financial confidence.
- Led a team of advisory and service professionals, guiding them to achieve individual and branch goals that enhance both customer and colleague experiences.
- Achieved established performance objectives through focused team leadership and strategic planning.
- Ensured efficient delivery of personalized, complex financial solutions while adhering to compliance and regulatory standards.
- Managed complex sales and advisory processes, coordinating multi-step interactions across systems and partnerships to enhance customer service.
- Developed team advisory skills through hands-on coaching and targeted feedback, improving overall service quality.
Retail Banker
TD Bank
07.2022 - 05.2024
- Managed customer accounts, offering tailored financial advice to meet individual client needs.
- Assisted customers with account inquiries, resolving issues to enhance overall customer experience.
- Processed financial transactions and ensured accuracy of records for compliance and customer satisfaction.
Sales and Service Leader
Bank United
02.2022 - 06.2022
- Led a team of sales associates to achieve quarterly sales targets and exceed customer satisfaction goals.
- Managed daily operations of sales and service team at financial institution.
- Developed strategies to enhance customer engagement and satisfaction levels.
- Trained staff on customer service protocols and product knowledge.
- Resolved customer inquiries and complaints promptly, enhancing customer retention.
Branch Supervisor
TD Bank
01.2018 - 02.2022
- Delivered exceptional customer service by opening accounts, processing loan applications, and addressing client concerns and complaints.
- Conducted sales calls to attract new clients and promote branch services.
- Empowered teammates through coaching to improve performance.
- Facilitated teammate development into new roles, supporting their career advancement.
- Prepared and reviewed operations/audits at the branch.
Assistant Head Teller
TD Bank
05.2012 - 01.2018
- Managed daily operations of teller department, enhancing service delivery and customer satisfaction.
- Guided tellers in skill development and service quality, resulting in improved customer interactions.
- Prepared and analyzed weekly reports on teller transactions and performance to support operational decision-making.
Education
AA - BUSINESS ADMINISTRATION
Palm Beach State College
HIGH SCHOOL DIPLOMA -
Park Vista High
Skills
- Financial analysis
- Team leadership
- Client relationship management
- Team leadership
- Multilingual communication
- Verbal communication
- Client relationship management
Awards
Recognized for taking ownership in new position at the store and making necessary changes to help improve store audits and employee performances.
Languages
- English, Advanced
- French, Advanced
- Creole, Advanced
Timeline
Bank Manager
TD Bank
03.2025 - Current
Assistant Store Manager
TD Bank
05.2024 - 03.2025
Retail Banker
TD Bank
07.2022 - 05.2024
Sales and Service Leader
Bank United
02.2022 - 06.2022
Branch Supervisor
TD Bank
01.2018 - 02.2022
Assistant Head Teller
TD Bank
05.2012 - 01.2018
AA - BUSINESS ADMINISTRATION
Palm Beach State College
HIGH SCHOOL DIPLOMA -
Park Vista High