Claudine Imad
Yarmouth Port,MA
Summary
Dedicated retail banker with expertise in loan processing and customer education. Proven ability to exceed sales goals while ensuring regulatory compliance and fostering long-term client relationships.
Overview
8
8
years of professional experience
Work History
Retail banker II
TD Bank NA
Orleans, MA
01.2023 - 01.2025
- Assisted customers with account inquiries and transactions.
- Processed loan applications and verified customer information.
- Educated clients on banking products and services available.
- Reaching sales goals and wealth referrals.
- Building long lasting trusted relationships with clients
Financial Services Associate
TD Bank NA
Orleans, MA
01.2021 - 01.2023
- Assisted clients with account inquiries and transaction processing.
- Collaborated with team members to ensure compliance with banking regulations.
- Facilitated the onboarding process for new financial products and services.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Meet customers financial needs.
- Coaching the team and decision making as I played a supervisor role in this position.
Customer Service Representative
TD Bank NA
Orleans, MA
01.2019 - 01.2021
- Assisted customers with account inquiries and transactions.
- Resolved customer complaints with effective communication and problem-solving skills.
- Educated clients on banking products and services to enhance customer experience.
- Fraud resolution
- Offering digital banking solutions
- Offering Notary Public services.
- I am currently a Notary public
Teller
TD Bank NA
Orleans, MA
01.2017 - 01.2019
- Processed customer transactions accurately and efficiently at TD Bank.
- Assisted customers with account inquiries and resolved issues promptly.
- Managed cash drawer and balanced funds at the end of each shift.
Education
Banking Skills And Training
TD University
11.2025 - 11.2017
Associate Degree in Business Management -
Notre Dame University Loueize
Kerman Lebanon 09.2001 - 09.2003
Program And Associate Degree - Business Accounting
Notre Dame University
Keserwan Lebanon , MA 09.1999 - 09.2001
Sainte Famille Francaise
Jounieh Lebanon Skills
- Loan processing
- Customer education
- Regulatory compliance
- Wealth referral generation
- Financial products sales
- Customer service experience
- Fluent in English, French and Arabic
- Communication skills
- Multi tasking
- Retail sales force
Timeline
Banking Skills And Training
TD University
11.2025 - 11.2017
Retail banker II
TD Bank NA
01.2023 - 01.2025
Financial Services Associate
TD Bank NA
01.2021 - 01.2023
Customer Service Representative
TD Bank NA
01.2019 - 01.2021
Teller
TD Bank NA
01.2017 - 01.2019
Associate Degree in Business Management -
Notre Dame University Loueize
09.2001 - 09.2003
Program And Associate Degree - Business Accounting
Notre Dame University
09.1999 - 09.2001
Sainte Famille Francaise