Supervise day-to-day team activities to ensure operational excellence and compliance with policies and procedures to mitigate risk and protect the Bank and Customers
Coaches Teller and Relationship Bankers on financial transactions, Customer experience, effective referral opportunities and operational excellence
Responsible for Vault Management, including the auditing, reporting, and balancing of the Store Currency and transactions
Manage the Store currency levels, tracks currency shipments and deliveries
Achieved 100% Store Operational Excellence score for every quarter in 2023
LEI Champion with a score of 115.9% YTD and Wealth Champion with 62 referrals YTD
1.1 MM High net worth closing and 450k Mass Affluent YTD.
Banking Associate
TD Bank
Miami, FL
09.2021 - 03.2022
Focus on servicing the customer, on both the teller line and platform, with the added responsibility of simple product sales
Activities include Teller transactions, open/close personal accounts, online banking, and domestic/international wire transfers
Office Assistant
University Of Central Florida - Facilities and Safety Business Office
Orlando, FL
10.2019 - 05.2021
Assist with research, information compiling, accounting, and financial data analyzation with pivot tables
Provide assistance in Reconciling 300 + minor construction projects (33+million) utilizing pivot tables and VLOOKUP
Create and Produce expense, revenue, and budget reports utilizing Microsoft office and PeopleSoft.
INTERN
TD Bank
Miami, FL
05.2019 - 07.2019
10-week rotational period of exploration of various departments as follows: commercial lending, small business lending, private banking, treasury management, and retail.
Reviewed Businesses financial statements and learned how to make a detailed credit analysis. Which included cash flow, collateral, management, industry outlook, and balance sheet strength.