Crystal Bermudez
Brooklyn,NY
Summary
Banking professional with solid foundation in customer service, adept at addressing client needs and resolving issues promptly. Expertise in fostering collaborative team environment and adapting to dynamic situations. Known for reliability and proactive approach to achieving results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Store Supervisor
TD Bank
01.2025 - Current
- Oversaw daily bank operations ensuring compliance with policies and procedures.
- Fostered a positive work environment through team-building activities and open communication channels.
- Enhanced employee productivity with thorough training in banking regulations, products, and services.
- Executed daily transactions efficiently, ensuring compliance with banking regulations and policies.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
- Facilitated communication between various bank departments, promoting a collaborative work environment and efficient problem resolution for clients.
- Executed branch marketing, advertising and bank promotions.
- Supported the development of junior staff members by providing ongoing feedback, guidance, and mentorship.
Financial Service Representative
TD Bank
06.2022 - 01.2025
- Analyzed client financial needs to recommend appropriate banking products and services.
- Educated clients on investment options, improving their understanding of financial markets.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Implemented effective communication strategies for presenting complex information on various types of annuities to both colleagues and clients alike.
- Participated in ongoing training programs to stay current on industry regulations, best practices, and emerging trends.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Built relationships with clients to enhance customer satisfaction and loyalty through personalized service.
- Managed time efficiently in order to complete all tasks within deadlines.
Senior Customer Service Representative
TD Bank
08.2021 - 06.2022
- Approved financial transactions, following sound judgment to minimize risk resulting from errors and fraud.
- Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
- Assisted customers with account management, transactions, and product offerings to enhance satisfaction.
- Investigated disputes and handled suspected fraud with diligence and attention to detail.
- Reached out to existing bank customers and offered personalized support for different needs.
- Investigated and assisted with resolving teller differences.
- Help business clients or potential clients set up accounts, loans, and merchant services.
- Engage customers in conversations regarding their current and future financial needs.
Customer Service Representative
TD Bank
09.2019 - 08.2021
- Delivered exceptional customer service by resolving inquiries and providing accurate account information.
- Assisted clients with transaction processing, ensuring compliance with banking regulations and policies.
- Educated customers on bank products and services, enhancing their understanding and satisfaction.
- Stayed current on banking products, services and regulations to continue delivering top-notch service and support.
- Reviewed information in customer accounts and made recommendations for new products and services.
Universal Banker
Valley National Bank
12.2018 - 09.2019
- Facilitated customer transactions, ensuring accuracy and efficiency in service delivery.
- Provided expert guidance on banking products, enhancing customer understanding and satisfaction.
- Managed daily cash operations, maintaining compliance with financial regulations and internal policies.
- Collaborated with team members to streamline processes, improving overall workflow effectiveness.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Education
Associate degree -
ASA INSTITUTE-THE COLLEGE OF EXCELLENCE
Skills
- Banking operations
- Customer relationship development
- Team management
- Complaint handling
- Client confidentiality
- Reliable and responsible
Certification
- Life & Health Insurance
- Notary Public, New York State
Languages
Spanish
Timeline
Store Supervisor
TD Bank
01.2025 - Current
Financial Service Representative
TD Bank
06.2022 - 01.2025
Senior Customer Service Representative
TD Bank
08.2021 - 06.2022
Customer Service Representative
TD Bank
09.2019 - 08.2021
Universal Banker
Valley National Bank
12.2018 - 09.2019
Associate degree -
ASA INSTITUTE-THE COLLEGE OF EXCELLENCE
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