Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daniel Valdes Jr

Chelsea,MA

Summary

Motivated individual with a proven ability to thrive in high-pressure environments. Skilled in collaborating with individuals from various educational, socio-economic, and cultural backgrounds. Exceptional communication, interpersonal, leadership, and customer service skills. Currently enrolled in the Early College program with Bunker Hill Community College and accepted into the Health, Life, and Science (HLS) Pathway Program. Goal-oriented banking professional proficient in managing diverse customer needs to drive satisfaction and maximize bank revenue through personalized service, knowledgeable recommendations, and persuasive communication abilities.

Overview

9
9
years of professional experience

Work History

Union Laborer

Local 1421
09.2023 - 04.2025
  • Prepared job sites for new construction by clearing debris, grading land, and setting up necessary equipment safely and effectively.
  • Maintained consistent progress on projects by assisting with the loading and unloading of materials and supplies for timely use onsite.
  • Managed waste disposal for environmental compliance, resulting in cleaner job sites and reduced fines.
  • Maintained a clean work environment, reducing accidents and fostering a professional atmosphere on job sites.

Loan Funder

Metro Credit Union
03.2023 - 09.2023
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Monitored pipelines to track and log status of loans.

MSR3/Supervisor

First Priority Credit Union
05.2022 - 02.2023
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Evaluated employee performance and coached and trained to improve weak areas.
  • Maintained compliance with company policies, objectives and communication goals.
  • Worked with management team to implement proper division of responsibilities.
  • Set overall vision and provided team leadership.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Maintained correspondence and completed forms related to loans and closings.
  • Presented borrowers with information about repayment and terms of loans.
  • Presented new and additional products and services to existing customers.

Banker

East Boston Savings Bank/Rockland Trust
09.2021 - 05.2022
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
  • Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
  • Maintained friendly and professional customer interactions.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Assisted customers with setting up or closing accounts.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Branch Sales Service Representative

Metro Credit Union
08.2020 - 09.2021
  • Assists and advises members in determining which products and services best meet their needs; opens Member accounts.
  • Participates in sales and service programs including contribution to branch sales goals.
  • Represents the credit union in a professional manner; provides quality service to members and/or internal credit union staff and management.
  • Maintains cash drawer and processes a variety of transactions including: cashing checks, depositing and/or withdrawing funds from accounts, accepting mortgage and consumer loan payments, loan advances, loan payoffs, issuing official checks, traveler’s checks and credit card advances.

Clerk

Market Basket
05.2019 - 07.2020
  • Assist meat department staff with packaging meats and products Maintained work area clean, organized, and sanitize at all times Assist customers with questions on meat products Ensure each meat product is placed according to location established by management.

Greeter

LTS Nationwide
07.2018 - 12.2018
  • Greeted passengers as they exited plane Took luggage from passengers and escorted them to delivery services Ensured passengers were satisfied with airport services.

Cashier

Market Basket
08.2016 - 11.2017
  • Assisted customers with questions and/or concerns Used cashier to total sales, scan products, enter produce codes, and process sales Bagged customers produce Maintained work area cleaned and organized at all times Ensured timely check out with cash drawer Always available to work extra hours as needed.

Summer Youth Intern

Chelsea Collaborative
04.2016
  • Cleaned and maintained streets, railroads, and parks throughout the city of Chelsea Assisted planting trees throughout the city Involved in city meetings to acquire necessary weekly information Led DPW teams and informed of weekly updates.

Education

High School Diploma -

Chelsea High School
Chelsea, MA
08.2020

Skills

  • Team Leadership
  • Security Knowledge
  • Teller experience
  • Sales proficiency
  • Money transfers
  • Educating clients
  • Self-motivated nature
  • Strategic planning
  • Cash Handling
  • Account servicing
  • Relationship building
  • Financial advice
  • Account openings
  • Security Protocols
  • Consumer Banking

Timeline

Union Laborer

Local 1421
09.2023 - 04.2025

Loan Funder

Metro Credit Union
03.2023 - 09.2023

MSR3/Supervisor

First Priority Credit Union
05.2022 - 02.2023

Banker

East Boston Savings Bank/Rockland Trust
09.2021 - 05.2022

Branch Sales Service Representative

Metro Credit Union
08.2020 - 09.2021

Clerk

Market Basket
05.2019 - 07.2020

Greeter

LTS Nationwide
07.2018 - 12.2018

Cashier

Market Basket
08.2016 - 11.2017

Summer Youth Intern

Chelsea Collaborative
04.2016

High School Diploma -

Chelsea High School

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Daniel Valdes Jr