Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Danielle Gagliardi

Troy,New York

Summary

Dynamic Relationship Banker with a robust background in banking and finance, recognized for fostering strong client relationships and consistently exceeding sales targets. Expertise in delivering exceptional customer service while effectively communicating complex financial concepts to ensure clients are well-informed about their financial needs and options. Proven ability to navigate challenging situations with professionalism and empathy, contributing to client satisfaction and loyalty. Committed to driving results through a customer-centric approach and strategic relationship management.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Relationship Banker

Broadview FCU
07.2018 - Current
  • Welcoming customers and maintaining relationships while offering financial advice, managing everyday branch operations, resolving issues or concerns for customers, opening new accounts, underwriting and decisioning loan applications, cash handling, ordering and vault supervising, performing monthly audits, assisting and supervising tellers in their roles and promoting development, record keeping and filing.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Adapted products and services to suit customers' changing financial circumstances.

Senior Specialist – Deposit Operations

Trustco Bank
02.2015 - 07.2018
  • Debit Card orders, analyzing disputes amd issuing or denying provisional credit, transaction posting, answering branch personnel questions, record keeping, filing.
  • Wire operations, releasing and sending outgoing wires created by branches and internally, record keeping and reviewing, answering general branch question.
  • Reconciling passbook accounts using excel.
  • Reviewing account opening paperwork received from branches, opening business accounts.
  • Special projects involving operations.

Cashier/Customer Service

SUNY Albany Dining Services
09.2010 - 02.2015
  • Perfecting customer service skills by making guests feel welcome inside the dining hall, cash handling, register operation, occasional food prep.

Education

High School - General Studies

Catholic Central High School
Troy, New York
05.2006

Community College - General Studies

Hudson Valley Community College
Troy, New York

Skills

  • Management Experience
  • Cash Handling
  • Scheduling
  • Training & Development
  • Record Keeping
  • Auditing
  • Teamwork
  • Customer Service
  • Loan origination
  • Relationship building and management
  • Account closings
  • Policy development and implementation
  • Recordkeeping requirements
  • Teller background
  • Creative thinking
  • Teller support
  • Resourcefulness
  • Money handling
  • Security
  • Financial services
  • Sales expertise
  • Credit assessment
  • Loans
  • Financial advising
  • Banking
  • Financial processes
  • Employee motivation

Certification

  • Licensed Notary Public
  • Lender

Languages

English

Timeline

Senior Relationship Banker

Broadview FCU
07.2018 - Current

Senior Specialist – Deposit Operations

Trustco Bank
02.2015 - 07.2018

Cashier/Customer Service

SUNY Albany Dining Services
09.2010 - 02.2015

Community College - General Studies

Hudson Valley Community College

High School - General Studies

Catholic Central High School
Danielle Gagliardi