David Algoza
Baldwin,NY
Summary
Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Natural leader with exceptional skills in customer relations, driven to bring value through extended knowledge of financial products and services.
Overview
4
4
years of professional experience
Work History
Personal Banker
TD Bank
Farmingdale, NY
03.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Approached prospective clients through cold calling and emails to meet sales targets.
Bank Teller
TD Bank
Franklin Square, NY
08.2021 - 02.2022
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Turned in excess cash to maintain drawer security.
- Educated customers on use of banking website and mobile apps.
Technology Sales Representative
Staples
Garden City, NY
01.2018 - 05.2021
- Marketed technological and scientific products to prospective customers.
- Furnished customers with exemplary service, helping build lasting, lucrative partnerships.
- Improved sales 38% by managing and delivering required service-level agreements.
- Drove team revenue totals by bringing in top sales numbers.
- Attended product-related technical shows and other activities to represent company products and services.
Education
MBA - International Finance
Louisiana State University in Shreveport
Shreveport, LouisianaBBA - Business Economics
Queens College
New York, NY05.2021
High School Diploma -
Baldwin Senior High School
New York, NY06.2017
Skills
- Banking Operations
- Portfolio Assessment
- Financial Product Knowledge
- Relationship building and management
- Financial Advisement
- Revenue Generation
- Client relationship management
- Sales and marketing
- Loans
Timeline
Personal Banker
TD Bank
03.2022 - Current
Bank Teller
TD Bank
08.2021 - 02.2022
Technology Sales Representative
Staples
01.2018 - 05.2021
MBA - International Finance
Louisiana State University in Shreveport
BBA - Business Economics
Queens College
High School Diploma -
Baldwin Senior High School
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