Dominick Cartagena
Rock Tavern,NY
Summary
Result-driven representative with a strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
Work History
Student Intern
1879 Advisors - Ameriprise
2022.12 - 2023.01
- Reported back to instructor to receive day-to-day tasks and responsibilities.
- Gained operational knowledge and supported departmental needs.
- Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.
- Performed administrative duties and staff support tasks.
- Sorted and organized files, spreadsheets, and reports.
- Provided clerical support, addressing routine, and special requirements.
Bank Teller
Hudson Valley Credit Union
2022.10 - 2023.04
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Financial Services Representative
Hudson Valley Credit Union
2023.04 - Current
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Built and established relationships with clientele to improve future business opportunities.
- Developed financial strategies to optimize use of capital and resources.
- Devised and implemented controls and procedures to promote financial accuracy.
- Originated and finalized loans and lines of credit to provide financial stability
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Universal Banker II
Rhinebeck Bank
2023.12 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Evaluated client financial positions and identified most appropriate banking products.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Prepared daily account reconciliations for general ledger accounts, ensuring accuracy of reported balances.
- Compiled general ledger entries on short schedule with 100% accuracy.
Education
Bachelor of Science - Economics And Finance
SUNY At Albany
06.2022
Skills
- Cash Handling Proficiency
- Teller Transactions
- Information Gathering
- Risk Management
- Sales Goals
- Loan Applications
- Account Documentation
- Solution Optimization
- Hospitality and Accommodation
- Microsoft Office
- Customer Relationship Management
Timeline
Universal Banker II
Rhinebeck Bank
2023.12 - Current
Financial Services Representative
Hudson Valley Credit Union
2023.04 - Current
Student Intern
1879 Advisors - Ameriprise
2022.12 - 2023.01
Bank Teller
Hudson Valley Credit Union
2022.10 - 2023.04
Bachelor of Science - Economics And Finance
SUNY At Albany
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