Summary
Overview
Work History
Education
Skills
Timeline
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Dominick Cartagena

Rock Tavern,NY

Summary

Accomplished financial professional with a proven track record at Hudson Valley Credit Union, excelling in financial product sales and strategic planning. Demonstrated exceptional interpersonal skills, fostering collaboration and consistently exceeding sales goals. Expert in Microsoft Excel and adept at leveraging detailed client assessments to drive opportunities, achieving top rankings in sales and customer service metrics.

Overview

3
3
years of professional experience

Work History

Universal Banker II

Rhinebeck Bank
Middletown, New York
12.2023 - Current
  • Processed sales transactions accurately while achieving monthly sales goals.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Maintained general ledger accounts and conducted routine entries and reconciliations.
  • Exceeded all quarterly goals by large margins, placing #4 and #2 in Q3 and Q4 of 13.
  • Provided recommendations on how best to allocate resources across various marketing channels.

Financial Services Representative

Hudson Valley Credit Union
Middletown, NY
04.2023 - 12.2023
  • Worked collaboratively with other departments to provide comprehensive solutions for clients.
  • Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
  • Developed and maintained relationships with customers while generating sales opportunities for financial products.
  • Consistently exceeded all sales and loan dollar goals, exceeding $2.1 million in Q3 and Q4.
  • Ranked #2 out of 11 in quality assurance, referral conversions for investments/mortgages, and NPS.

Teller I

Hudson Valley Credit Union
Fishkill, New York
06.2022 - 04.2023
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
  • Identified opportunities to refer customers to other areas of the bank for additional services.

Student Intern

1872 Advisors - Ameriprise
White Plains, New York
12.2021 - 01.2022
  • Monitored operations and reviewed records and metrics to understand company performance.
  • Set specific goals for projects to measure progress and evaluate end results.
  • Organized client meetings to provide project updates.

Education

Bachelor of Science - Economics And FInance

SUNY Albany
Albany
05-2022

Skills

  • Financial product sales
  • Microsoft Excel
  • Exceptional interpersonal skills that enhance collaboration and communication
  • Excellent adaptability to operate in fast-paced environments
  • Strategic planning and execution
  • Attention to detail when assessing client needs and opportunities

Timeline

Universal Banker II

Rhinebeck Bank
12.2023 - Current

Financial Services Representative

Hudson Valley Credit Union
04.2023 - 12.2023

Teller I

Hudson Valley Credit Union
06.2022 - 04.2023

Student Intern

1872 Advisors - Ameriprise
12.2021 - 01.2022

Bachelor of Science - Economics And FInance

SUNY Albany

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Dominick Cartagena