Francelina Espinal Rojas
Queens
Summary
Friendly Retail Banker adept at building and managing customer relationships to drive bank assets and new business. Strong consultative selling skills to understand client needs and recommend customized solutions. Excellent communication and interpersonal skills with customers, peers and management teams.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
Work History
Retail Banker
TD Bank
Queens
2019.09 - Current
- Assisted customers with account inquiries and financial product information.
- Processed transactions accurately and efficiently at the teller window.
- Educated clients on digital banking tools and online services.
- Collaborated with team members to improve customer service experiences.
- Identified potential sales opportunities for financial products and services.
- Resolved customer issues promptly and professionally through effective communication.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Adhered to strict security protocols regarding customer information confidentiality.
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
Store Supervisor
PLS Check Cashiers
Queens
2017.07 - 2019.08
- Supervised daily operations and ensured compliance with company policies.
- Trained new employees on cash handling procedures and customer service standards.
- Managed inventory levels and ordered supplies to maintain stock availability.
- Coordinated staff schedules to optimize coverage during peak hours.
- Implemented promotional displays to increase product visibility and sales.
- Collaborated with management to develop training materials for employee development.
Education
Associate of Science -
LaGuardia Community College
Long Island City, NY 2016.01 - 2020.03
Skills
- Customer account management
- Financial product knowledge
- Digital banking tools
- Transaction processing
References
References available upon request.
Timeline
Retail Banker
TD Bank
2019.09 - Current
Store Supervisor
PLS Check Cashiers
2017.07 - 2019.08
Associate of Science -
LaGuardia Community College
2016.01 - 2020.03