Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gaurav Patel

Passaic,NJ

Summary

Results-driven Teller Service Manager at TD Bank, excelling in team leadership, operational compliance, and customer engagement. Proven track record in efficient transaction management and vault operations. Eager to bring leadership expertise and commitment to excellence to a dynamic professional setting.

Overview

5
5
years of professional experience

Work History

Teller Service Manager

TD Bank
  • Lead and support a team of service colleagues in achieving positive customer and colleague experiences
  • Provide day-to-day team leadership and work direction to ensure effective and efficient delivery of service/advice activities, maintaining operational compliance
  • Lead all activities related to the Teller line, including coaching and effective lobby leadership
  • Manage day-to-day processes, transactions, and activities involving multiple steps and systems
  • Responsible for Vault Management, including auditing, reporting, and balancing of store currency and transactions
  • Engage customers, assess needs, and provide service or guidance
  • Monitor workflows, prioritize tasks, and delegate duties, focusing on short-term work horizons
  • Coach Teller team on financial transactions, customer experience, and effective referral opportunities
  • Manage a team requiring decision-making authority for low-risk potential transactions or requests
  • Provide leadership on day-to-day issues, determining the most appropriate course of action for resolution
  • Lead by example and coach Teller team on achieving individual performance metrics
  • Partner with Store Leadership to achieve both store and individual performance metrics
  • Ensure accurate use of all equipment by staff.

Bank Teller/Customer Service

TD Bank
05.2019 - 05.2022
  • Held roles as Teller 1 and Teller 2, processing transactions for customers
  • Serviced customer accounts, ran loan payments, cashed checks, facilitated withdrawals and deposits
  • Verified currency, processed gift card sales, and handled foreign currency exchange
  • Assisted head teller and assistant head teller with daily duties
  • Delivered legendary customer experiences and made quality referrals to help customers meet financial goals
  • Responsible for making decisions and timely problem resolution.
  • Processed customer transactions promptly, minimizing wait times
  • 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
  • Educated customers on use of banking website and mobile apps
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations
  • Placed orders for customer checks and verified starting numbers
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike

Customer Service/Cashier

Dunkin Donuts
06.2017 - 02.2019
  • Investigated and resolved customer inquiries and complaints in an empathetic manner
  • Cross-trained and provided backup for other customer service managers
  • Managed workflow to exceed quality service goals
  • Maintained up-to-date knowledge of product and service changes
  • Promptly responded to inquiries and requests from prospective customers
  • In charge of the shift, including cash handling and closing responsibilities.

Education

Bachelor’s In Economics -

Montclair State University
Montclair, NJ
12.2023

High School Diploma -

Passaic High School
Passaic, NJ
01.2017

Skills

  • Teller Support
  • Customer Service
  • Relationship Building
  • Team Oversight

Timeline

Bank Teller/Customer Service

TD Bank
05.2019 - 05.2022

Customer Service/Cashier

Dunkin Donuts
06.2017 - 02.2019

Teller Service Manager

TD Bank

Bachelor’s In Economics -

Montclair State University

High School Diploma -

Passaic High School

Similar Profiles

CREATE PROFILE
Gaurav Patel