Accomplished Banking Associate with a proven track record at TD Bank, adept in banking software proficiency and exceptional customer service. Excelled in mitigating risk, enhancing client satisfaction through efficient account management, and fostering strong relationships. Skilled in both collateral valuation and relationship building, contributing significantly to meeting and exceeding sales goals.
Overview
6
6
years of professional experience
Work History
Banking Associate
TD Bank
1620 N Olden Ave Ewing, NJ 08638
01.2023 - 02.2024
Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
Implemented effective cash handling policies that minimized discrepancies between recorded transactions and actual balances held at the end of each business day.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Opened, closed, and updated accounts for customers.
Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Executed wire transfers, stop payments and account transfers.
Pre school teacher
The Learning Experience
Mount Laurel, NJ
04.2022 - 12.2022
Developed strong relationships with parents and caregivers, providing regular updates on their child''s progress and addressing any concerns proactively.
Developed weekly lesson plans and activities to engage children and promote learning.
Maintained organized, fun and interactive classroom to help children feel safe.
Sanitized toys and play equipment each day to maintain safety and cleanliness.
Store Manger
Metro by T-Mobile
Philadelphia, PA
05.2018 - 11.2021
Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Managed inventory control, cash control, and store opening and closing procedures.
Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Improved customer satisfaction through staff training in customer service and product knowledge.