Professional banker with years of experience in financial services, and building business relationships. Strong focus on team collaboration and achieving results, adjsuting to changing needs. Skilled in client consultations, transaction processing, and compliance with financial regulations. Reliable, results-driven, and equipped with solid background in banking operations and customer service.
Work History
Associate Banker
TD Bank | 10.2026 - Current
Opened deposit accounts and guided customers through product options based on financial needs.
Educated customers on online banking and mobile banking applications.
Identified referral opportunities for lending, credit, and wealth solutions through customer conversations.
Resolved routine account inquiries and delivered prompt, professional service at branch level.
Processed teller transactions accurately while maintaining compliance with banking policies and procedures.
Maintained friendly and professional customer interactions.
Homecare aide
2 Years 5 Months
Public Partnerships LLC | 05.2024 - 10.2026
Coordinated complex insurance claims, medical billing authorizations, and state program documentation with strict accuracy.
Managed daily household logistics, financial budgets, and medical scheduling for a dependent family member.
Performed general administrative tasks such as filing paperwork, ordering supplies and updating calendars.
Associate Banker
1 Year 10 Months
TD BANK | 06.2022 - 04.2024
Processed teller transactions, opened new checking and savings accounts, maintained existing accounts, assisted clients with fraud concerns, built relationships, and educated clients on products to enhance customer experience and satisfaction, collaborated with management to drive community engagement
Contributed to branch success by helping achieve individual and team objectives
Directed customers to appropriate specialists for tailored support
Bank Teller
1 Year 3 Months
TD BANK | 03.2021 - 06.2022
Processed hundreds of teller transactions daily, including withdrawals, deposits, bank checks, money orders, and credit card payments, collaborated with superiors to fund new accounts, and reported on personal growth to branch managers.
Supported management during bank opening and closing processes.
Education
Medical Interpreting
Hunter College | New York, NY | 12.2018
High School diploma
High School For Environmental Studies | New York, NY | 06.2016
Skills
Money handling
Bilingual in English and Spanish
Cultural communication
Relationship building
Financial literacy
Adaptability
Time management
Emotional intelligence
Certification
New York State Driver's License, 09/01/18, Present, OSHA 30, Certified in communication with others in the workplace