Jason Morquecho
Ossining,NY
Summary
Dedicated professional with demonstrated strengths in customer service, time management and sales. Good at troubleshooting problems and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
5
5
years of professional experience
Work History
Branch Relationship Banker
TD Bank
08.2022 - Current
- Cultivated valuable customer relationships with a 75% retention rate by understanding their financial needs and goals. Maintaining regular contact through proactive outreach and scheduled appointment.
- Collaborated with various departments, resulting in customer satisfaction rating increasing 30% and a noteworthy uplift in service ratings.
- Actively promoted and cross-sold banking products and services, exceeding monthly sales targets and significantly contributing to banks growth.
Retail Banker
Citibank
08.2021 - 07.2022
- Surpassed individual sales targets consistently by actively promoting bank products and services during customer interactions, fostering heightened customer engagement and contributing to overachievement of sales goals.
- Guided new employees through comprehensive training in cash handling procedures, bank policies and product knowledge resulting in accelerated onboarding and reducing training period duration.
- Executed personal and teller banker functions seamlessly during high volume business periods, delivering expedited client service and maintaining a satisfaction rating of 90%.
Stock Associate
Deccico & Sons
09.2019 - 10.2020
- Operated manual and electric pallet jacks, safely relocating heavy merchandise on sales floor for timely stocking.
- Orchestrated effective materials management with strong stock rotation strategies, new order placements and shipping inspections.
- Reported and analyzed inventory data to help management strategically improve pricing and marketing strategies.
Education
Bachelor of Science - Forensic Science
Mercy College
Dobbs Ferry, NY05.2026
Associate of Science - Criminal Justice
Westchester Community College
Valhalla, NY12.2022
High School Diploma -
Ossining High School
Ossining, NY06.2018
Skills
- Client Relations
- Service Sales
- Financial Advising
- Data Analysis
- SQL and Databases
- Microsoft Excel Proficiency
- Salesforce CRM
- Spanish (Bilingual)
Timeline
Branch Relationship Banker
TD Bank
08.2022 - Current
Retail Banker
Citibank
08.2021 - 07.2022
Stock Associate
Deccico & Sons
09.2019 - 10.2020
Bachelor of Science - Forensic Science
Mercy College
Associate of Science - Criminal Justice
Westchester Community College
High School Diploma -
Ossining High School