Jason Morquecho
Ossining,NY
Summary
Dedicated professional with with proven expertise in customer service, sales, and financial advising. Exceptional at troubleshooting and developing effective solutions. Strong communicator with a track record of exceeding sales targets and cultivating long-term customer relationships.
Overview
5
5
years of professional experience
Work History
Branch Relationship Banker
TD Bank
Mount Kisco, NY
08.2022 - 06.2024
- 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.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on banking standards.
Retail Banker
Citibank
Mount Kisco, NY
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 banker and teller functions seamlessly during high volume business periods, delivering expedited client service and maintaining a satisfaction rating of 90%.
Stock Associate
Deccico & Sons
Millwood, NY
09.2019 - 10.2020
- 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, leading to a 10% increase in sales.
Education
Bachelor of Science - Forensic Science
Mercy College
05.2026
Associate of Science - Criminal Justice
Westchester Community College
12.2022
High School Diploma -
Ossining High School
06.2018
Skills
- Financial Advising
- Client Relations
- Service Sales
- Data Analysis
- Microsoft Excel
Timeline
Branch Relationship Banker
TD Bank
08.2022 - 06.2024
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