Summary
Overview
Work History
Skills
Timeline
Generic

Jonathan Sergi

Queens,NY

Summary

  • Consistently drive sales in retail business through proactive team engagement, partner referrals, and deepening customer relationships.
  • Competitive individual with extensive background in banking and customer service.
  • Highly-motivated with a desire to take on new challenges and responsibilities.

Overview

7
7
years of professional experience

Work History

Banking Associate

TD Bank
Manhattan, New York
07.2024 - Current
  • Transitioned to part-time to pursue an independent business venture while continuing to deliver strong client service and operational support. (This business venture has since concluded.)
  • Provided coaching to newly hired staff and management while continuing to meet and exceed branch and individual goals.

Store Supervisor

TD Bank
Manhattan, NY
09.2023 - 07.2024
  • Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
  • Supervised work of cashiers, training new team members and monitoring performance.
  • Answered customer queries and complaints and provided prompt solutions.
  • Delivered excellent customer service and adhered to standard practices to maximize sales and deepen customer relationships.
  • Established store tactics and strategies to achieve operational performance and sales goals.

Customer Service Representative

TD Bank
Queens, NY
11.2020 - 09.2023
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Set up new and regularly serviced existing accounts to bring in maximum revenue.

Bank Teller

TD Bank
Epping, NH
11.2018 - 11.2020
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Reconciled cash and checks against computer records at end of shift.
  • Explained bank services, financial products and applicable fees to customers.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.

Restaurant Waiter

Tellys Restaurant
Epping, NH
07.2018 - 10.2018
  • Greeted customers, answered questions and recommended specials to increase profits.
  • Stocked server areas with supplies before, during and after shifts.
  • Communicated with kitchen staff to stay updated on item availability and customer wait times.
  • Presented menus to patrons, answered questions about menu items and made recommendations.

Skills

  • Promoting products
  • Upselling Techniques
  • Customer service-oriented
  • Generating referrals
  • Opening accounts
  • Inbound and Outbound Calling
  • Written and oral communication skills
  • Relationship Selling
  • Sales Closing
  • Customer retention abilities

Timeline

Banking Associate

TD Bank
07.2024 - Current

Store Supervisor

TD Bank
09.2023 - 07.2024

Customer Service Representative

TD Bank
11.2020 - 09.2023

Bank Teller

TD Bank
11.2018 - 11.2020

Restaurant Waiter

Tellys Restaurant
07.2018 - 10.2018

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Jonathan Sergi