Joseph Marshall
Burlington,MA
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
2
2
years of professional experience
Work History
Banking Associate
TD Bank
08.2022 - Current
- 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.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
- Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
- Boosted client satisfaction by efficiently addressing and resolving customer inquiries and concerns.
- Exceeded sales targets through proactive outreach efforts, promoting bank offerings to new and existing clients.
Education
High School Diploma -
Burlington High School
Burlington, MASkills
- Branch operations
- Payment Processing
- Banking Software Proficiency
- Anti-Money Laundering
- Cross-Selling Products
- Consumer Banking
- Customer Service
- Team Collaboration
- Money Handling
- Cash Handling
Timeline
Banking Associate
TD Bank
08.2022 - Current
High School Diploma -
Burlington High School