Joseph Rothenstein
Wilton,CT
Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
9
9
years of professional experience
Work History
Universal Banker
Bankwell Financial Group
New Canaan, CT
04.2019 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Evaluated client financial positions and identified most appropriate banking products.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Supervised branch operations and made continuous improvements in each area.
- Increased relationships and portfolios by building strong relationships within my community.
Business Development Manager
Soosh
Stamford, CT
12.2017 - 01.2018
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Researched and identified opportunities for account growth, account penetration and market expansion.
- Reached out to potential customers via telephone, email and in-person inquiries.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
Senior Customer Service Representative
TD Bank
Fairfield , CT
12.2011 - 05.2017
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Processed, scheduled and executed customer orders for new and established customers.
- Researched and rapidly resolved client conflicts to maintain key accounts.
- Engaged clients in person and over phone to answer questions and address complaints.
- Leveraged consistent, successful strategies to meet and exceed performance goals.
Education
MBA - Finance
New England College of Business And Finance
Boston, MA04.2015
Bachelor of Science - Political Science
Sacred Heart University
Fairfield, CT05.2014
Associate of Arts - Criminal Justice
Housatonic Community College
Bridgeport, CT05.2011
Skills
- Financial Solution Recommendation
- Financial Institution Regulations
- Verbal and Written Communication
- Strategic Financial Planning
- Customer Service
- Employee Training Assistance
Timeline
Universal Banker
Bankwell Financial Group
04.2019 - Current
Business Development Manager
Soosh
12.2017 - 01.2018
Senior Customer Service Representative
TD Bank
12.2011 - 05.2017
MBA - Finance
New England College of Business And Finance
Bachelor of Science - Political Science
Sacred Heart University
Associate of Arts - Criminal Justice
Housatonic Community College
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