Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Joshua Caler

Portland,ME

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

3
3
years of professional experience

Work History

Banking Associate

TD Bank
03.2023 - Current
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Opened, closed, and updated personal accounts for customers.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Balanced teller drawers.
  • Provided advice on different bank products and financial options.
  • Processed customer applications and approved credit cards in accordance with bank policy.
  • Educated customers on features and benefits of banking products and services.

Teller

TD Bank
09.2022 - 03.2023
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Assisted customers with banking needs and inquiries.

Grocery Stocker

Hannaford Supermarket
07.2020 - 07.2022
  • Used dollies and pallet jacks to unload and organize merchandise from delivery trucks.
  • Rotated stock correctly to prevent out-of-date products and removed aging items from main shelving to build special promotional displays.
  • Answered customer questions and provided detailed product information.
  • Greeted customers and directed to requested products.
  • Blocked and faced products on displays and shelves in accordance with company policy.
  • Placed products in correct storage locations to keep stock areas organized and inventory counts accurate.

Education

No Degree - Sport Management

Husson University
Bangor, ME

High School Diploma -

Hodgdon Middle High School
Hodgdon ME
06.2020

Skills

  • Promoting Products
  • Refinancing Options
  • Strategic Planning
  • Customer Support
  • Audit Support
  • Financial Processes Understanding
  • Customer Outreach
  • Cash Handling
  • Sales Strategies
  • Opening Accounts

Accomplishments

  • Awarded "Q2 WoW Star" Award in 2023
  • Surpassed sales the maximum goal for a tenured tellers by 2.5x in first quarter with the bank. (56,000 / 20,000)

Timeline

Banking Associate

TD Bank
03.2023 - Current

Teller

TD Bank
09.2022 - 03.2023

Grocery Stocker

Hannaford Supermarket
07.2020 - 07.2022

No Degree - Sport Management

Husson University

High School Diploma -

Hodgdon Middle High School

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Joshua Caler