Leighton S. Harrison
New York,NY
Summary
Innovative manager with experience in P&L, sales, and business networking. Collaborating with partners such as Wealth Management and Commercial Lending to drive business. Being consistent and having the right behaviors in place is the key to successful business.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Store Manager
TD Bank
08.2022 - Current
- Lead the New York Market in Sales Revenue in my role Q2 2023
- Running the branch location with no SM from 07/2023-current
- Lead the branch to win credit card campaign Q2 2023 158% goal
- Networking with local businesses to bring in new business
- Referred over 2MM to Wealth Relationship Manager
- Increased credit card units as a store from averaging 15 approved to 40 approved quarterly
- Work closely with partners to drive more business. Conducted skill building sessions with partners and team members for product knowledge.
- Maintained #1 as an store in Sales Revenue since Aug 2022 to current
Assistant Branch Manager
TD Bank N.A
01.2021 - 08.2022
- Brought the branch from scoring an 88 in our quarterly Audits to averaging a 97 for the past year in our audits
- Coached team on the importance of digital banking and influenced them to bring our electronic signatures from last place to number 1 for 3 quarters in a row
- Maintained between 1st and 2nd position in sales revenue in my role between peers in the region
- Weekly skill observations and coaching with my team that led to two employees being promoted within the company
- Networking with business to drive sales growth within the branch
- Assisted with our weekly Money out calls regarding home lending, credit cards and personal loans
- Q2 of 2022 ranked in the top 60 of the company in my position
- Trained 5 new employees while still maintaining above 110% in sales as a branch and 170% individually (2022)
- Assisted GSI (TD Global security) in fraud investigations
- Set daily expectations and end of day recaps to ensure goals are met
- Run credit card campaigns for the region
Financial Service Associate
TD Bank N.A
11.2019 - 12.2020
- Selected as one of the top bankers in region I assisted branches in need
- In absence of leadership I took the role of leadership on platform side
- Trained less experienced team members
- Opened accounts for new and existing customers and assisted customers in completing application forms.
- Responsible for uncovering financial needs
- Accepts loan applications, and conducts loan closings
- Throughout the duration of 4 quarters I managed maintain within the top 2 of position within the region (Sales Revenue quarterly goal)
- Partnered with MLO and SBRM to increase revenue for each store I was assigned to
- Reached out to clients quarterly for their financial review
Customer Service Rep II/FSR
TD Bank N.A
11.2018 - 11.2019
- Refer clients to our Wealth Specialist for retirement advise
- Opened accounts and related services
- Responsible for making sound decisions and timely problem resolution
- Providing a legendary customer experience in the store
- Reach out to local businesses and conduct bank at work events to drive in more business
- Open and closing procedures
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Personal Banking Representative I & II
Santander Bank Us
04.2015 - 11.2018
- Build relationships and identify client needs
- Closed 3 million in Mortgages (last quarter with Santander)
- Referred and closed 600k in loans to Small Business relationship Manager
- Partner with Operation Manger to ensure operational excellence
- Cross-sell bank products to increase revenue
- Did Scheduled for platform and teller side
- Show clients the benefits of our services and how we can help them meet their financial goal
- Assure compliance with all bank policies and procedures
- Ensure customer engagement through lobby management
- Submit HELOC and Mortgage applications
- Refer to Financial advisor and SBRM
Skills
- Salesforce
- Time Management
- Windows/ MacOS
- TEAMS
- Sales and Marketing
- Issue Resolution
- Outlook
- Strategic Planning
- Communication Skills
- Decision Maker
- Experience high volume branch
- Outgoing Personality
Accomplishments
WOW Star Q3 (2022) -TD Bank N.A.
WOW Quartile (2022& 2023) - TD Bank N.A.
Employee of the Quarter (2019) -TD Bank N.A.
1 Million in Mortgages closed for the month of March (2018) -Santander Bank
Certification
Notary License
NMLS Registered
NJ Life Insurance Provider (2019)
Timeline
Assistant Store Manager
TD Bank
08.2022 - Current
Assistant Branch Manager
TD Bank N.A
01.2021 - 08.2022
Financial Service Associate
TD Bank N.A
11.2019 - 12.2020
Customer Service Rep II/FSR
TD Bank N.A
11.2018 - 11.2019
Personal Banking Representative I & II
Santander Bank Us
04.2015 - 11.2018
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