Banking professional, skilled in overseeing bank operations and maintaining high standards of customer service. Proven ability to lead teams and drive results through effective management and strategic planning. Known for flexibility and reliability, with strong skills in financial analysis and problem-solving.
Overview
25
25
years of professional experience
Work History
Assistant Store Manager
TD Bank
230 Forsgate Drive Jamesburg, NJ 08831
09.2017 - Current
Teller Supervisor
Supervise daily store operations to enhance customer service and operational efficiency.
Assist in training new team members on store policies and procedures.
Enhance customer satisfaction by resolving complex issues and providing personalized solutions.
Collaborate with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
Implement effective sales strategies to increase product offerings and drive revenue growth.
Observe, coach and develop bankers in support of reaching performance objectives.
Teller
Santander Bank
03.2016 - 07.2017
ATM Custodian, performed weekly ATM settlement, cash replenishment and process deposits
Process deposits, withdrawals, payments
Maintained friendly and professional customer interactions
Assisted with sales referrals and cross-selling programs needed
Assistant Branch Manager
JPMorgan Chase
12.2006 - 12.2014
Actively recruited and oversaw training for all new branch employees
Focused on operational controls, audits of the branch and led 4 successful audits
Managed profit, losses and sales goals
Support Branch Manager and acted as Branch Manager when needed
Directly coached tellers and personal bankers on how to accurately process transactions and ensure they provided a great customer experience and secured customer referrals
Customer Service Representative
JP Morgan Chase
08.2004 - 12.2006
Research and resolved customers problems, acting as the customer liaison between other bank departments when necessary
Cross-sell bank products and services based on customer needs in accordance with bank programs
Support Assistant Branch Manager when needed
Special Service Teller
JPMorgan Chase
04.2002 - 08.2004
Buy and sell foreign currency, proof foreign currency daily and monthly
Processed wire transfers requests, modified wire transfers and collections checks
Processed deposits, withdrawals, payments, official checks and money orders
Assisted with sales referrals and cross-selling programs needed
Bilingual Secretary
Jack Sachs, Esq.
03.2000 - 01.2002
Provided full secretarial support to attorney
Prepared files for INS interview, and updated clients of new developments regarding their case
Maintain schedules, calendars and billing
Education
Business Certificate -
S.U.N.Y. Begin Employment
Computerized Business - Computerized Business Operation
Grace Institute of Business Technology
Skills
2023 CEO WOW Star
Customer service
Detail-oriented
Staff training and development
Compliance, banking laws and regulations
Bilingual Spanish speaking
Operations
Time management
Timeline
Assistant Store Manager
TD Bank
09.2017 - Current
Teller
Santander Bank
03.2016 - 07.2017
Assistant Branch Manager
JPMorgan Chase
12.2006 - 12.2014
Customer Service Representative
JP Morgan Chase
08.2004 - 12.2006
Special Service Teller
JPMorgan Chase
04.2002 - 08.2004
Bilingual Secretary
Jack Sachs, Esq.
03.2000 - 01.2002
Business Certificate -
S.U.N.Y. Begin Employment
Computerized Business - Computerized Business Operation