MARLIE MOREJON
10612 W 35TH WAY HIALEAH,FL
Summary
Dynamic banking professional with seven years of experience, excelling in organizational skills, team management, customer relations, sales, and financial solutions. Demonstrate expertise in the day to day activities for the bank in order to protect from Fraud, Money Laundering and other illegal activity . Proven commitment to upholding integrity while creating a compliant environment through meticulous risk management and adherence to industry best practices.
Overview
5
5
years of professional experience
Work History
RETAIL BANKER II-FLOAT
TD BANK
06.2022 - Current
- Acts as a subject matter expert in the Store for both Customers and colleagues regarding all products, services, policies, and procedures of TD, especially regarding both personal banking and business banking
- Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
- Evaluates issues, errors, and problems based on practices and existing precedents or procedures
- Contributes toward the achievement of Small Business Banking sales and business development objectives by meeting or exceeding individual sales goals
- Actively generates sales and referrals to all business partners in the bank to help meet the comprehensive financial needs of Small Businesses, including RMLM, Merchant, Commercial, Credit Card, and Wealth.
- Utilizes Customer Relationship Management tools to play a vital role in Customer assessments proactively, proactively identifies Customer solutions, and lead-focused outbound sales activities.
FINANCIAL SERVICE ASSOCIATE
TD BANK
01.2022 - 06.2022
- Providing excellent customer service by assisting clients with their banking needs, answering inquires, and resolving issues
- Opening and managing customer accounts, which may include savings, checking, and investment accounts
- Recommending and selling various financial products and services, such as loans, credit cards
- Based on the customer's needs
- Advising clients on their financial goals and helping them make informed decisions about their finances
- Meeting or exceeding sales targets for financial products and services
- Referring customers to specialized departments or experts when more complex financial needs arise
CUSTOMER EXPERINCE COORDINATOR
TD BANK
04.2021 - 01.2022
- Serves customers by completing account transactions.
- I diligently monitored customer behaviors and enforced strict protocols to prevent asset theft.
- Flawlessly conducted quarterly vault and ATM audits, achieving a zero-error rate.
- Proactively identified sales opportunities and directed customers to branch partners in financial services.
- Professionally managed telephone inquiries regarding banking products, including checking, savings, loans, and lines of credit.
- Guided clients on mortgage, education, and personal loans and collected member loan payments.
- I willingly volunteered for extra shifts during holidays and busy periods to address staffing shortages.
- I also managed exchange and foreign currency transactions, maintaining friendly and professional customer interactions while managing irate individuals.
BANK TELLER
PNC BANK
01.2019 - 04.2021
- Serve customers by managing documents, information, and financial transactions in an organized, efficient, and secure manner.
- Build awareness of new products and services and identify customer needs to capitalize on the business referral opportunities.
- Meet and exceed bank service standards, greeting and acknowledging each customer to make them feel welcome while complying with bank procedures and security protocols.
- Work with other tellers as a team to complete daily tasks while demonstrating respect and professionalism, being prompt, and supporting management as needed transactions for customers, including check cashing, deposits, withdrawals, transfers, loan payments, cashier’s checks, and opening and closing of accounts.
- Identify customer needs, provide new product and service information, and direct customers to branch representatives.
- Reconcile cash drawers at the end of your shift, count and package coins and currency, and turn in any excess or damaged currency to the head teller.
- Track, record, report, and store transactional information and special requests
- Provide high customer service, offering answers and assistance with a smile.
Education
DIPLOMA -
BOCA RATON HIGH SCHOOL
ASSOCIATE - Business Administration
FLORIDA CAREER COLLEGE
Skills
- 2X Quarterly WOW Star
- Accountability
- Exceptional customer service
- Handling pressure
- Outstanding Goal-setting and planning skills
- Multi-tasking
Timeline
RETAIL BANKER II-FLOAT
TD BANK
06.2022 - Current
FINANCIAL SERVICE ASSOCIATE
TD BANK
01.2022 - 06.2022
CUSTOMER EXPERINCE COORDINATOR
TD BANK
04.2021 - 01.2022
BANK TELLER
PNC BANK
01.2019 - 04.2021
DIPLOMA -
BOCA RATON HIGH SCHOOL
ASSOCIATE - Business Administration
FLORIDA CAREER COLLEGE