Max Quevedo Jr.
North Bergen
Summary
Financial services professional with 5+ years of experience in relationship banking. Expertise in building strong client connections and identifying financial needs to recommend tailored solutions. Dedicated to delivering exceptional customer service while meeting company objectives and enhancing client satisfaction.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
West New York
08.2021 - Current
- Built strong client relationships by having meaningful conversations to understand clients' financial needs, goals, and life priorities.
- Identified and connected clients with suitable banking products and services, including checking and savings accounts, credit solutions, and partner referrals, aligning with their financial goals.
- Resolved client inquiries and provided account support, ensuring a positive banking experience and fostering long-term client relationships.
- Engaged clients in financial center lobby to educate and assist with self-service banking solutions, enhancing their understanding of mobile banking, online banking, and ATMs.
- Processed cash and financial transactions accurately and efficiently while maintaining compliance with bank policies and procedures.
- Maintained a high level of professionalism, confidentiality, and attention to detail while handling sensitive financial information.
Online Order Filling and Delivery
Walmart
Secaucus
12.2020 - 08.2021
- Dispensed orders to in-store Pickup Today customers and coordinated with third-party delivery drivers to deliver customer orders directly to their addresses.
- Efficiently shopped for customers' online in-store pickup, general merchandise delivery(GMD), and Express delivery orders throughout every department while helping in-store customers in a fast paced work environment.
- Addressed customer issues regarding items and provided alternative solutions, including item substitutions within quality/price range, managing refunds, and communicating shipping dates for future online purchases from inventory management.
- Provided support and guidance to new personal shopper associates to ensure effective onboarding.
Cashier & Front End
Walmart
Secaucus
09.2019 - 12.2020
- Effectively scanned coupons, applied discounts, processed payments, handled cash/returns, informed customers about promotions, answered customer questions/explained prices about products, and rang up sales on computerized cash registers. Understood the types of products each department would have in store.
- Completed weekly CBL (Computerized Based Learning) lessons to stay updated on in-store policies and ongoing promotions, ensuring compliance and informed service.
- Trained and supported new cashier associates, facilitating smooth team integration and contributing to a cohesive work environment.
Education
Mathematics Science B.S. - Actuary Major
NJIT
Newark, NJ12-2020
High School Diploma -
North Bergen High School
North Bergen, NJ06-2019
Associate of Business Administration - Business Administration
Hudson County Community College
North Bergen, NJ07-2026
Skills
- Financial product knowledge
- Credit analysis
- Financial analysis
- Customer service excellence
- Client relationship management
- Dispute resolution
- Problem solving
- Attention to detail
- Pressure management
- Interpersonal communication
- Microsoft & G Suite
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Relationship Banker
Bank of America
08.2021 - Current
Online Order Filling and Delivery
Walmart
12.2020 - 08.2021
Cashier & Front End
Walmart
09.2019 - 12.2020
Mathematics Science B.S. - Actuary Major
NJIT
High School Diploma -
North Bergen High School
Associate of Business Administration - Business Administration
Hudson County Community College