Melissa Toro
Eastchester ,NY
Summary
Proficient banking affiliate committed to excelling in a competitive atmosphere. Results driven and eager to use 11 years of experience in sales and operations. Obtain a position where I can apply my communication and interpersonal skills, as well as maximize my potential and employment experience and become part of your results oriented team.
Overview
12
12
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
12.2022 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Work with highly affluent clients.
- Lead end-to-end onboarding and maintenance activities for new and existing clients.
- Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
- Act as a key team member leading our clients’ digital experience with the firm.
- Create ease of access and interaction, while protecting their privacy and security.
Relationship Manager Business Owner Specialist
BANK OF AMERICA
09.2021 - 12.2022
- Providing excellent customer service throughout all interactions
- Effectively managed client portfolios and offer financial advice regarding investments, savings etc
- Supported identifying potential sales opportunities to new and existing clients
- Maximize on sales behavior to increase individual consumer, business and lending goals
- Consistently perform outbound sales and service calls on a daily basis in line with business targets.
Universal Branch Associate
CAPITAL ONE BANK
09.2018 - 09.2021
- Recognized for outstanding customer experience by consistently going above and beyond for clients
- Ensure compliance of policies and procedures as well as state and federal regulations
- Proactively resolve all customer service related issues
- Expanded customer relationships by maintaining a regular follow-up process and building rapport.
Teller
CAPITAL ONE BANK
04.2017 - 09.2018
- Supervised other tellers and helped coordinate their schedules accordingly
- Worked closely with Operations Specialist in managing and maintaining the branch operations and retention
- Accurately balancing and reconciled teller drawers and vault at the end of every shift
- ATM cash ordering, troubleshooting, and balancing on weekly basis
- Developed and trained new and existing associates to ensure their success.
Teller
BANK OF AMERICA
08.2013 - 09.2015
- Recognized for highest teller referrals in the branch on a consistent basis
- Mentored and motivated fellow peers to succeed at referring clients to the platform area
- Redirect special services to appropriate staff from service desk by uncovering needs that fall under
- Customer Acquisition (Deposit & Savings accounts), Credit, Mortgage, and Merchant Services
- Consistently passed all audits by following bank’s policies and procedures
- Recognized for given 10s across the board for client experience
- Accurately balancing and reconciled teller drawers at the end of every shift.
Education
Business Administration And Management
LaGuardia Community College
2017
Skills
- Prioritizing and Planning
- Customer Service
- Risk Management
- Attention to Detail
Skills
- Time Management
- Wealth Management
- Risk Mitigation
Timeline
Wealth Management Client Associate
Merrill Lynch
12.2022 - Current
Relationship Manager Business Owner Specialist
BANK OF AMERICA
09.2021 - 12.2022
Universal Branch Associate
CAPITAL ONE BANK
09.2018 - 09.2021
Teller
CAPITAL ONE BANK
04.2017 - 09.2018
Teller
BANK OF AMERICA
08.2013 - 09.2015
Business Administration And Management
LaGuardia Community College