Deliver exceptional service resulting in more meaningful outcomes aligning with the company's goal. Deepening relationships and trust through working collaboratively with the team to ensure company productivity and success.
Overview
16
16
years of professional experience
Work History
Customer Experience Coordinator
TD Bank
09.2017 - Current
Consistently executed appropriate behaviors to deliver quality customer service experience in the store
Conducted needs-based conversations and offers financial solutions to meet customer needs
Made quality referrals to appropriate partners
Responsible for making sound decisions and timely problem resolution
Provided exceptional customer service by meeting all customer demands relating to both teller and some platform activities
Focused on servicing the customer, on both the teller line and platform, with the added responsibility of simple product sales; Activities included but were not limited to: teller transactions, open/close personal deposit accounts, Debit Card/Credit Card issues, Regulation E, Mobile and On-Line banking
Brought in referrals to store colleagues and partners to support the broader more complex financial needs of customers
Trained and acted as a mentor to new Tellers.
Financial Service Representative
TD Bank
03.2016 - 09.2017
Sold insurance products to new and existing Customers
Meet with customers and prospects and develops understanding of other financial objectives and needs
Assessed customer information and suggested appropriate product and service solutions
FSRs are required to maintain active registration with State Life & Health Insurance licensing
FSRs act in a dual role as FSR and Customer Service Representative and are the primary contact and resource for large/complex credit needs within the store
Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry
Teller
TD Bank
06.2014 - 02.2016
Processed regular teller transactions for customers including servicing customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, night deposits, correcting discrepancies and making necessary adjustments
Balancing Automated Teller machines (ATMs) and Teller Cash Dispensers (TCD)/ Teller Cash Recyclers (TCR) as necessary
Electronics Department Supervisor
Staples
03.2013 - 05.2014
Served as a manger overseeing the electronics department team
Handled scheduling, inventory, service intakes, employee training and sales coaching
Cash-handling management
Addressed customer service complaints
Worked alongside other members of store leadership to facilitate daily operations.
Electronic Sales Associate
Staples
03.2012 - 02.2013
Engaged in sales of electronic equipment
Responsible for booking service appointments and updating inventory
Cash-handling management.
Sales Associate
Active World Solutions
01.2008 - 02.2012
Managed existing client accounts
Acquired new client accounts
Coordinated with company design team and warehouse
Served as a liaison assessing client needs and curating proposals to fit those needs
Oversaw product quality control
Represented company during national conventions.
Education
Health
Borough of Manhattan Community College
New York, NY
05.2025
Mathematics
University of Albany
Albany, NY
01.2011
Skills
Trained in FDIC compliance, upholding state and federal regulatory standards in customer information protection and privacy
Trained in fraud prevention, identity theft and identifying elder abuse through financial means
Well-versed in using customer information interfaces and systems such as ENCORE, Fidelity, Sales Force, Titan web, C-Mod and Lotus notes