Dynamic finance professional with extensive experience at TD Bank, excelling in customer service and staff management. Proven track record in boosting customer satisfaction through effective problem-solving and proactive engagement. Skilled in regulatory compliance and contract preparation, driving operational efficiency and team development to achieve branch goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Store Supervisor/ Teller Service Manager
TD Bank
Old Bridge, NJ
03.2025 - Current
Supervise work of tellers and retail bankers, training new team members and monitoring performance.
Deal with customer complaints and rectify product and service issues on a daily basis.
Boosted customer satisfaction with proactive initiatives focused on improved engagement and service resolutions.
Able to communicate effectively and productively with senior levels of management on a daily basis to ensure the proper running of the branch.
Responsible for maintaining cash flow and adhering to cash levels in order for the branch to run effectively without interrupting service to our customers.
Single control of cash vaults.
Finance and Insurance Manager
Route 1 Chrysler Dodge Jeep Ram
Lawrenceville, NJ
02.2022 - Current
Established and maintained trust with lenders, focusing on securing optimal approvals for customers.
Ensured efficient handling of customer applications using OFAC and Red Flag systems.
Directed implementation of more streamlined electronic contracting methods at dealership.
Conducted training sessions for managers, salesmen, and service providers on using digital signatures.
Engaged with customers face-to-face to understand their demands and expectations.
Advise on, and sell, aftermarket warranties.
Documented and monitored adherence to sales funding schedules.
Implemented follow-up processes to ensure dealership compliance with monthly audit requirements.
Comply with all legal and regulatory standards.
Store Supervisor
Td Bank
Staten Island, New York
08.2019 - 02.2022
Assisting ASM with all quarterly audits
Worked with AML on resolving customer issues
Responsible for daily ATM maintenance including emptying, refilling and balancing
Leading platform to maintain high LEI
Develop employees for promotions
Taking lead on quarter goals and new campaigns
Employee schedules
Lobby Leading and engaging customers
Customer Service Representative II
Td Bank
Staten Island, New York
03.2016 - 08.2019
Daily reports for quarterly audits
Training new employees
Employee schedules
Call and follow up on potential new customers and leads.
Customer Service Representative
Td Bank
Staten Island, New York
10.2014 - 03.2016
Build strong client relationships to enhance the TD brand.
Process lending applications for personal and business needs.
Assist customers with any concerns, and finding the right solutions to meet their needs.
Manage client accounts accordingly to maximize their benefits.
Being able to cover the Teller side as a cross-trained employee.
Finance Manager
Furniture To Go
Brooklyn, New York
05.2008 - 10.2014
Responsible for all finance applications and contracts.
Log of daily schedules, including employee schedules, and scheduling of deliveries.
Responsible for deposits of money on customer receipts.
Interact daily with manufacturers for the ordering of customer merchandise.
Help in the resolution of customer problems, inquiries regarding their merchandise, deliveries, etc.