Nancy Porter
New Port Richey
Summary
Reconized for exceptional customer service and problem-solving skills. Proven track record in driving sales through effective marketing strategies and cross-selling opportunities. Proficient in MS Office, with strong communication abilities and a goal-oriented mindset, consistently achieving branch sales targets and enhancing client satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Retail Banker
TD Bank NA
New Port Richey
05.2004 - 03.2025
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Identified and resolved complex client service issues to deliver exceptional customer service.
- Developed marketing strategies for branch promotions aimed at increasing customer traffic.
- Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
- Processed new accounts including checking, savings, certificates of deposit, and IRAs.
- Recommended additional products or services based on customer needs.
- Provided customer service support for incoming calls and emails.
Education
High School Diploma -
James Lyng High School
Montreal 06-1982
Skills
- Excellent communication skills
- Exceptional customer service
- MS office proficient
- Customer service excellence
- Problem-solving aptitude
- Self motivation
- Multitasking
- Verbal and written communication
- Time management abilities
- Goal oriented
Languages
English
Full Professional
French
Full Professional
Certification
- Notary Public License
- NMLS License
Affiliations
- Yoga
- Swimming
- Walking
- Love to cook and entertain
- Enjoy family and friends
References
References available upon request.
Timeline
Retail Banker
TD Bank NA
05.2004 - 03.2025
High School Diploma -
James Lyng High School