Naome Offermans
Retail Banker I
Bronx
Summary
Retail banking professional prepared to deliver exceptional customer service and effective financial solutions. Known for building strong client relationships and providing personalized banking advice. Reliable team player, adaptable to evolving needs, with strengths in account management and transaction accuracy.
Overview
8
8
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Retail Banker
TD Bank
01.2024 - 03.2026
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Reached out, generated appointments and built new relationships to grow business.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Executed wire transfers, stop payments and account transfers.
- Participated in community outreach events, representing the bank positively while establishing valuable business connections within the local market area.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Referred customers to other banking departments for specialized services.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
Assistant Manager
T-Mobile
08.2021 - 01.2023
- Oversaw daily operations of a high-volume T-Mobile retail store, achieving consistent sales growth and high customer satisfaction ratings.
- Developed and implemented effective sales strategies and promotional campaigns to drive revenue and meet monthly and quarterly sales targets.
Manager
Boost Mobile
06.2018 - 11.2020
- Implemented an innovative training program for new and existing employees, focusing on product knowledge, sales techniques, and customer service skills. This program increased employee retention, reduced turnover, and improved overall performance metrics.
Education
Associate - Criminal Justice
Bronx Community College
Bronx, NY12.2022
Skills
- Consumer banking
- Branch operations
- Criminal Justice Investigations
- Financial product sales
- Cash handling proficiency
- Investment advising
- Business customer support
- Relationship building and management
- Cash handling and management
- Compliance, banking laws, and regulations
- Customer service excellence
- Banking software
- Portfolio management
- Customer financing
Certification
01/2024
Timeline
Retail Banker
TD Bank
01.2024 - 03.2026
Assistant Manager
T-Mobile
08.2021 - 01.2023
Manager
Boost Mobile
06.2018 - 11.2020
Associate - Criminal Justice
Bronx Community College