Nicholas D'Amato
Port Saint Lucie,FL
Summary
Accomplished financial professional who is dedicated to providing exemplary service and going above and beyond for each customer.
Consistently meets goals by over 100% while delivering a legendary experience for each and every customer.
Follows regulations and compliancy rules to ensure the safety of the bank and colleagues
Overview
6
6
years of professional experience
1
1
Certification
Work History
Retail Banker 1
TD Bank
Port Saint Lucie, FL
04.2024 - Current
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- 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.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
Banking Associate
TD Bank
Port Saint Lucie, FL
01.2024 - Current
- Performed special services for customers, ordering bank cards and checks.
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
- Responded promptly and effectively to emails from customers seeking advice or assistance.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Advised customers on how best to manage their finances in order to maximize returns.
Teller
TD Bank
Port Saint Lucie, FL
06.2023 - 12.2023
- Built and maintained client relationships through quality, personalized interactions.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Verified customers' identification to ensure compliance with laws and regulations.
- Handled large volumes of currency quickly and accurately with minimal errors.
Supervisor
Chick Fil A
Port Saint Lucie, FL
06.2020 - 10.2022
- Implemented new operational procedures, increasing efficiency.
- Managed scheduling for staff, ensuring adequate coverage during peak times and projects.
- Addressed and resolved interpersonal conflicts within the team, maintaining a harmonious work environment.
- Analyzed company's expenditures and developed financial models.
Education
Associate of Arts - Biology
IRSC
Port Saint Lucie05-2023
Skills
- Problem Solving
- Cold Calling
- Uncovering Client Needs
- Exceptional Customer Service
Accomplishments
- CEO Award Winner
- 7 time Wow Star Lunch in winner
- Exceeded SR goal over 100% every quarter
- Implemented successful SOP's
- Helped branch reach over 4 million dollars in wealth deals
- Being apart of the SLW team
Certification
-SIE Certified
Timeline
Retail Banker 1
TD Bank
04.2024 - Current
Banking Associate
TD Bank
01.2024 - Current
Teller
TD Bank
06.2023 - 12.2023
Supervisor
Chick Fil A
06.2020 - 10.2022
Associate of Arts - Biology
IRSC
Awards
CEO Award Winner