Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Paola Duffo

Daytona Beach,FL

Summary

Driven professional with background in banking. Possess strong knowledge of financial products and services, regulatory requirements, and customer service principles. Confident in decision-making abilities, risk management skills and ability to build relationships with clients. Previous work made significant impact on customer satisfaction levels and operational efficiency at previous institutions.

Overview

21
21
years of professional experience

Work History

Financial Services Representative

TD Bank
Rockaway, NJ
03.2020 - 03.2023
  • Offering financial products based on individual needs
  • Cross-selling services
  • Building strong customer relationships
  • Maintaining a high level of customer satisfaction

Private Client Banker

Chase Bank
Morris Plains, NJ
09.2009 - 06.2019
  • Manage complete banking relationship for customers
  • Acquire new clients through referrals and collaboration with specialists
  • Advise on all products and services
  • Maintain a high level of personal service

Banking

Various
Various, NJ
01.2002 - 12.2008
  • Teller and personal banker positions in New Jersey

Education

Bachelor of Science - Gerontology

Universidad Del Quindio
Colombia
11-1995

Skills

  • Developing customer relationships
  • New customer acquisition
  • Financial planning
  • Promoting Products
  • Cross-selling and partner referrals
  • Goal Planning

Languages

Spanish
Native/ Bilingual
English
Full Professional
Portuguese
Professional

Timeline

Financial Services Representative

TD Bank
03.2020 - 03.2023

Private Client Banker

Chase Bank
09.2009 - 06.2019

Banking

Various
01.2002 - 12.2008

Bachelor of Science - Gerontology

Universidad Del Quindio

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Paola Duffo