PETER TONER III
Levittown,PA
Summary
Professional with significant expertise in the banking industry, prepared to drive operational excellence and customer satisfaction. Known for strong leadership, fostering collaborative team environments, and adapting to changing needs seamlessly. Adept in financial analysis, risk management, customer relationship management, and skilled in sales. Dependable and results-focused, ensuring that organizational goals are met efficiently.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Store Manager
TD Bank NA
03.2023 - Current
- Exceeded expectations for Legendary Experience Index (LEI) and Sales Revenue (SR) by achieving over 100% during Q4
- Led a high-performing team, ensuring daily compliance with operations and store procedures, resulting in an impressive 95% Operational Excellence Rating (OER) during Q4
- Consistently surpassed quarterly sales targets by 15-20% using effective sales and service techniques
- Enhanced staff retention through comprehensive training initiatives
Financial Services Representative II
TD Bank NA
02.2018 - 03.2023
- Annually recognized with Presidential Council Awards for securing over $1M in Mass Affluent assets
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Advised clients on retirement planning options, such as annuities, based on individual goals, while deepening customer relationships through financial expertise to help meet their financial needs
Customer Service Representative I
TD Bank NA
11.2016 - 02.2018
- Increased customer satisfaction by delivering legendary service and promptly addressing inquiries and resolving issues
- Surpassed team and individual targets by a minimum of 20% each quarter, contributing to the growth of the bank's customer base through effective cross-selling techniques and personalized service recommendations
- Collaborated with banking partners to meet customers' banking needs, demonstrating comprehensive knowledge of banking and financial products to surpass customer expectations
- Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
Education
Bachelor of Science - Business Administration And Management
Neumann University
Aston, PA05-2017
Skills
- Strategic Leadership
- Team Building
- Effective Communication
- Microsoft Office Proficiency
- Problem-Solving Expertise
- Operational Efficiency Management
- Client Relationship Management
- Business Development
- Organizational Time Management
- Customer Service
Certification
- Pennsylvania Life, Accident and Health, 07/01/18, Present
- NMLS License, 11/01/16, Present
- Notary Public, 12/01/20, Present
Timeline
Assistant Store Manager
TD Bank NA
03.2023 - Current
Financial Services Representative II
TD Bank NA
02.2018 - 03.2023
Customer Service Representative I
TD Bank NA
11.2016 - 02.2018
Bachelor of Science - Business Administration And Management
Neumann University
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