Rafael Saez
Mount Laurel,NJ
Summary
Dedicated and focused professional with a passion for valuable financial service. Offering top performance in a positive work environment with a commitment to goals, values, and consistency. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Service Representative
TD Bank NA
11.2019 - Current
- Work with clients to develop financial planning strategies and solutions through evaluation of finances.
- Ensure that all activities and work functions comply with compliance requirements as defined in company policies and procedures and state/federal laws and regulations.
- Contribute to achievement of branch sales goals by aggressively selling products to new and existing customers and set goals for tellers and new account reps through efficient coaching.
- Booked $2.4MM in sales for fiscal year 2022 and 2.2MM in sales for fiscal year 2023. As of July 2024 booked $2.77MM in sales.
- Achieved president's council every year since 2021.
Customer Service Representative
TD Bank NA
09.2017 - 11.2019
- Contact new and existing customers to discuss their needs and explain how these needs could be met by specific products and services.
- Responsible for meeting or exceeding specific individual sales goals.
- Provide superior banking services to customers in a professional manner.
- Make referrals to business partners when appropriate.
Skills
- Financial services
- Risk management
- Customer relationship building
- Effective communication
- Supervisory tasks
- Problem solving
- Proficient in Salesforce application
- Organization and time management
Certification
- Licensed New Jersey Life and Health Insurance
- Notary Public
- Medallion Signature
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
Senior Financial Service Representative
TD Bank NA
11.2019 - Current
Customer Service Representative
TD Bank NA
09.2017 - 11.2019
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