Ricco Warden
Fitchburg
Summary
Motivated Financial Professional who's energetic willing to work hard while implementing legendary customer service leading to heping improve the lives of those in need. Goal driven and determined to become a Financial Advisor, currently holding my Life Insurance license and working on getting my SIE.
Overview
9
9
years of professional experience
1
1
Certification
Work History
BANK ASSOCIATE
TD BANK
09.2024 - Current
- Supported branch operations by maintaining compliance with banking regulations and internal policies.
- Trained new associates on banking procedures and software systems, fostering a collaborative environment.
- Bridged language barriers between staff members and non-English speaking clients for improved communication and service delivery.
- Participated in ongoing training programs to stay current on industry trends, regulations, best practices, and new product offerings.
- Assisted clients with account inquiries and transactions, ensuring accurate processing of requests.
- Consult with financial wealth partner
- Processed customer transactions efficiently, enhancing overall service experience and satisfaction.
- Warm/Outbound calling
- Step it up award
- Mentorship
Security Officer
Intercon Security
05.2023 - 09.2023
- Monitored premises to ensure safety and security protocols were followed consistently.
- Conducted regular patrols to identify potential hazards and prevent unauthorized access
- Assisted in training new security officers on operational procedures and emergency response techniques.
- Checked and verified photo identification prior to granting facility access.
- Wrote detailed reports on property damage, theft, presence of unauthorized persons and unusual incidences.
Mentor
SouthEnd Youth Basketball
01.2017 - 01.2018
- Coached multiple teams of students from the ages 5-8 through practices and games.
- Created drills and circuits for students to better develop their skill level.
- Taught the basics of passing, shooting, rebounding, and other basketball fundamentals.
Education
MA Bachelor of Science - Business Administration, Finance
Le Moyne College
05.2024
Skills
Microsoft Excel proficiency, Team collaboration, Branch operations, Portfolio management, Loan processing, Financial planning, Debt management, Creative thinking, Money handling, Relationship building, Teller experience,Account openings, Self-motivated nature, Bookkeeping, Finance operations
Accomplishments
- STEP IT UP AWARD in 2024
- Ranked #1 for Banking Associate in the Region
- Ranked #4 in the Market
Affiliations
- Le Moyne ASU House of Umoja
- ASU Fashion Club
- KickNCaps
Certification
Life Insurance License
Public Notary
Languages
Fluent in English, intermediate in Spanish; Vietnamese, and Albanian
ACADEMIC COURSES
Corporate Finance, Principles of Accounting, Organizational Behavior, Business Analytics, Macroeconomics, Microeconomics, Principles of Marketing, Investments, Banking, Globalization in world differences, Business policy, Sports Marketing, Legal Environment of Business.
Timeline
BANK ASSOCIATE
TD BANK
09.2024 - Current
Security Officer
Intercon Security
05.2023 - 09.2023
Mentor
SouthEnd Youth Basketball
01.2017 - 01.2018
MA Bachelor of Science - Business Administration, Finance
Le Moyne College