Riley N Mercado
Ocala,FL
Summary
Energetic leader, successful at motivating and building positive team dynamics to accomplish aggressive goals. Dedicated to an open, communicative culture where employees feel empowered to contribute to the company's success. Eight plus years of leadership and management experience with a focus of seven plus years in the banking and finance industry, and ten plus years of customer service and retail experience.
Overview
8
8
years of professional experience
Work History
Retail Financial Representative
American Eagle Financial Credit Union
Glastonbury, Connecticut
05.2023 - 02.2025
- Ensured all transactions, documents, and applications were accurate and processed accordingly
- Enhanced member relationships by providing personalized service during each interaction and recommending products to meet member needs
- Processed check cashing, deposits, and account maintenance
- Conducted branch audits
- Leveraged software and systems to research and resolve member inquiries
- Maintained records of member interactions, thoroughly recording details of referrals
- Served as credit union ambassador
- Performs team huddles and team-building exercises.building exercises
- Loan trained, NMLS, credit life and disability trained and certified
Bank Supervisor
TD Bank
CT
06.2017 - 11.2022
- Created, managed, and led high-performing teams.
- Coached and trained new/existing employees to organizational expectations.
- Created and maintained multiple spreadsheets to track and assess daily, monthly, and quarterly data and procedures.
- Responsible for financial center cash ordering and balancing
- Responsible for all financial center audits and negotiables.
- Handled complex situations and the execution of conflict resolution
- Created and managed the financial center's employee schedule, PTO, staffing needs/issues, and availability.
- Created employee improvement plans and was responsible for follow-ups (Skill builders).
- Completed financial transactions on a daily basis, such as cashing checks, making deposits, opening checking accounts, opening savings accounts/CDs, and referring to business partners, such as merchant services.
- Helped customers achieve their financial goals by reviewing their financial needs, situation, and creating a financial plan, along with recommendations, tools, and resources to help.
Education
Master of Science - Human Resources Management
Southern New Hampshire University
New Hampshire06-2026
Bachelor of Science - Business Administration Minor Psychology
Goodwin University
East Hartford, CT06-2023
Skills
- Conflict resolution skills
- Experience with Microsoft Excel and Word
- Experience with OFAC
- Strong communication skills, bilingual: Spanish
- Exceptional organizational skills
- Project management experience
- Performance tracking
- Sales management
- Operations management
- Cash management
- Staff management
- Training and mentoring
Affiliations
Phi Theta Kappa Honor Society
Languages
Spanish
Native/ Bilingual
Timeline
Retail Financial Representative
American Eagle Financial Credit Union
05.2023 - 02.2025
Bank Supervisor
TD Bank
06.2017 - 11.2022
Master of Science - Human Resources Management
Southern New Hampshire University
Bachelor of Science - Business Administration Minor Psychology
Goodwin University
Similar Profiles
ALEXIS DUQUETTEALEXIS DUQUETTE
Personal Financial Representative at American Eagle Financial Credit UnionPersonal Financial Representative at American Eagle Financial Credit Union
Kendry J. SuarezKendry J. Suarez
Virtual Financial Representative at American Eagle Financial Credit UnionVirtual Financial Representative at American Eagle Financial Credit Union
VISHAL SHAHVISHAL SHAH
Senior Business Intelligence Developer at American Eagle Financial Credit UnionSenior Business Intelligence Developer at American Eagle Financial Credit Union
Joshua SantiagoJoshua Santiago
Inventory Control at Ideal TridonInventory Control at Ideal Tridon
Gavon EavesGavon Eaves
Construction Crew Leader at Eagle AluminumConstruction Crew Leader at Eagle Aluminum