Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Relationship Manager /Relationship Banker
Bank of America
01.2019 - Current
Build and deepen relationships with financially affluent clients and potential prospects
Uncover client’s needs and make proper recommendations
Leverage partners to tailor solutions to better assist clients
Resolve problems independently, escalating more difficult tasks to upper management as need be
Consistently call clients from an assigned book of business during scheduled call times
High motivation with ability to successfully meet team objectives while maintaining individual performance
Teller/ Customer Service Representative
TD Bank
01.2015 - 01.2019
Experience assessing customer needs and recommending products/services to fulfill those needs
High motivation with ability to successfully meet team objectives while maintaining individual performance
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Possess and active NMLS ID (National Mortgage Licensing System & Registry) and take residential mortgage loan business applications
Schedule periodic meetings and check-points with clients to provide value-added services
Resolve problems independently, escalating more difficult issues to upper management as need be.
Customer Experience Coordinator
Marshalls
01.2014 - 01.2015
Provided prompt, Resolves customer service issues appropriately and competently
Aided in maintaining a clean, customer friendly environment in the store
Responsible for operational controls at the front-end, layaway, and jewelry
Performed tasks in a fast paced team environment
Ensures front-line Associates provide prompt, courteous, and
knowledgeable service to all customers.
Education
Middlesex County College
2017
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Old Bridge High School
2013
Skills
Microsoft Office Excel and Word
Communications
Team Leadership
Strategic Problem-Solving
Bank Financing
Manage coaching and Training
Active Listening
Timeline
Relationship Manager /Relationship Banker
Bank of America
01.2019 - Current
Teller/ Customer Service Representative
TD Bank
01.2015 - 01.2019
Customer Experience Coordinator
Marshalls
01.2014 - 01.2015
Middlesex County College
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Old Bridge High School
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