Summary
Overview
Work History
Education
Skills
Languages
Timeline
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SAM BERNAL

333 University Drive Apt 315 Coral Gables

Summary

Personal Banker with 4+ years of experience in retail banking, customer service, and client relationship management. Proven ability to drive customer success by leveraging consultative sales techniques to match clients with optimal financial products and services. Known for delivering personalized banking solutions and fostering long-term client loyalty.

Overview

4
4
years of professional experience

Work History

PERSONAL BANKER

TD BANK
10.2021 - 07.2024
  • Led consultative meetings with existing customers and prospects to evaluate banking needs, identify sales opportunities, and provide education on financial solutions, including checking accounts, personal loans, checking savings accounts, and online banking.
  • Achieved 180% of sales quota month and built relationships with customers to ensure alignment with financial needs and goals.
  • Understand and determine customer needs to recommend specific solutions to those needs while exercising discretion in confidential matters.

CUSTOMER EXPERIENCE ASSOCIATE

TD BANK
10.2020 - 10.2021
  • Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.
  • Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
  • Prioritized multiple tasks while maintaining accuracy and timeliness.
  • Promoted a culture of teamwork and increased productivity.

Education

MASTER OF MARKETING -

GRIFFITH UNIVERSITY
Brisbane Australia
07.2010

MASTER OF INTERNATIONAL BUSINESS -

GRIFFITH UNIVERSITY
Brisbane Australia
07.2009

Skills

  • Client relations
  • Banking Products
  • Customer Service
  • Financial advising
  • Risk management
  • Portfolio management
  • Finance
  • Financial service
  • Lending service
  • Leadership
  • Public Relations
  • Retail banking
  • Cross-selling
  • Sales

Languages

Spanish
Native or Bilingual
Japanese
Limited Working
Korean
Elementary

Timeline

PERSONAL BANKER

TD BANK
10.2021 - 07.2024

CUSTOMER EXPERIENCE ASSOCIATE

TD BANK
10.2020 - 10.2021

MASTER OF MARKETING -

GRIFFITH UNIVERSITY

MASTER OF INTERNATIONAL BUSINESS -

GRIFFITH UNIVERSITY

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SAM BERNAL