Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sean Gonzalez

Forest Hills,NY

Summary

Banking professional with extensive experience in financial services and customer relations, contributing to streamlined operations and enhanced client satisfaction. Highly collaborative team player known for delivering consistent results and adapting to evolving situations. Skilled in risk management and account reconciliation.

Overview

6
6
years of professional experience

Work History

Banking Associate

TD Bank
02.2023 - 03.2025
  • Expertise in customer service and suggestive selling leading to top 20 in the region in sales
  • Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
  • Fostered strong client relationships, providing personalized service and maintaining open communication channels.
  • Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.

Head Teller

Dime Community Bank
11.2021 - 02.2023
  • Trained to uphold brand standards through operational protocols, processing payments and customer service
  • Oversaw currency shipments and deposits while adhering to strict safety guidelines.
  • Provided support during audits, gathering necessary documentation and demonstrating compliance with internal controls.
  • Coordinated workflow among tellers, assigning tasks and monitoring performance for optimal efficiency during peak hours.

Bookkeeper

ICAB AND DOORS, INC.
02.2020 - 10.2021
  • Kept detailed record of all company expenses & revenue
  • Responsible for creating profit and loss reports to assist company in rebranding efforts
  • Uphold both accounts receivable and accounts payable procedures to ensure optimal performance

Intern

BlackRock
08.2019 - 02.2020
  • Trained to analyze and assemble all clientele portfolios
  • Furnished detailed spreadsheets to account for external revenues
  • Responsible for restructuring and creating a more efficient course of action for the accounts receivable department


Education

ASSOCIATE OF SCIENCES - Business Management & Economics

SUNY EMPIRE STATE COLLEGE
New York, NY
01.2023

Skills

  • Communication
  • Organization
  • Time Management
  • Teamwork
  • Leadership
  • Branch operations
  • Payment processing
  • Collateral valuation
  • Banking software proficiency

Timeline

Banking Associate

TD Bank
02.2023 - 03.2025

Head Teller

Dime Community Bank
11.2021 - 02.2023

Bookkeeper

ICAB AND DOORS, INC.
02.2020 - 10.2021

Intern

BlackRock
08.2019 - 02.2020

ASSOCIATE OF SCIENCES - Business Management & Economics

SUNY EMPIRE STATE COLLEGE

Similar Profiles

CREATE PROFILE
Sean Gonzalez