Detail-oriented professional known for enhancing operational efficiency and compliance. Experienced in managing customer relationships and implementing effective sales strategies to achieve business objectives. Ready to leverage expertise to support branch performance.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Retail Banker 1
TD Bank
West Palm Beach, Florida
06.2025 - Current
Assists customers with account inquiries and service requests.
Process transactions accurately and efficiently on the teller line.
Educate clients about banking products and services available.
Maintain compliance with banking regulations and policies during operations.
Collaborate with team members to improve customer service processes.
Resolves customer issues promptly and professionally to enhance satisfaction.
Track sales goals set by the branch manager, and implement plans accordingly.
Drive branch sales and portfolio growth by recommending various financial products to prospective customers.
Process new accounts, including checking, savings, and certificates of deposit.
Identify cross-selling opportunities to meet customer needs, and refer products to increase sales volume.
Perform special services for customers, including ordering bank cards and checks.
Manager
Luke's Dixie Donuts
Jupiter, Florida
12.2023 - 06.2025
Supervised daily operations, maintained efficiency, and quality standards.
Managed vendor relationships by negotiating contracts.
Coached, mentored, and trained team members in order to improve their job performance.
Maintained customer service standards, and resolved complaints promptly.
Assigned tasks to associates to fit skill levels, and maximize team performance.
Oversee marketing initiatives, increasing brand awareness, and sales.
Evaluated individual and team performance, and identified opportunities for improvement.
I interviewed prospective employees and provided input to the upper management team.
Executive Assistant
Surfside Academy
Palm Beach Gardens, Florida
08.2023 - 03.2024
Maintained executive calendars, scheduled meetings, conferences, and appointments.
Created reports on customer interactions, trends, sales, and key metrics using CRM.
Developed strategies for increasing customer satisfaction and sales volume.
Reviewed and processed expense reports and invoices for accuracy and completeness.
Developed systems to maintain confidential records, compliant with company policies.
Greeted visitors, provided information, and directed them to the appropriate destination.
Answered and transferred incoming telephone calls to appropriate departments.
Education
Bachelor of Science - Finance
Western Governors University
Salt Lake City, UT
01-2027
Associate of Science - Business Administration And Management
Queensborough Community College
Oakland Gardens, NY
07-2022
Skills
Team Leadership, Coaching & Goal Achievement
Performance Management & Development
Conflict Resolution & Problem Escalation
Legendary Customer Service Delivery
Needs-Based Financial Advice
Sales Strategy Execution
Meeting Daily & Quarterly Sales Targets
Knowledge of Banking Products & Services
Policy, Procedure & Regulatory Adherence
Cash Handling & Vault Management
Transaction Accuracy & Documentation Review
Risk Identification & Mitigation
Process Improvement & Operational Efficiency
Strong Verbal & Written Communication
NMLS Registration Compliance
Notary Services
Certification
Real Estate Sales Associate
Timeline
Retail Banker 1
TD Bank
06.2025 - Current
Manager
Luke's Dixie Donuts
12.2023 - 06.2025
Executive Assistant
Surfside Academy
08.2023 - 03.2024
Bachelor of Science - Finance
Western Governors University
Associate of Science - Business Administration And Management
General Practice Resident at Marshall University / Cabell Huntington HospitalGeneral Practice Resident at Marshall University / Cabell Huntington Hospital