Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tony Gregory

Trevose,PA

Summary

Dear Hiring Manager, I'm applying for a position at your company. Based on the posted description, I'm confident that i am fully qualified for the position and will be a strong addition to your team. Please find my resume attache. I can be reached at the above number or at my email address.

I am looking to obtain a position that provides opportunities for professional and personal growth. Also a chance to utilized all of my skills to create a positive work environment for customers and a coworkers.

Overview

16
16
years of professional experience

Work History

Relationship Banker

Chase Bank N.A
Philadelphia, PA
11.2022 - Current
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
  • Educated clients about various banking products available at the institution.

Sales and Service Manager

Penn Community Bank
Bristol, PA
11.2021 - 11.2022
  • Provided outstanding service to new and long standing customer by attending closely to concerns and developing solutions
  • Set clear expectations and helped employees pursue optimal paths for achieving each target
  • Coached team members for frowth and retention
  • Community Member of the bank, BBBA, LBCCC and Newtown Business Association
  • Operationally sound with regards to internal and external audits

Relationship Banker

Santander Bank Us
Philadelphia, PA
07.2019 - 10.2021
  • Advised customer on bank products, servies and financial planning options
  • Addressed inquires from clients and relationship management department team members
  • interacted with prospects by asking appropriate open ended question to better understand products and services required
  • Team up with branch partners to come up with a strategy for referrals to each department
  • Licenses obtained, Securities Industry Essentials (SIE) Series 6 and Series 63

Financial Services Representative

TD Bank
Bensalem, PA
10.2016 - 06.2019
  • Sales Leader of the branch, Highest goal
  • Senior leader for teammates based on knowledge
  • Coach tellers to understand sales and how to promote sales using customer experience and service
  • Worked directly with Management to achieve sales goals
  • Enhanced customer experience to promote sales personally

Personal Banker 1

Wells Fargo
Morrisville, PA
11.2015 - 09.2016
  • Kept sales threshold over 100% three straight quarters
  • Assisted store manager with daily reports and in times of need
  • Improved sales numbers each month
  • Coached coworkers and assisted in development

Customer Service and Sales Representative

Wells Fargo
Morrisville, PA
07.2014 - 11.2015
  • Number 1 CSSR in District 3 of 4 quarters
  • Exceptional Customer service performed daily with sales in mind
  • Directed customers regarding financial needs and wants
  • strict on policy and procedures

Stock/Group Leader

Rite Aid Distribution Center
Fairless Hills, PA
12.2007 - 06.2014
  • Supplied associates with products to ship to over 100 stores
  • Teamwork was needed to complete daily goals
  • Group leader for 5 months,Directed 12-15 associates daily to complete goals
  • Use a computer to research and input numbers
  • Reported to supervisor daily with goals and progress

Education

Pennsbury High School
Fairless Hills, PA
06.2004

Some College (No Degree) -

Lincoln University
Lincoln University, PA

Some College (No Degree) -

Cabrini University
Wayne, PA

Skills

  • Customer service experienced
  • Sales experienced
  • Ability to coach/lead
  • Hard working
  • Very outgoing
  • Ambitious
  • Family Oriented

Timeline

Relationship Banker

Chase Bank N.A
11.2022 - Current

Sales and Service Manager

Penn Community Bank
11.2021 - 11.2022

Relationship Banker

Santander Bank Us
07.2019 - 10.2021

Financial Services Representative

TD Bank
10.2016 - 06.2019

Personal Banker 1

Wells Fargo
11.2015 - 09.2016

Customer Service and Sales Representative

Wells Fargo
07.2014 - 11.2015

Stock/Group Leader

Rite Aid Distribution Center
12.2007 - 06.2014

Pennsbury High School

Some College (No Degree) -

Lincoln University

Some College (No Degree) -

Cabrini University

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Tony Gregory