Summary
Overview
Work History
Education
Certification
Timeline
Generic

Tristan Koch

Doylestown,PA

Summary

Results-oriented banking professional with 8+ years in retail and commercial banking. Expertise in client relationship management, team leadership, and business growth through exceptional service and strategic initiatives. Proficient in loan origination, processing, negotiation, and closing. Achievements include consistently exceeding sales targets and improving operational efficiencies.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Store Manager

TD Bank N.A.
Jamison, Pa
04.2023 - Current
  • Lead and manage all branch operations with an emphasis on delivering exceptional customer experiences and achieving financial objectives.
  • Oversee a team of 7, including hiring, training, performance management, and professional development.
  • Actively collaborate with Commercial Banking, Treasury Management, and Wealth Management partners to identify client opportunities and drive cross-business referrals.
  • Analyze branch performance data and implement strategies to exceed sales goals and improve operational efficiency.
  • Ensure compliance with banking regulations and policies, mitigating risk while maintaining high service standards.
  • Successfully manage business loan applications, underwriting, and closings, strengthening community relationships.

Assistant Store Manager

TD Bank N.A.
Newtown, Pa
08.2021 - 04.2023
  • Supervised and developed a team of 9, fostering a culture of accountability and engagement.
  • Provided expert guidance on bank processes, products, and policies to enhance staff effectiveness.
  • Excelled in deepening customer relationships by offering tailored financial solutions and exceptional service.
  • Played a pivotal role in branch performance, surpassing sales goals, customer satisfaction benchmarks, and compliance standards.
  • Partnered with Commercial Lending and other business lines to expand client offerings and deliver holistic solutions.
  • Spearheaded the resolution of customer complaints, ensuring timely and satisfactory outcomes.

Financial Services Associate, Teller II, Teller

TD Bank N.A.
Various Locations
07.2017 - 08.2021
  • Ensured seamless operations and customer service across understaffed branches in region.
  • Supervised and trained branch employees on sales, compliance, and operational procedures.
  • Processed loan applications, opened new accounts, and provided tailored financial solutions.

Education

Associate of Arts - Business Administration

Bucks County Community College
05.2018

Bachelors - Accounting

Empire State University (SUNY)

Certification

Certificate in Business and Commercial Lending (Credit Training)— American Bankers Association (ABA)

Timeline

Store Manager

TD Bank N.A.
04.2023 - Current

Assistant Store Manager

TD Bank N.A.
08.2021 - 04.2023

Financial Services Associate, Teller II, Teller

TD Bank N.A.
07.2017 - 08.2021

Associate of Arts - Business Administration

Bucks County Community College

Bachelors - Accounting

Empire State University (SUNY)

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Tristan Koch