Looking to use my previous financial job experience to assist clients and preserve and improve the overall bank reputation within its immediate community. Striving to learn and grow to achieve personal and company success.
Overview
10
10
years of professional experience
Work History
Universal Banker
Fulton Bank
08.2023 - Current
Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
Purchasing Coordinator
Arivir Corp
01.2022 - 06.2023
Purchase vehicles for export
Sign proper documentation to obtain titles
Operate Excel to keep track of pending and purchased units
Communicate with sellers within the company.
Financial Services Associate
TD Bank
09.2016 - 11.2018
Performed all closing store procedures in a supervisor role
Identified customers' problems and provided balanced resolutions
Assisted customers in balancing checkbooks and properly use of accounts
Assisted customers with opening personal as well as business banking accounts
Exhibited excellent customer service performance via carefully analyzed rapport
Assisted existing business customers in managing operating and various other accounts
Met monthly goals throughout the Fiscal year
Performed all monthly cash box audits and monthly retention procedures.
Bank Teller
TD Bank
10.2013 - 08.2014
Assisted customers with basic financial advisory and directed them to appropriate banking partners
Identified customer' problems and provided balanced resolutions
Assisted customers in balancing checkbooks and properly use of accounts
Advanced from the teller and crossed trained to a customer service representative within three months
Exhibited excellent customer service performance via carefully analyzed rapport
Received verbal appreciation of $1,500.000 cost avoidance
Exceeded monthly goals throughout the year as well as named a top teller referral.