Banking professional with extensive experience in client relationship management and financial product knowledge. Known for teamwork and consistently achieving results in dynamic environments. Skilled in financial advising and adept at adapting to evolving customer needs.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Bank
07.2024 - Current
Advise customers on bank services for their needs (e.g. loans and credit cards)
Manage customer bank accounts; open, close and oversee transactions
Resolve issues with banking services and accounts
Refer clients to inhouse financial experts, as needed
Reach out to potential customers to generate new business
Present financial products and services to existing and prospective customers
Customer Service Associate
TD Bank
05.2022 - 06.2024
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Informed customers about special promotions and provided detailed information for various products.
Developed and actualized customer service initiatives to decrease wait times.
Executes excellent sales floor merchandising and selling.
Improved customer satisfaction ratings by addressing issues and fostering timely resolution.
Resolved concerns with products or services to help with retention and drive sales.
Customer Service Team Manager
IO Solutions Call Center Inc
09.2019 - 01.2024
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Resolved product or service problems by clarifying customer's complaint, determining cause of problem and selecting best solution to solve problem.
Provided primary customer support to internal and external customers.
Handled day-to-day customer contact via phones, faxes and emails.
Took payment information and other pertinent information such as addresses and phone numbers to place orders.
Office Support Assistant
SCI Logistics
07.2019 - 09.2019
Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
Executed record filing system to improve document organization and management.
Sorted and distributed office mail and recorded incoming shipments for corporate records.
Generated reports and typed letters in Word and prepared PowerPoint presentations.