. NYS Life & Health Insurance License
. Notary Public
. Supervisory Experience Managed Group of 10, Key Holder to Bank Branch
. Computer Proficient in Microsoft Word, Excel, Lotus Notes, and
Internet Savvy; 50 WPM
TD Bank 2009-2013
Financial Service Representative (FSR)
Responsible for providing solutions to meet diverse financial needs of
established and new customers by offering Insurance, investment, and
retirement counseling and promoting appropriate products and services.
. Recognized for high quality of work and ability to interact positively
with customers when selected to move directly from CSR to FSR
position; skipping job level in between
. Increased profits with ability to turn negative customer interaction,
into selling opportunities; offering appropriate product to solve
customer issue and retain/grow their business.
. Ensured overall high quality of service in branch and bank by
providing training for employees new to FSR position as well as
offering on-going coaching to those less experienced.
. Key contributor to awards earned by branch through achieving high
Likely" to Recommend") on independently administered customer
Customer Service Representative (CSR) 2007-
Responsible for providing customer advice on day-to-day banking needs;
Processing transactions efficiently and accurately, Investigating problems
and errors and resolving customer issues.
. Increased branch revenues by capitalizing on opportunities for sales
and referrals and providing excellent service to secure repeat
business and word-of-mouth recommendations.
. Safeguarded bank's interests by understanding customer issues and
seeking creative solutions to satisfy customers and secure and grow
business while avoiding undue concessions by bank.
Astoria Federal Savings Bank 2006-
Licensed Personal Banker
Responsible for the sale of all banking products including: Checking,
Savings, Money Market, and CD accounts; as well as Investment and
. Cross-sold additional banking products to existing customers through
daily telemarketing calls.
. Identified sales opportunities through probing and creating financial
profiles for customers.
. Referred investment products to customers such as: Mutual Funds,
Stocks, College Savings Plans, and Variable Annuities.
. Retained customer relationships through impeccable service,
maintenance, and follow up activities.
. Responsible for fulfilling weekly, monthly, and quarterly sales goals.
Bank of America 2004-2006
Processed transactions accurately and efficiently, including cash,
traveler's checks, affiliate bank checks, deposits/withdrawals, credit
advances, installment loans, mortgage, and equity payments.
. Performed automatic teller machine reconciliation, processed night
deposits, and provided information for operational audits.
. Identified and pursued sales referral opportunities.
Long Island University, Brooklyn, NY -Earned Credits acquired towards
a Bachelor's Degree
St. John's Preparatory School, Astoria, NY-