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Sales Customer Service

Brooklyn, NY
May 19, 2020

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Nicole Wooden

New York, New York* 347-***-****

People-oriented spirit professional with over 10 years of established experience in banking, sales, and customer service. A tactful individual who thrives in fast paced, high intensity, environments and handling confidential data. Unwavering commitment to exceeding sales goals, enhancing business growth, and superior client service.


Investors Bank, New York, NY, Banker November 2019- Present

Engage in meaningful conversations with customers to seek a thorough understanding of their financial need.

Partner up with business officers, loan officers to ensure specialized financial needs are met.

Identify, develop and close sales and cases

Create coaching techniques and templates for tellers to pitch qualifying products to customers.

Actively participates in all branch activities, huddles, QuickStart’s, call nights and sale meetings.

TD Bank, New York, NY, CSR Banker January 2017 - November 2019

Ranked # 1 for exceeding quarterly sales revenue goals by over 140% for Mid-Town Manhattan branch

Cross-sell products and services successfully to new and existing customers

Welcome and direct customers to appropriate personnel after assessing their identified needs

Cross-trained to perform account management, account openings, and tele-services

Execute a variety of retail, commercial, and cash transactions in an accurate and efficient manner

Mitigate risk by examining accounts and transactions to prevent fraud and economic crime

Organize daily objectives to success fulfill all “employee difference policy” guidelines

Collaborate with colleagues to contribute to branch sales promotions and contributed feedback to enhance efficiency during team meetings to team meetings

JP Morgan Chase, New York, NY, Teller November 2012 – July 2016

Successfully upheld the company’s risk, regulatory and fraud policies in accordance with the company’s guidelines

Cross-sold deposit and lending products, enhancing consumer- banking relationship

Streamlined workplace efficiency by encouraging consumer use of self-service channels

Cross-sold of existing promotions to clients regularly

Exceeded quarterly sales goals while solving customer problems independently.

Generated and managed a pipeline of multiple client portfolios, which increased with depository growth

Served as a financial liaison offering consumers banking regulation clarity to maximize customer rapport

Reported monthly sales tracking, call reports, and competitive information to executive level management

Armani Exchange, Brooklyn, NY, Sales Associate August 2011 – August 2013

Exceeded quarterly sales goals

Executed retail cash transactions efficiently

Cross-sold products, promotions, and services to consumers successfully

Delivered exceptional customer service in a fast paced environment

Maintained inventory including receiving shipments, scanning new items, and marking items for sales

H & M, Brooklyn, NY, Sales Leader March 2011 – June 2012

Coached, mentored, and developed staff through one on one sessions and team development meetings

Created streamlined workflow processes to improve functionality during staff reductions

Trained and managed new employees adhering to policy, procedures and code regulations

Scheduled and supervised personnel to ensure adequate coverage and service

Ensured compliance with operational procedures to support fraud prevention and protect customer assets

Maintained inventory including receiving shipments, scanning new items, and marking items for sales

Reported monthly sales tracking, call reports and competitive information to executive level management.


Kingsborough Community College, Brooklyn, NY

Attended June 2014-June2015

Urban Assembly School for Law & Justice, Brooklyn, NY

High School Diploma June 2011


Young Women's Association- Facilitator, Brooklyn, NY September 2010 – Current

Go Green Expo- Crew Member, New York, NY May 2014 – May 2015

Computer Skills: MS Office Suite

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