• Region based floating TD Bank Store Ambassador • Management level approval limits • Integral component in assisting short staffed Store Locations • In constant collaboration with Store Managers on points of focus; campaigns, and daily operations • Offered assistance for operational needs, KYC questions, and ensured accuracy in new business accounts. • Uncovering and providing additional values in Partnership referrals—Personal Mortgage, Business Lending, Merchant Services, Financial Advisors

• Second in command to a branch of seven employees • Responsible for planning, adhering, and coaching sales campaigns • Maintain and improve customer relationships and balances through retention procedures and looking for opportunities for ABS (Life Insurance and Annuities) • Assist branch’s personnel by providing training, coaching, development, and motivation • Community involvement in areas of exposure to grow the bank name and brand • Implement strategies for effective and efficient re-onboarding of BSA High Risk customers • Quality control and review on all new accounts opened to ensure KYC, BSA compliance

• Manage and delegate operations, platform, and teller duties for store efficiency • Track and train employee performance, surveys, and branch sales goals and promotions • Manage, delegate, review, and complete branch-wide audits to ensure branch compliance • Expert on bank procedures and policies. Person to be asked for problem solving and new business account approvals to ensure documentation qualifications and quality • Third in command in branch. First to step in and de-escalate situations • Dedicated to take on tasks and challenges with utmost urgency and diligence

• Establish new customers and relationships through cold calling in a de novo branch • Review all necessary documents and reports daily in order to maintain quality control

• Establish, build, and maintain relationships • Execute customer service transactions that turn to cross-sale opportunities

No description available.

• Supervise five tellers and create plans to drive and improve referral and sales • Train, observe, and instruct tellers on areas of improvement

No description available.