David Moroney Email & Phone Number

Warwick, New York, United States

Drive adherence to policies, procedures and regulatory compliance standards.Align client needs to the bank’s portfolio of products and services, helping exceed revenue and financial performance objectives.Conduct performance and service audits to ensure operational excellence monthly/quarterly/annuallyGuide and coaching the teller/platform team members on meeting key customer service metrics while guiding customer issue resolution activities.Identify opportunities to expand client relationships; recognized as the top referrer to partner service lines including merchant solutions, business banking, private banking, and mortgage lending.Implement and promote robust due diligence and risk management approaches.Serve as point of contact for small business clients; promoting products and services to ensure client success.Assist with structuring teller line workflow and cash management; while assisting the teller team with ensuring accuracy of cash handling and balancing.

New York, New York

Specialized in payment processing products and SAAS to in the Metro NY Market. Manage prospecting activities, as well as relationship management. Educates and trains Team Members in 30 TD Store locations. Develops new business, and cross sells to partners in business lines based upon clients needs.

New York, Ny

Member of the TD Wealth Management team. Work together with Private Client Relationship Managers and TD Ameritrade Investment Consultants in order to identify clients, both existing and prospective, that may benefit from all the products and services that TD has to offer. I personally offer a wide range of products, from deposit accounts to mortgages & home equities, as well as annuities and other insurance products.

Goshen, New York

I deliver solutions to make it easier for clients to achieve their financial goals. I, as a Licensed Relationship Manager;- Provide banking sales solutions for deposit, loan and investment products. - Support the acquisition of new clients and the growth of current book of business.- Support the branch in growing a profitable book of business to achieve individual and team goals. - Develop and maintain a broad knowledge of products and services to appropriately support client needs. - Consistently execute opportunity management, needs assessments, present/pitch, fulfillment and follow up, and seek opportunities to deliver distinctive customer service on each client interaction. - Ensure compliance with operational, security and audit procedures and policies. - Participate in and occasionally facilitate daily branch team meetings. - Assist with coaching and training tellers and other branch professionals. - Identify and resolve complex client service opportunities. - Provides sales and service support to the Retail branch team. - Provides sales and service assistance to all clients.

Warwick, Ny

As a Financial Services Representative, I am a member of the TD Wealth Management team. I work together with Private Client Relationship Managers and TD Ameritrade Investment Consultants in order to identify clients, both existing and prospective, that may benefit from all the products and services that TD has to offer. I personally offer a wide range of products, from deposit accounts to mortgages & home equities, as well as annuities and other insurance products.

Monroe, New York, United States

Delivered white-glove customer service to 4K+ clients by earning a 99% satisfaction rating and $450K in annual revenue with timely resolution of all escalated issues.● Generated 75% repeat business through market-leading customer support and timely completion of all customer-facing projects.● Expanded operational efficiency 27% by effectively scheduling eight technicians in alignment with client demands.