Joel V.

Joel V. Email and Phone Number

Retail Banker at TD Bank
Joel V.'s Location
New York City Metropolitan Area, United States, United States
About Joel V.

Joel V. is a Retail Banker at TD Bank.

Joel V.'s Current Company Details

Retail Banker at TD Bank
Joel V. Work Experience Details
  • Td
    Retail Banker
    Td Jul 2023 - May 2024
    Toronto, Ontario, Ca
    Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activitiesMay perform a variety of (teller) transactions including check cashing, deposits, transfers, and withdrawals while monitoring fraud mitigation and adhering to established operational policies and proceduresPromotes a full suite of products, sales, services, and banking capabilitiesEstablishes relationships with partner bankers to make effective referrals to themEnsures necessary due diligence to support the accuracy of all customer transactions/activitiesExecutes with excellence by adhering to all risk and control policies/procedures
  • Citi
    Concierge Banker
    Citi Mar 2022 - Jul 2023
    New York, New York, Us
    Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships.Executed financial transactions following bank policies and procedures while maintaining an acceptable record in daily drawer balancingConnected clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating a positive, can-do attitude and customer-first cultureAdhered to and complies with Citibank policies, standards, and operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
  • Association Of Certified Fraud Examiners (Acfe)
    Administrative Assistant
    Association Of Certified Fraud Examiners (Acfe) Apr 2017 - Mar 2022
    Austin, Tx, Us
    Performed various ad-hoc duties to support projects assigned by management. Processed and managed paperwork related to current and past fraud claims.Corresponded with colleagues and cross-functional teams to develop a keen understanding of fraud investigative practices.Supported customer service goals and enhanced business relations through friendly, knowledgeable, and positive interactions. Screened calls to maintain clients’ confidentiality with state laws and organizational policies and regulations. Represented the department professionally at campus-wide and off-site events, including information sessions and fairs.
  • Walgreens
    Assistant Store Manager
    Walgreens Nov 2020 - Jan 2022
    Deerfield, Il, Us
    Analyzed sales and inventory data to identify areas of improvement and maximizeprofitability• Utilized customer feedback to identify areas where store processes could beimproved• Created and managed a reward system that increased employee motivation andmorale by 30%• Managed store operations, ensuring compliance with all applicable laws andregulations• Developed and maintained strong relationships with vendors to ensure productavailability and competitive pricing• Implemented new policies and procedures to streamline store operations andincrease employee productivity• Conducted regular inventory audits to ensure accuracy and reduce shrinkage
  • Walgreens
    Customer Service Associate
    Walgreens May 2015 - Jan 2022
    Deerfield, Il, Us
    •Acquire subject-matter expertise on asset protection and implement procedures to identify and minimize profit loss. •Register customer purchases on an assigned cash register, collect cash and distribute change with keen attention to detail. •Process multiple financial transactions, including voids, returns, rain checks, refunds, and exchanges to facilitate customer needs. •Optimize customer relations and customer service through daily communication and interaction. •Contribute to business growth by confirming customer satisfaction with service and quality. •Resolve customers' issues and answer questions to ensure a positive customer experience.

Joel V. Education Details

  • John Jay College (Cuny)
    John Jay College (Cuny)
    Fraud Examinations And Financial Forensics
  • Borough Of Manhattan Community College
    Borough Of Manhattan Community College
    Forensic Accounting

Frequently Asked Questions about Joel V.

What is Joel V.'s role at the current company?

Joel V.'s current role is Retail Banker at TD Bank.

What schools did Joel V. attend?

Joel V. attended John Jay College (Cuny), Borough Of Manhattan Community College.

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