Joel V. is a Retail Banker at TD Bank.
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Retail BankerTd Jul 2023 - May 2024Toronto, Ontario, CaUtilizes 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 -
Concierge BankerCiti Mar 2022 - Jul 2023New York, New York, UsEffectively 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 -
Administrative AssistantAssociation Of Certified Fraud Examiners (Acfe) Apr 2017 - Mar 2022Austin, Tx, UsPerformed 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. -
Assistant Store ManagerWalgreens Nov 2020 - Jan 2022Deerfield, Il, UsAnalyzed 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 -
Customer Service AssociateWalgreens May 2015 - Jan 2022Deerfield, 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
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John Jay College (Cuny)Fraud Examinations And Financial Forensics -
Borough Of Manhattan Community CollegeForensic 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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