Patricia Quesada

Patricia Quesada Email and Phone Number

Personal Banker @ TD
Miami, FL, US
Patricia Quesada's Location
Miami, Florida, United States, United States
Patricia Quesada's Contact Details

Patricia Quesada work email

Patricia Quesada personal email

n/a
About Patricia Quesada

o Assist clients and walk-in customers in determining their banking needso Provide clients with information on bank's services and productso Confer with clients in order to gather specific information about their backgroundso Guide clients through the bank's products and services and assist them in choosing what is best for themo Assist clients with account opening procedures o Provide advice on financial solutionso Perform bank business promotion activitieso Process credit lines and provide information to clients regarding safe deposits and vaultso Establish new client relationships and handle outbound outreacho Perform monthly cash counts and cash control activitieso Manage sales activities in order to meet personal goals and those set by the banko Handle self developed pipelines of clients and prospective clientso Manage receipt and payment of cash for clientso Process wires and cash advances from various companieso Verify check endorsements and ensure that cash receipts are providedo Enter all transactions into bank's database and make sure that accuracy is maintainedo Stay in constant touch with clients in order to keep them abreast of new products and serviceso Schedule periodic meetings and check-points with clients to provide value-added services.o Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.o Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.o Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.o Identify new prospects and cross-selling opportunities with current clients.

Patricia Quesada's Current Company Details
TD
Personal Banker
Miami, FL, US
Employees:
1
Patricia Quesada Work Experience Details
  • Td
    Personal Banker
    Td
    Miami, Fl, Us
  • Td
    Personal Banker
    Td Sep 2017 - Present
    Miami/Fort Lauderdale Area
    o Assist clients and walk-in customers in determining their banking needso Provide clients with information on bank's services and productso Confer with clients in order to gather specific information about their backgroundso Guide clients through the bank's products and services and assist them in choosing what is best for themo Assist clients with account opening procedures o Provide advice on financial solutionso Perform bank business promotion activitieso Process credit lines and provide information to clients regarding safe deposits and vaultso Establish new client relationships and handle outbound outreacho Perform monthly cash counts and cash control activitieso Manage sales activities in order to meet personal goals and those set by the banko Handle self developed pipelines of clients and prospective clientso Manage receipt and payment of cash for clientso Process wires and cash advances from various companieso Verify check endorsements and ensure that cash receipts are providedo Enter all transactions into bank's database and make sure that accuracy is maintainedo Stay in constant touch with clients in order to keep them abreast of new products and serviceso Schedule periodic meetings and check-points with clients to provide value-added services.o Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.o Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.o Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.o Identify new prospects and cross-selling opportunities with current clients.
  • Regions Bank
    Personal Banker/Head Teller
    Regions Bank Mar 2016 - Sep 2017
    Miami/Fort Lauderdale Area
    o Assist clients and walk-in customers in determining their banking needso Provide clients with information on bank's services and productso Confer with clients in order to gather specific information about their backgroundso Guide clients through the bank's products and services and assist them in choosing what is best for themo Assist clients with account opening procedures by helping them choose which information to writeo Ensure that account opening forms are complete and accurateo Provide advice on financial solutionso Perform bank business promotion activitieso Process credit lines and provide information to clients regarding safe deposits and vaultso Establish new client relationships and handle outbound outreacho Perform monthly cash counts and cash control activitieso Manage sales activities in order to meet personal goals and those set by the banko Handle self developed pipelines of clients and prospective clientso Manage receipt and payment of cash for clientso Process wires and cash advances from various companieso Verify check endorsements and ensure that cash receipts are providedo Enter all transactions into bank's database and make sure that accuracy is maintainedo Stay in constant touch with clients in order to keep them abreast of new products and services

Patricia Quesada Education Details

Frequently Asked Questions about Patricia Quesada

What company does Patricia Quesada work for?

Patricia Quesada works for Td

What is Patricia Quesada's role at the current company?

Patricia Quesada's current role is Personal Banker.

What is Patricia Quesada's email address?

Patricia Quesada's email address is pa****@****ade.com

What schools did Patricia Quesada attend?

Patricia Quesada attended Miami Dade College.

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