Auditor
Oversee transactions conducted from all shiftsConducted audits ensuring all transactions and dollar amounts are correct for the next dayOrganized all shift papers to be submitted to accountant department for review
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@td.com
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Philip Savage is listed as Professional based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Philip Savage.
Philip Savage previously worked as Auditor at Ritz-Carlton, Philadelphia and BSA Compliance Specialist at Wsfs Bank. Philip Savage holds Anti Money Laundering from Peirce College.
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AeroLeads found 1 current-domain work email signal for Philip Savage. Compare company email patterns before reaching out.
Focused banking professional with 4.5+ years of experience and a proven knowledge of corporate banking, customer communications, customer satisfaction, customer service and depository services. Aiming to leverage my skills to successfully fill an important role at a reputable financial institution or related company. Dedicated to bringing enthusiasm, leadership, good energy & the ability to listen effectively to ensure customer satisfaction and efficient business results.
Listed skills include Microsoft Office, Data Analysis, Microsoft Word, Public Speaking, and 13 others.
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Philadelphia, Pennsylvania, Us
Oversee transactions conducted from all shiftsConducted audits ensuring all transactions and dollar amounts are correct for the next dayOrganized all shift papers to be submitted to accountant department for review
Wilmington, De, Us
Collected and analyzed financial data to asses AML/BSA riskProvided documentation of customer transaction patterns when mitigating or escalating business and customer accountsVerified KYC and other background information on banking clientsDrafted and completed reports describing the nature and patterns of a client’s transaction history
Toronto, Ontario, Ca
•Consistently execute behaviors to deliver a positive interaction with clients in the branch•Effectively hold needs based conversations with clients to identify and meet financial goals•Send quality referrals to appropriate partners •Responsibly meet individual performance sales goals and metrics•Responsible for making sound decisions and timely problem resolution•Proactively reaches out to Customers to deepen relationships through needs-based conversations•Performs a broad range of tasks of varying complexity and scope•Conducts loan interviews, accepts loan applications, and conducts loan closings•Trains less experienced team members•Participates in opening and closing Store procedures
New York, Ny, Us
• Gained back office knowledge on banking terminology used to identify risk concerning a client's source and use of funds. • Developed an understanding of various banking products including; Credit Cards Accounts, DDA Accounts, Mobile Banking, Online Banking, Private Banking. • Identified and mitigated risk by learning the common use & general purpose of various transaction types including Domestic & International Wire transfers, ACH transfers, Credit Card Payments, Monetary Instruments etc. • Collected and documented data, including alert, investigation, know your customer (KYC) information; relevant account and transaction data. • Participated in individual and department goal development and executed on tactical strategies for goal attainment
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Philip Savage is listed as Professional.
AeroLeads has found 1 work email signal at @td.com for Philip Savage.
Philip Savage is based in Philadelphia, Pennsylvania, United States.
Philip Savage has worked for Ritz-Carlton, Philadelphia, Wsfs Bank, Td, and Jpmorgan Chase & Co..
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Philip Savage holds Anti Money Laundering from Peirce College.
Philip Savage is listed with skills including Microsoft Office, Data Analysis, Microsoft Word, Public Speaking, Analytical Reasoning, Anti Money Laundering, Core Banking, and Transactional Banking.
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