Primum Banker at Atlantic Union Bank (2025-10 – Present)
- Daily currency transactions, coordinating or making daily overdraft decisions, loan servicing, and review of account activity, new business account opening, wire initiations, fraud and other requests.
- Daily working with digital banking technologies and customer education, including Zoom meetings, appointment scheduling tools, Docu-Sign, and online banking platforms.
- Drive proactive sales conversations through internal and external interactions, including outbound calling, service-to-sales initiatives, and appointment setting.
- Identify customer lending needs and recommend appropriate financial solutions.
- Review individual performance using scorecards and performance management tools, making necessary adjustments to meet and exceed sales goals.
Premium Retail Banker at TD Bank (2024-09 – 2025-08)
- Provided day-to-day team leadership and work direction to ensure efficient delivery of personalized and complex banking services while maintaining compliance with regulatory standards.
- Led the team in handling complex sales and advisory activities involving multi-step processes, multiple systems, and cross-functional partners.
- Established clear role ownership and operational direction while consistently achieving daily, quarterly, and annual performance objectives.
- Drove operational excellence, including cash handling, vault management, cash ordering, negotiable instrument control, and monthly and quarterly audits.
Financial Service Advisor at TD Bank (2022-01 – 2024-08)
- Sold a wide range of financial products and services, including personal and business accounts, consumer loans, HELOCs, and mortgage products.
- Performed teller transactions such as deposits, withdrawals, and check cashing while maintaining accuracy and compliance.
- Managed the end-to-end customer service process, handling both over-the-counter transactions and complex sales or service requests.
- Educated customers on alternative banking solutions and identified opportunities to deepen relationships through referrals.
- Engaged customers in the lobby, promoting digital banking tools and solutions to improve efficiency and customer experience.
Office Assistant at Moraine Valley Community College (2016-10 – 2017-12)
- Answered and directed inquiries from office visitors in a professional manner.
- Maintained office security by following established procedures and monitoring logbooks.
- Received, sorted, and distributed incoming and outgoing mail.
Retail Credit Assistant at International Bank of Qatar (2010-10 – 2015-05)
- Evaluated customer credit records and recommended payment plans based on earnings, payment history, and account activity.
- Processed manual loan deferments using the Loan Origination System (LOS) in compliance with Central Bank regulations and quality standards.
- Reviewed customer files to identify delinquent accounts for referral to collections.
- Verified employment and income details by contacting employers, including confirmation of salary history and variances.
Sr Customer Service Representative at Emirates NBD (2001-11 – 2006-08)
- Sold a wide range of banking products, including deposit accounts, credit cards, vehicle loans, and personal loans.
- Assisted customers with completing applications and maintained follow-up throughout the loan and credit approval process.
- Handled inbound customer inquiries and complaints, as well as outbound campaigns for data validation and customer outreach.
- Managed high-volume contact center calls for multiple banking brands, providing accurate product and service information.
