Dynamic banking professional adept at directing complex projects and leading high performance teams to complete key financial initiatives. I am detail oriented and I radiate a positive energy to anyone around because this helps an employee environment to truly perform at the most optimal and efficient level while at the same time creating a work environment that makes people want to come to work and also clients to want to come our place of business.
Unparalleled interpersonal skills.
Practices due diligence
Strong customer relations
Extremely good problem solver and outside the box thinker.
High level of accuracy
Financial Service Representative, 12/2012
to Current TD Bank – 1289 Foxon rd North Branford,
Assessed clients' financial situations to develop strategic financial planning solutions.
I was the active manager for about eight weeks managing a team of 6 others while my branch was without a manager or assistant manager. During this period I did all the scheduling, along with other managerial duties such as overlooking operations for all other employees on an intra-day basis.
I am cross trained to perform all duties on the teller side as well as the platform side.
As a Financial Service Representative I am required to sell products such as annuities, life insurance, accounts, lending products, and any other products to increase sales revenue for our store.
All of my sales goals are expected to be achieved while giving the highest level of customer service possible.
Contact Information - Anthony Mascia (branch manager) 203 -484 - 0415
Bachelor of Science: Finance,
Current Quinnipiac University - Hamden,
CT Aside from general financial, accounting and marketing courses, I acquired a well rounded and extremely in depth knowledge in more esoteric aspects of a complex global financial market. Some courses that I took throughout my college career. Fin. 361
Financial Statement Analysis Fin. 380
Commercial Bank Managament
Fin. 430 Portfolio Theory
Mergers and Acquisitions
Market microstructure and Trading
I was asked by upper management to step up to the plate and be the active manager for 8 weeks as my manager and assistant manager were let go.
During this quarter under my management we still achieved above 100% sales revenue.
I was promoted 5 job grades since being employed with TD Bank.
Passed my CT Life Accident and Health Exam first try.