Cordelia C. Howard
- Role
- Financial Services Representative at TD
- Location
- Staten Island, NY, US
- LinkedIn followers
- 500 followers
About Cordelia C. Howard
Performance-focused, analytical, and goal-oriented professional with hands-on experience…
Experience
Financial Services Representative
Aug 2017 — Present
Managed a client portfolio that deepened the relationship on our commercial, investment, and deposit growth. Direct and proactively deliver legendary customer first service excellence to achieve and surpass customers’ expectations. Quickly resolved all client inquiries and concerns to consistently ensure customer satisfaction. Opened a newly built store, and built an investment portfolio that generated sales revenue that helped establish a revenue growth that made my store profitable. Thoroughly assess clients\' portfolio with risk exposure to identify and ensure the suitability of investments Effectively functioned within in a performance driven environment, increasing and surpassing sales metrics for business lead referrals, products online previews, educational workshops. Relationship management utilizing Salesforce Cloud-based CRM tools
Skills
- Customer Service
- English
- Branch Management
- Teamwork
- Loans
- Financial Services
- Cross Selling
- Social Networking
- Microsoft Excel
- Small Business Lending
- Retail Banking
- Credit
- Credit Analysis
- Windows
- Finance
- Risk Management
- Microsoft Office
- Teaching
- Relationship Management
- Portfolio Management
- Powerpoint
- Customer Relationship Management (Crm)
- Marketing
- Microsoft Word
- Mortgage Lending
- Research
- Insurance
- Banking
- Loan Origination
- Training
- Commercial Lending
- Financial Analysis
- Sales
- Commercial Banking
- Team Building
- Consumer Lending
- Photoshop
- Investments
- Lines of Credit
- Business Relationship Management
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