Alejandro Fernandez

Alejandro Fernandez

Senior Credit Analyst

Followers of Alejandro Fernandez473 followers
location of Alejandro FernandezNew York City Metropolitan Area

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  • Timeline

  • About me

    Service Excellence Manager at Valley

  • Education

    • DF Institute Inc. dba Kaplan Financial

      2020 - 2021
      Approved Course of Pre-Licensing Education NEW JERSEY DEPARTMENT OF INSURANCE
    • IUTA - Instituto Universitario de Administracion Industrial

      2008 - 2011
      Associates Degree Tax Law/Taxation
    • Bergen Community College

      2015 - 2015
      ESL Certificate English as a Second Language
  • Experience

    • FONDAS - Fund for Agricultural Development

      Aug 2011 - Nov 2015
      Senior Credit Analyst

      Agricultural management systems financing, bank reconciliation of clearing accounts, drafting memoranda and crafts for banks, management of account balances financing, update statements, management statistical reports.

    • Citi

      Jan 2016 - Jan 2017
      Bank Teller

      Provide superior customer service to clientele by developing relationships and offering solutions to assist in all of their financial needs. Execute all financial transactions in accordance with bank policies and procedures. Support branch team members to achieve sales, service and operational goals.

    • TD

      Jan 2017 - Jan 2020
      Senior Costumer Service Representative - Personal Banker II

      Provide excellent customer service while selling/ cross-selling TD products to new and existing customers. Commercial regional assistant and small business lender processing advances and payments, upload customers into database for loan input, takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans for compensation or gain, under NMLS license. Notary Public services.

    • Investors Bank

      Jan 2020 - Jul 2021
      Assistant Manager

      Identify, develop, and close sales, applying selling techniques to generate product interest and actively cross-selling bank products and services combined with operations, regulations, and compliance. also develop and communicate strategies to the team to enable the branch to achieve sales and deposit goals. Provides continuous coaching on selling techniques as well as resolving complex customer service issues.

    • Valley Bank

      Jul 2021 - now

      Building and promoting branch identity, increasing product sales, encouraging overall ownership and accountability for enhancing customer experience and branch success, consulting with clients to assess financial needs, and optimizing sales prospects are some of the other tasks. Ensure that the branch complies with all retail banking policies and procedures on a daily basis. helps with community activities, such as Habitat for Humanity. taking part in and supports CRA projects and programs. Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service, analyzing needs to recommend the appropriate products and services for our customers.

      • Service Excellence Manager

        Jun 2021 - now
      • Sr. Regional Personal Banker

        Jul 2021 - Jan 2022
  • Licenses & Certifications

    • Nationwide Mortgage Licensing System NMLS

      NMLS
      Sept 2017
    • 15 Secrets Successful People Know about Time Management

      LinkedIn
      Apr 2021
      View certificate certificate
    • Notary Public - State of NJ

      State of New Jersey
      Oct 2017
    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Kaplan Financial Education
  • Honors & Awards

    • Awarded to Alejandro Fernandez
      WOW Leadership and Performance Award in 2019 TD BANK Mar 2019 The only national customer service award that is purely determined by performance and customer nominations is the WOW! Awards.