
Alejandro Fernandez
Senior Credit Analyst

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About me
Service Excellence Manager at Valley
Education

DF Institute Inc. dba Kaplan Financial
2020 - 2021Approved Course of Pre-Licensing Education NEW JERSEY DEPARTMENT OF INSURANCE
IUTA - Instituto Universitario de Administracion Industrial
2008 - 2011Associates Degree Tax Law/Taxation
Bergen Community College
2015 - 2015ESL Certificate English as a Second Language
Experience

FONDAS - Fund for Agricultural Development
Aug 2011 - Nov 2015Senior Credit AnalystAgricultural 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 2017Bank TellerProvide 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 2020Senior Costumer Service Representative - Personal Banker IIProvide 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 2021Assistant ManagerIdentify, 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 - nowBuilding 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 - nowSr. Regional Personal Banker
Jul 2021 - Jan 2022
Licenses & Certifications

Nationwide Mortgage Licensing System NMLS
NMLSSept 2017- View certificate

15 Secrets Successful People Know about Time Management
LinkedInApr 2021 
Notary Public - State of NJ
State of New JerseyOct 2017
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Kaplan Financial Education
Honors & Awards
- Awarded to Alejandro FernandezWOW 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.
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