Anthony Tidd, MBA

Experience

• 

  The TJX Companies, Inc.

  Oct 2016 - Sept 2019

  Sales Associate

  Working on store sales floor, performing various merchandising functions and providing quality customer service. Essential job duties include greeting patrons, stocking items on racks and shelves, ringing up customer purchases at cashier stations, and helping shoppers locate merchandise. Workers also clean the store and oversee fitting rooms where applicable.

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  Southern New Hampshire University

  Jan 2018 - May 2019

  Front Office Assistant

  Assisting students with any concerns relating to their housing circumstances. Whether it be replacing room keys, checking account holds, or forwarding concerns to upper level housing directors. Tasks also included administrative work on computer as well as answering several phone calls from both current and prospective students, as well as the parents of said students.

• 

  Salem Five Bank

  May 2019 - May 2022

  Universal Banker

  Business Development:Identify sales opportunities, deepen existing relationships, and grow Salem Five’s market share in the communities it serves.In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell products and services such as business loans, merchant, insurance, and investment services.Engage in defined sales activities to include uncovering customer needs, offering solutions, closing the business, onboarding, follow-up, outbound calling, and recording each point of customer contact in the Bank’s system of record.Customer Experience:Making a personal connection with every customer.Uncovering their financial needs through meaningful discussion and exploration.Making educated product and service recommendations based on expert knowledge of same.Following up to ensure satisfaction.Business Acumen and Technical Knowledge:Have a good understanding of the business of banking to include income and expense streams and portfolio of products and services.Able to quickly learn all functionalities and related benefits inherent in the products and services offered by the Bank.Flexible with the willingness and ability to adapt to change.Able to demonstrate a high level of proficiency with Salem Five’s digital technology offerings.Proficient with mobile smart phones and downloading applications. This includes the basics of texting, email and application management.Proficient with desktop applications such as MS Office (Excel, Word, PowerPoint, Outlook).Eager to embrace new and emerging technologies.Banking Operations:Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, debit card issuance, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. Mostrar menos

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  Boston Chauffeur Inc

  Jan 2021 - May 2021

  Digital Internship

  North Shore Community College Digital Internship This intensive program included intake meetings with a local client and subsequently developing buyer persona targeted advertising strategies and social media content. Short run hyper local Facebook ads used A/B testing to result in an X% click through rate across X impressions in one week. Other advertising assets including short videos, blog ideas and posts, a podcast and more were developed and presented to the client.

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  JPMorganChase

  Jul 2022 - now

  As an Executive Assistant in Consumer & Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals. -Maintain complex and detailed calendars -Screen incoming calls and determine the level of priority, while using caution in dispensing information -Manage the coordination and logistics of both internal and external meetings -Arrange and coordinate complicated domestic and international travel -Organize all aspects of internal and external events, including catering and transportation -Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines -Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access -Produce high quality emails and messages to individuals at all levels of the organization -Maintain department documents, including current organizational charts and Executive's Bios -Handle regular activities without prompting, and advise in advance with issues or delays -Assist in editing spreadsheets and presentations, including printing and binding, for client meetings Mostrar menos As an Officer - Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of clients easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. • Delivers an exceptional customer experience by acting with a customer-first attitude • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships• Influences, educates, and connects customers to technology • Possesses initiative and knowledge to provide financial options for customers using a consultative approach • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Mostrar menos As an Associate Banker you will be at the forefront of delivering an exceptional customer experience by being the "Face of Chase" and helping customers yourself and/or directing them to the right team member for assistance. Associate Bankers play a critical role in our branches engaging every customer as they enter the branch. As an Associate Banker you will contribute significantly to the success of the branch and helping customers by:Engage clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/cancelling client meetings.Help clients with everyday transactions such as reordering a debit card, setting up direct deposit or helping update their address while maintaining established controls' standards.Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements.Educate clients on the usage of technology self-service options leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever and however they want.Assist clients and the branch team by helping with new account openings when appointed to do so. Ability to learn products, services and procedures quickly and accurately; delivers solutions that make our One Chase products work together - engaging Chase Licensed Bankers, when necessary.Engage and partner with team members and other lines of business to offer the most appropriate products and tools to help clients meet their financial goals.Able to quickly learn and adhere to all policies and procedure related to branch operations to include, but not be limited to, check cashing, deposit taking, settlement, account opening, branch opening and closing, audit requirements, compliance requirements, vault and ATM management, and other such functions. Mostrar menos

  • Executive Admin - New England Region

    Feb 2025 - now

  • Officer - Relationship Banker - Greater Boston Area

    Jan 2024 - Feb 2025

  • Associate Banker

    Jul 2022 - Jan 2024