Sam Dougherty, MBA

Experience

• 

  Park Explorers Day Camp

  Jun 2013 - Aug 2013

  Camp Counselor

  •Counselor for groups of 20-30 three and four year olds.•Monitored and conducted multiple activities throughout the day to keep the children interested.•Taught children about nature through creative presentations.•Trained in First Aid and appropriate adult-child interactions.

• 

  Balestra Capital, Ltd.

  Jan 2014 - Jun 2014

  Intern

  •Transcribed 3 monthly transaction activity logs and recorded net revenues/liabilities using Excel.•Used internal database to locate, retrieve and deliver client history files to fellow staff members. •Organized and maintained orderly records of client transactions.

• 

  Gap Inc.

  May 2015 - Apr 2016

  Sales Associate

  • Acquired skills in management by tackling multiple tasks at once.• Learned how to perform complicated transactions on the register.• Exercised organizational skills by up-keeping the floor and fitting room throughout the day. • Represented the store in a manner both professional and positive.

• 

  TD

  Apr 2016 - now

  •Actively acquired new to bank clients by presenting the benefits of TD Bank to employees at local small businesses and schools•Lead morning huddles to optimize team approach to achieving daily sales goal•Work closely with management to strategize sales techniques to increase branch production•Approve and process transactions up to one hundred thousand dollars • Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer.• Lead morning huddles to optimize team approach to achieving daily sales goals• Worked closely with management to strategize sales techniques to increase branch production and customer service.• Cross-sold bank services and products to meet and exceed customer service representative sales targets. • Quickly established credibility with clients, creating a friendly and memorable rapport with customers.• Cross-sold bank services and products to meet and exceed teller referral targets.• Comply with all operational, security and control policies and procedures.• Cashed checks, established deposits, maintained appropriate cash limits, issued cashier’s checks, money advances.

  • AVP | Small Business Banker

    Sept 2024 - now

  • Small Business Specialist

    Feb 2023 - Sept 2024

  • Financial Service Representative

    Mar 2022 - Feb 2023

  • Branch Supervisor

    Aug 2020 - Mar 2022

  • Senior Customer Service Representative

    Jan 2019 - Aug 2020

  • Customer Service Representative

    Jun 2017 - Jan 2019

  • Bank Teller

    Apr 2016 - Jun 2017