Daniel Elliott
Denver
Summary
Results-oriented leader with extensive experience in banking and retail management. Recognized for enhancing customer satisfaction through effective financial consulting and team mentorship. Proven ability to drive operational excellence and exceed performance metrics in high-volume environments.
Overview
9
9
years of professional experience
Work History
Senior Branch Relationship Banker-MLO
Vectra Bank
Denver
05.2026 - Current
- Provided financial product recommendations based on client needs.
- Advised customers on bank products, services and financial planning options.
- Managed client inquiries and resolved banking-related issues promptly.
- Educated customers on digital banking tools and services.
- Assisted clients with account opening and closing procedures.
Branch Service Manager
Vectra Bank
Englewood
06.2025 - 05.2026
- Resolved customer service issues to enhance customer satisfaction and loyalty
- Coached Team to have strong customer conversations
- Scheduled branch staffing to ensure optimal coverage and service levels
- Monitored branch cash flow to maintain financial accuracy and security
- Assessed and mitigated risks in operations
- Managing and approving store supply orders
Assistant Store Manager
TD Bank
Multiple locations
11.2020 - 09.2024
- Oversaw all aspects of wealth and private client services, ensuring comprehensive client support.
- Managed daily sales operations, enhancing customer engagement and satisfaction.
- Coached team on wealth-specific calls, improving client interactions and service quality.
- Facilitated monthly meetings with Business Partner, Financial Advisor team, and private client group to strategize store growth initiatives.
- Opening any Consumer/business account we offered at TD bank
Client Advisor
BMW of Shrewsbury
Shrewsbury
01.2020 - 05.2020
- Consulted with clients to highlight key BMW vehicle benefits and address inquiries
- Conducted comprehensive vehicle walkthroughs to enhance client understanding and satisfaction
- Presented vehicle costs to customers
- Facilitated vehicle handover to customers following thorough final inspections
Assistant Manager
Men's Wearhouse
Multiple Locations
10.2017 - 01.2020
- Oversaw store inventory with weekly product counts to maintain stock accuracy
- Provided store coverage and assisted customers with suit selections
- Ensured cleanliness and organization in store to enhance customer experience
- Coordinated tailor shop hours and project schedules to optimize workflow
Education
High School Diploma -
Tri- County Regional Vocational
Franklin, MA01-2016
Skills
- Financial Product Knowledge
- Financial Planning
- Customer Relationship Management (CRM)
- B2C Sales & Client Retention
- Upselling & Negotiation
- Client servicing
- Branch Operations Oversight
- KPI & Performance Metrics
- Banking Regulations
- Cross-functional Communication
- Leadership & Team Development
Awards
- TD Bank WOW CEO Leadership Award
- Top Performer in Customer Satisfaction
- Recognized for Management Growth Across Two Industries
- Vectra Bank Million Dollar Club
Timeline
Senior Branch Relationship Banker-MLO
Vectra Bank
05.2026 - Current
Branch Service Manager
Vectra Bank
06.2025 - 05.2026
Assistant Store Manager
TD Bank
11.2020 - 09.2024
Client Advisor
BMW of Shrewsbury
01.2020 - 05.2020
Assistant Manager
Men's Wearhouse
10.2017 - 01.2020
High School Diploma -
Tri- County Regional Vocational