Joshua Kim

• Support operations across multiple branches within the Northeast PA market, ensuring adherence to internal controls, compliance procedures, and operational standards.
• Serve as a subject matter resource for branch staff on policies, procedures, and risk related processes.
• Maintain consistency in transaction handling, documentation, and account servicing across different locations.
• Assist with operational integrity by ensuring accuracy in high volume transactions and account maintenance activities.

• Process high volume of financial transactions while adhering to strict internal controls and regulatory guidelines.
• Perform identity verification and account validation in accordance with KYC procedures.
• Open and maintain customer accounts with attention to documentation accuracy and compliance requirements.
• Identify and escalate irregular transactions or discrepancies to appropriate channels.
• Collaborate with licensed bankers and internal partners to ensure proper handling of client financial needs.

• Supervised daily branch operations, ensuring adherence to internal policies and regulatory standards.
• Conducted oversight of staff activities, reinforcing compliance with operational procedures.
• Supported financial product delivery while maintaining accuracy and regulatory procedures.
• Coordinated workflow and monitored service execution to maintain operation consistency.

• Opened and maintained accounts in accordance with regulatory and operational standards.
• Assisted with loan applications and account servicing while maintaining documentation accuracy.
• Supported branch operational processes including reporting, audits, and issue resolution.

• Processed financial transactions accurately, ensuring adherence to internal controls and audit standards to maintain operational integrity.
• Maintained cash controls and ensured compliance with operational requirements to support regulatory standards.
• Processed customer transactions efficiently and accurately at TD Bank.
• Assisted clients with account inquiries and provided relevant information.
• Maintained cash drawer accuracy through regular balancing and reconciliation.

• Developed retention strategies to enhance customer loyalty and engagement.
• Analyzed customer feedback to identify improvement areas in service delivery.
• Collaborated with cross-functional teams to optimize customer outreach initiatives.
• Trained and mentored new representatives on best practices for client interactions.

• Customized weight-loss programs based on client needs and goals.

• Developed and delivered training programs to enhance employee skill sets and performance.
• Collaborated with management to identify training needs and create tailored learning solutions.
• Evaluated training effectiveness through assessments and feedback, driving continuous improvement initiatives.
• Mentored junior trainers, fostering a collaborative environment for knowledge sharing and professional growth.

• Managed a team of 6+ representatives, overseeing performance metrics, compliance with company policies, and operational consistency.