1. SS E R G EE R G E SS H A P I R OH A P I R O
 110 Leonard Street, Jersey City, New Jersey 07307  917.407.9977  serge.shapiro@me.com
--S--STORETORE MMANAGERANAGER ----
Highly accomplished banking management professional offering outstanding performance in sales management and
operations within the financial sales industry. Equipped with the ability to supervise staff to meet sales, service, and
operational goals in coordination with colleagues and the upper management. Efficient at interacting with high-net-worth
individuals to identify their needs and provide outstanding customer banking experience. Effective problem solver; adept in
analyzing critical situations and creating solutions to complex issues.
AREAS OF EXPERTISEAREAS OF EXPERTISE
Banking and Finance Operations | Accounting and Forecasting | Financial Reporting | Budgeting and Sales NegotiationBanking and Finance Operations | Accounting and Forecasting | Financial Reporting | Budgeting and Sales Negotiation
Regulatory Compliance | Project and Program Management | Process Improvement | Risk AssessmentRegulatory Compliance | Project and Program Management | Process Improvement | Risk Assessment
Client Relationship Building | Leadership and Cross-Functional CollaborationClient Relationship Building | Leadership and Cross-Functional Collaboration
PROFESSIONAL EXPERIENCEPROFESSIONAL EXPERIENCE
TD BANK, METUCHEN, NJ
Store Manager, Level II Branch 2014–Present
• Lead a team of 12 associates toward the achievement of company objectives associated with sales and customer service
metrics.
• Closely monitor employee performance based on sales metrics toward the acquisition of increased customer wallet share;
as well as mortgage process from application to closing.
• Employ analytical skills in identifying business opportunities within the line of business partners such as TD Wealth, TD
Ameritrade, and TD Merchant Services.
• Build and cultivate non-banking relationships while serving as volunteer for the TD University financial education network
to educate the community on financial empowerment.
• Display in-depth knowledge of all aspects of banking operations necessary to lead a team. Lead on various newly
introduced company initiatives. Amongst the most important ones, I serve as Money Out Lead for the branch, Bank at
Work champion, Technology rollout champion, Consumer Financial Education Champion.
• Network with local small and medium size business owners to provide business banking solutions and lending
opportunities in our footprint.
BANK OF AMERICA, NEW YORK, NY
Assistant Branch Manager 2012–2014
• Held full accountability in managing daily branch operational procedures encompassing bank closings and customer
service in conformity with regulatory guidelines and bank policies.
• Carried out key tasks such as managing customer portfolio, establishing service relationships, and cross selling all
products and services such as bank accounts, credit cards, mortgages, financial advisory services, and small business
banking.
• Initiated the development and execution of integrated sales and credit strategies in alignment with the branch's business
plan.
• Strictly observed staff work performances to ensure adherence to internal and external audit requirements, lead
approvals, and fraud detection.
• Rendered direct supervision to the referral process for banking partners such as loan officers, financial advisors and
business bankers.
• Directly oversaw banking center associate activities including work assignments, estimation of personal needs, client
maintenance requests, and problem resolution; while ensuring compliance with work standards and schedules.
JP MORGAN CHASE BANK, SOMERSET, NJ
Personal Banker 2011–2012
• Leveraged industry expertise in proactively selling and cross selling appropriate products and services to new and
existing clients by identifying and meeting their needs.
• Exhibited superior talents in maintaining an outstanding customer experience by resolving issues, opening new accounts,
offering convenience services, and assisting the branch in meeting sales objectives.
• Obtained and delivered referrals by building and cultivating banking relationships with consumer and business segments.
BALLY TOTAL FITNESS, EAST BRUNSWICK, NJ
General Manager | Area Manager 2002–2011
• Rendered direct supervision to all aspects of the company’s operations including membership acquisition and renewals as
well as referral programs.
• Exemplified outstanding skills in managing more than 75 employees; along with hiring and payroll control process.
• Led the overall operations of the retail store within the bank’s fitness facility while preparing financial statements for the
branch.
AWARDS AND HONORSAWARDS AND HONORS
Signature Class Participant and Graduate: 2013
Most Valuable General Manager Award in the New York and New Jersey Market: 2009
EDUCATIONEDUCATION

2. SS E R G EE R G E SS H A P I R OH A P I R O
 110 Leonard Street, Jersey City, New Jersey 07307  917.407.9977  serge.shapiro@me.com
Bachelor of Science in Finance and Business Management: 2008
CITY UNIVERSITY OF NEW YORK–COLLEGE OF STATEN ISLAND, NEW YORK, NY