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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEQualificationsOver twenty-five years of retail banking experience with a proven sales track record selling Insurance and Investment products, settling second mortgages, and retail consumer loans.EducationBachelor of Arts/Accounting - Alvernia College, Reading, PA 19805 Life & Health Insurance License/Series 6 licenseExperience2012-2023 Senior Relationship BankerM&T Bank705 Frederick Road, Catonsville MD 21228PHONE NUMBER AVAILABLEAssist Branch Manager in administering and directing branch staff coaching sales marketing and operations. Identify clients needs through bank retail sales process to provide proactive sales solutions through customer outreach for basic and complex financial needs.Develop new customer relationships and expanding and retaining existing relationship by proactively identify opportunities leveraging and portfolio management process and utilizing the fundamentals of the banks sales process to achieve assigned personal sales goals.Identify financial needs of clients and present all appropriate products and service options by working cooperatively with appropriate internal business partner.Develop understanding and knowledge of products and services offered by business banking and referring loan and other complex business banking needs to branch manager and other business partner.2009-2012 Relationship Banker IIIdentify client needs through bank retail sales process to provide basic sales solutions and specialize in client experience through lobby management. Performed monthly teller cash audit, ATM audit, safe deposit key and contract audits.Performed wire transfers and daily overdraft decisions on commercial account. 2004-2009 Select BankerProfiling client for their retail banking needs and also working with financial advisor through M&T securities to find out clients short term and long term financial needs and accessing their risk tolerance to develop investment plan. Assessing insurance needs via need analysis and recommending life Insurance based on their budget.2001-2003 Retail Banking Manager4656 Wilkens AveProvident Bank, Baltimore, MD 21229PHONE NUMBER AVAILABLEExercise managerial and administrative control over the operations of the branch. Directed the selling of bank products and provided financial product advice to customers. Interviewed customers for Current and future financial needs and services.Directed, controlled, and delegated the daily branch operations to include the management of security procedures, audit control, and physical branch maintenance.Communicated with staff new policies and procedures issued by community banking. Observed the activities of branch personnel to ensure that operating procedures are being followed and the branch operates at the highest level of customer service.Exercise the usual authority of a manager concerning staffing, performance appraisals, promotions, and salary recommendations. Planned for growth of the branch by developing a business plan, marketing plan, and budget with emphasis on profitability objectives.2000-2001 Financial Services Representative II10440 Little Patuxent Parkway30 Corporate CenterProvident Bank, Columbia, MD 21044PHONE NUMBER AVAILABLEEnsuring quality customer service and attainment of sales goals. Also helping teller staffs with referrals, coaching, cross training, and telemarketing. Worked also as an assistant to the branch manager.Displaying excellent customer service skills along with supporting the branch manager. Accomplishing of branch goals by developing new retail and commercial business through each opportunity.1998-1999 Financial Services RepresentativeCharter One Bank, State St., Schenectady, NY 12305 PHONE NUMBER AVAILABLEOpen new accounts, attained personal sales goal through bank promotions. Sold and closed consumer loans, deposit and investment products. Maximized fee income through cross-selling products and referred clients to specialty areas. Participated in activities required to grow customer relationships, including telemarketing, direct mail, community events, etc. Took responsibility for maintaining a good level of product knowledge of local competitor and provided branch customers with quality services. Assisted branch manager with record keeping and completion of reports. 1996-1998 Client Relations Specialist IIKey Bank, State St., Albany, New YorkPHONE NUMBER AVAILABLEResponsible for providing excellent customer service skill to current and new customers. Cash handling, ordering money for branch, processing negotiable items, deposits, loan payments, proving cash and auditing teller cash boxes and also proving the branch.Supervised teller staff of five and performed duties as requested by the team leader. |
