Matthew Edmonds
Portland
Summary
Dynamic leader with a proven track record at M&T Bank, excelling in relationship building and financial advising. Leveraged expertise in policy development and cash handling to enhance customer satisfaction and operational efficiency. Mentored teams for peak performance, achieving significant growth in customer loyalty and profitability. Skilled in account audits and fostering strong customer relationships. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
3
3
years of professional experience
Work History
Relationship Banker
M&T Bank
07.2024 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Adapted products and services to suit customers' changing financial circumstances.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Analyzed customers' financial information to deliver personalized account guidance.
Universal Banker
M&T Bank
02.2023 - 07.2024
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
General Manager
The Mainely Dog
01.2022 - 10.2022
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
- Managed budget implementations, employee evaluations, and contract details.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Developed and implemented strategies to increase sales and profitability.
Education
Associate of Business Administration - Business Administration
Southern Maine Community College
South Portland, ME09-2025
Skills
- Account audits
- Relationship building and management
- Financial Advising
- Policy development and implementation
- Recordkeeping requirements
- Loan Origination
- Banking
- Teller Support
- Cash Handling
- Security understanding
- Loss Prevention
Timeline
Relationship Banker
M&T Bank
07.2024 - Current
Universal Banker
M&T Bank
02.2023 - 07.2024
General Manager
The Mainely Dog
01.2022 - 10.2022
Associate of Business Administration - Business Administration
Southern Maine Community College
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