Amanda Beckman
Amherst
Summary
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Universal Banker
M&T Bank
12.2024 - Current
- Streamlined account opening processes, reducing wait times for customers.
- Managed cash handling procedures, maintaining security and accountability in branch operations.
- Implemented cross-selling strategies to promote bank products, increasing customer engagement.
- Analyzed customer needs to recommend tailored financial solutions, improving client relationships.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Teller
M&T Bank
10.2024 - Current
- Supporting management in maintaining adequate cash levels within the vault, minimizing shortages or overages.
- Improving efficiency with regular maintenance and operation of high-speed currency counting machines.
- Preventing potential losses by identifying counterfeit currency during daily cash processing tasks.
- Conducting thorough audits on incoming shipments, ensuring proper documentation and accurate inventory counts.
- Ensuring customer satisfaction with efficient cash replenishment and accurate transaction records.
- Optimizing inventory control by maintaining adequate supplies for ATM servicing requirements.
- ATM joint custodian, handling adding cash and settlements
Float Teller
M&T Bank
08.2023 - 10.2023
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on the use of banking websites and mobile apps.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
Team Lead/ Manager in charge
07.2017 - 08.2023
- Trained new team members by relaying information on company procedures and safety requirements.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by showing commitment to excellence, professionalism, and adherence to company values.
- Coached team members in techniques necessary to complete job tasks.
- Managed schedules accepted time off requests and found coverage for short shifts.
- Audited team performance and compliance with New York and Serve Safe standards.
- Trained new cashier team members in customer service and money handling processes.
- Performed cash handling duties, provided change, and balanced money at end of shift.
Education
High School Diploma - Advanced Sciences
Amherst Central High School
06.2018
Forensic Chemistry
SUNY Buffalo State University
01.2020
Skills
- Customer service
- Strong Work Ethic
- Excellent time management skills
- Cash handling, counting and management
- Transaction processing accuracy
- Relationship building and management with professionalism and courtesy
- Compliance, banking laws, and regulations
- Banking Product Knowledge
- Fraud Detection and Unusual Activity
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Wire transfers
- Financial product sales
Certification
- Licensed Notary Public New York State (Term June 16, 2024 – June 16, 2028)
- DEI Level I and II Certification
- Sustainability Certification
Timeline
Universal Banker
M&T Bank
12.2024 - Current
Teller
M&T Bank
10.2024 - Current
Float Teller
M&T Bank
08.2023 - 10.2023
Team Lead/ Manager in charge
07.2017 - 08.2023
Forensic Chemistry
SUNY Buffalo State University
High School Diploma - Advanced Sciences
Amherst Central High School
Similar Profiles
Dwayne HallDwayne Hall
Fraud Prevention Specialist at M&T BankFraud Prevention Specialist at M&T Bank
John Aidan PerryJohn Aidan Perry
Customer Asset Management Strategy Intern at M&T BankCustomer Asset Management Strategy Intern at M&T Bank
Morgan HaentgesMorgan Haentges
Commercial Banking Service Representative at M&T BankCommercial Banking Service Representative at M&T Bank
Adam ButlerAdam Butler
Operational Accounting Associate II at M&T BankOperational Accounting Associate II at M&T Bank
THEA LEHNE CARABAJALTHEA LEHNE CARABAJAL
Bartender/Server at BISTRO 63 MONKEY BAR LLCBartender/Server at BISTRO 63 MONKEY BAR LLC