Anela Trgo
M & T Bank
Syracuse,NY
1
Language
4
years of professional experience
Dynamic Universal Banker with extensive experience at M & T Bank, excelling in customer service and cash handling. Proven track record in enhancing branch performance through effective team collaboration and cross-selling strategies. Skilled in assessing customer needs and implementing tailored financial solutions, driving sales growth and fostering lasting client relationships.
Work History
Universal Banker
4 Months- Collaborated with colleagues to implement process improvements, enhancing overall branch performance.
- Monitored compliance with banking regulations, ensuring adherence to policy and risk management protocols.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Opened, closed, and updated accounts for customers.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Educated customers on features and benefits of banking products and services.
Universal Banker
1 Year 1 Month- Facilitated customer transactions, ensuring accuracy and efficiency in account management.
- Provided expert guidance on banking products, enhancing customer satisfaction and retention.
- Conducted financial assessments to identify client needs and recommend appropriate solutions.
- Assisted in resolving complex customer inquiries, improving service quality and responsiveness.
- Streamlined account opening processes, reducing wait times for customers and increasing throughput.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Bank Teller
1 Year 10 Months- Collaborated with team members to streamline workflows, improving overall operational efficiency.
- Trained new tellers on procedures and best practices for effective customer service delivery.
- Implemented security measures to safeguard against fraud, ensuring compliance with regulatory standards.
- Resolved customer issues promptly, applying problem-solving skills to enhance client relationships.
Bank Teller
1 Year- Processed customer transactions efficiently, ensuring accuracy in cash handling and record-keeping.
- Assisted customers with account inquiries, providing exceptional service to enhance satisfaction.
- Managed daily cash drawers, reconciling discrepancies and maintaining balanced accounts.
- Promoted bank products and services, identifying customer needs to drive sales growth.
Education
Bachelor of Science - Business Communications
Skills
Branch operations
Cash handling proficiency
Electronic funds transfer
Customer needs assessment
Loan origination
Customer service
Account openings
Cash handling
Customer Service-oriented
Cross-selling expertise
Team collaboration
Meeting sales goals
Money handling
Languages
Bosnian
Native or Bilingual
Timeline
Universal Banker
M & T Bank
06.2026 - CurrentRead More
Universal Banker
M & T Bank
05.2025 - 06.2026Read More
Bank Teller
M & T Bank
07.2023 - 05.2025Read More
Bank Teller
M & T Bank
05.2022 - 05.2023Read More
University of Sarajevo
Bachelor of Science from Business Communications
Read More