Business-minded, bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities.
Overview
39
39
years of professional experience
Work History
Relationship Banker
M & T Bank, Formally Peoples United
06.2001 - 10.2023
Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Cultivated strong customer relationships by providing tailored advice and services.
Maintained in-depth product and service knowledge for well-informed customer advice.
Analyzed customers' financial information to deliver personalized account guidance.
Assisted customers with completing required forms for opening and closing bank accounts.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Facilitated customer transactions, including deposits, withdrawals and transfers.
Monitored accuracy of customer information in system.
Processed customer payments and account setup charges.
Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Maintained customer records and updated account information.
Activated new accounts and issued customer identification numbers.
Collected customer information and completed new account forms.
Explained account terms and conditions to customers.
Greeted customers and delivered information about new account processes.
Retail Associate
Stoddards Market
04.1985 - 06.2001
Maintained clean sales floor and straightened and faced merchandise.
Greeted customers, helped locate merchandise, and suggested suitable options.
Organized store merchandise racks and displays to promote and maintain visually appealing environments.
Stocked merchandise, clearly labeling items, and arranging according to size or color.
Helped customers complete purchases, locate items, and join reward programs.
Answered questions about store policies and addressed customer concerns.
Education
Associate of Applied Science - Physical Therapy
NHVTC
Claremont, NH
Skills
Policy Development and Implementation
Financial Advising
Relationship Building and Management
Recordkeeping Requirements
Sales Expertise
Creative Thinking
Timeline
Relationship Banker
M & T Bank, Formally Peoples United
06.2001 - 10.2023
Retail Associate
Stoddards Market
04.1985 - 06.2001
Associate of Applied Science - Physical Therapy
NHVTC
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