Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Austin Monteleone

Branch Banker
Roseville,MI

Summary

As a recent graduate of the University of Detroit Mercy's Business Analytics program, I am excited to bring my skills and knowledge to the financial services industry. With over four years of experience working in this field, I have developed a deep understanding of financial markets, regulations, and client needs. My analytical abilities allow me to identify trends, patterns, and insights that drive business decisions and improve performance. I am passionate about leveraging data to optimize processes, reduce risks, and enhance client experience.

Overview

8
8
years of professional experience
5
5
years of post-secondary education

Work History

Branch Banker

PNC
07.2023 - Current
  • Proactively drive growth in balances through strategic sales, marketing, promotion, and referral of products, resulting in a 20% increase in customer acquisition and retention.
  • Identify and assess clients' financial needs, providing tailored product and service recommendations that lead to a 15% increase in cross-selling and upselling opportunities.
  • Develop and nurture strong customer relationships, fostering loyalty and repeat business.
  • Effectively manage and communicate promotional campaigns and product initiatives, ensuring maximum visibility and engagement.
  • Create a motivated and diverse team environment by setting clear objectives for the branch and each employee, resulting in improved employee satisfaction and productivity.
  • Ensure branch compliance with bank policies, procedures, and operational integrity, minimizing risk and maintaining a high level of professionalism.
  • Cultivate and maintain relationships with existing small business customers, driving business growth and fostering partnerships within the community.
  • Consistently maintain accurate and up-to-date documentation, ensuring compliance and facilitating seamless knowledge transfer within the team.

Teller Lead

PNC
12.2019 - 07.2023
  • Include creating procedural forms to be used by the bank's teller staff. - Maintain a strong knowledge of bank products, services, procedures, and regulatory requirements in order to assist staff members with questions and difficult or complex tasks.
  • Review deposit holds and other infrequent or complex tasks to ensure accuracy prior to providing information to customers or forwarding to other areas of the bank.
  • Successfully audit the branch monthly and train bank staff on the branch programs.
  • Organize branch files and maintain order within multiple branch settings. - Provide strong support for other employees and regularly discuss customer service goals and concerns with staff.
  • Mentor and train new hires on bank routines and procedures.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.

Merchandise Coordinator

The TJX Companies, Inc.
01.2016 - 12.2019
  • Owned the tracking and management of all merchandise, ticketed, and marketing samples for tops and bottoms utilizing multiple excel documents; worked closely with vendors to ensure timely shipment and accuracy. - Responsible for defining and global item changes across all departments within the IP system to ensure PO's are processed accurately. - Pulled and organized samples for visual pass-offs and checked in samples during mock store set up; managed visual debut and mark down documents.

Education

Bachelor of Business Administration - BBA - Business Analytics

University of Detroit Mercy
01.2018 - 05.2023

Skills

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Timeline

Branch Banker

PNC
07.2023 - Current

Teller Lead

PNC
12.2019 - 07.2023

Bachelor of Business Administration - BBA - Business Analytics

University of Detroit Mercy
01.2018 - 05.2023

Merchandise Coordinator

The TJX Companies, Inc.
01.2016 - 12.2019

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Austin MonteleoneBranch Banker