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
Microsoft Word
Microsoft Excel
Multitasking Abilities
Staff Management
Work Planning
Analytical Skills
Customer Service
Written Communication
Banking software navigation
Risk Analysis
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