Catelynn Davis
Dover,DE
Summary
Accomplished Universal Banker with a proven track record at M&T Bank, adept in financial planning and transaction processing. Excelled in enhancing customer service, achieving high accuracy in money handling, and driving branch operations. Skilled in cross-selling with a typing speed of 47 WPM, demonstrating exceptional customer care and employee training assistance.
Overview
2
2
years of professional experience
Work History
Universal Banker
M&T Bank
01.2024 - Current
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Teller
DECA Commissary
10.2023 - 01.2024
- Processed requests for supplies, prepared merchandise for delivery and prepared packages for delivery according to established procedures.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- 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.
Bank Supervisor
FSNB
07.2022 - 10.2023
- Executed branch marketing, advertising and bank promotions.
- Supervised and controlled branch activities according to bank policies to meet loan and deposit volume goals and for responsive customer service.
- Completed vault balancing, cash reports, variances, overdrafts, and addressed issues.
- Trained employees to standards by conducting coaching sessions and evaluating comprehension.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Balanced teller drawers and ATM cash.
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Education
High School Diploma -
Mayflower High School
Mayflower, ARSkills
- Wire Transfers
- Transaction Processing
- Financial Planning
- Branch operations
- Typing skills of 47 WPM
- Customer service and care
- Cross-Selling and Partner Referrals
- Employee Training Assistance
- Dual Control Vaults
Timeline
Universal Banker
M&T Bank
01.2024 - Current
Teller
DECA Commissary
10.2023 - 01.2024
Bank Supervisor
FSNB
07.2022 - 10.2023
High School Diploma -
Mayflower High School
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