DARLENE HOLMES
Bensalem,PA
Summary
25+ years of experience in financial services within the business and the retail banking industry. Trust, Rapport and Relationship-Driven Change Leader. Self-motivated, organized and deeply committed individual who works well with a team or individually to accomplish a common goal.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Member Service Representative
TruMark Financial Credit Union
07.2023 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Achieved loan goals each quarter.
- Educated and engaged customers with Credit Union products and services.
- Contributed to achieving branch Wealth Advisor goal.
Sr. Commercial Relationship Liaison/Notary Public
M&T Bank
01.2022 - 01.2023
- Assist with the administration of Commercial products and services, development and expansion of relationships by focusing on exceeding customer expectations
- Works directly with Regional Relationship team and assigned Commercial Customers
- Responsible for performing all follow-up and backup work required to support my Relationship Managers
- Management Specialist, responding to questions and resolving problems
- In-depth experience with portfolio management and relationship building
- Experienced in financial services, business and retail banking industry
- Process requests for research, corrections, KYC, loan payments, loan advances, book transfers, collateral releases, wire transfers and credit inquiries
- Assist Commercial business line to provide customer support in business development activities
Relationship Banker/Notary Public
M&T Bank
07.2008 - 12.2022
- Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities
- Leveraging the portfolio management process and utilizing the fundamentals of M&T's sales process to achieve personal sales and referral goals
- Successfully manage my team when needed and exceed our operational goals
- Act as a liaison with business partners and investment advisors to build and grow relationships
- Work with my branch to reach quarterly goals as a team
- Adhering to all operational procedures daily, and proactively working with our customer's safety and account security
- NMLS and Medallion Stamp Certified
Head Teller Supervisor/Teller Mentor
M&T Bank
10.2005 - 07.2008
- Manage and balance cash vault, audits, and general ledger accounts and complete branch related operational activities as appropriate
- Adhere to the established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter
- New hire and existing mentor
Education
Certification In Administrative Assistant -
Bucks County Community College
Newtown, PA04.2023
Skills
- Leadership
- Customer Support
- Banking Regulations
- Financial Statements
- Commercial Loan Documentation
- Teamwork
- Follow-up
- Backup Work
- Support Relationship Managers
Certification
Previous Licensed PA Notary Public
Volunteer Experience
Food Distribution Volunteer, Christian Life Center, Bensalem, PA, 09/2019, 04/2020, Weekly food distribution for the Bucks County, PA community.
Organize and Execute Fundraising for the the Messenger Motorcycle Community in Bucks and Delco County. 2022-Present.
Timeline
Member Service Representative
TruMark Financial Credit Union
07.2023 - Current
Sr. Commercial Relationship Liaison/Notary Public
M&T Bank
01.2022 - 01.2023
Relationship Banker/Notary Public
M&T Bank
07.2008 - 12.2022
Head Teller Supervisor/Teller Mentor
M&T Bank
10.2005 - 07.2008
Previous Licensed PA Notary Public
Certification In Administrative Assistant -
Bucks County Community College
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