Summary
Overview
Work History
Education
Skills
Timeline
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DAVID MCANDREW

Bellefonte,PA

Summary

Detail-oriented banker with experience in financial services, administrative support, and front-line client care. Skilled in Microsoft Excel, problem solving, and confidential record management. Known for connecting clients with financial advisors and supporting goals-driven team success.

Overview

3
3
years of professional experience

Work History

Financial Center Banker

Northwest Bank
Bellefonte, PA
01.2026 - Current
  • Engaged in the LRM program (Licensed Relationship Management) through company-funded license exams that facilitated my path to becoming a financial advisor.
  • Supervisor on staff, assist customers and employees with everyday financial questions
  • Opened deposit accounts and explained checking, savings, and certificate options.
  • Assist my clients in reaching their financial goals

Administrative Assistant

Northwest Bank
State College, PA
05.2025 - 01.2026
  • Connect potential clients with financial advisors to discuss investment related finances
  • Prepared correspondence, reports, and presentation materials with strong attention to detail.
  • Managed confidential records, files, and document retrieval to support compliance needs.
  • Worked directly with licensed financial advisors to help reach company goals, assist clients with their investment needs

Member Associate

Toftrees Golf Resort
State College, PA
03.2024 - 12.2024
  • Managed guest check-in, answered inquiries, and resolved service issues with professionalism.
  • Processed tee times, reservations, and point-of-sale transactions accurately and efficiently.
  • Coordinated daily front desk operations to support smooth resort and golf shop service.
  • Plan events for the club, course and club maintenance

Education

Bachelor of Science - Communications

Pennsylvania State University
University Park, PA
12-2025

Skills

  • Customer service
  • Creative thinking
  • Microsoft Excel
  • Finance knowledge
  • Team coaching and training
  • Money management
  • Sales
  • Client relationships
  • Problem solving

Timeline

Financial Center Banker

Northwest Bank
01.2026 - Current

Administrative Assistant

Northwest Bank
05.2025 - 01.2026

Member Associate

Toftrees Golf Resort
03.2024 - 12.2024

Bachelor of Science - Communications

Pennsylvania State University