Abby Winters
Salisbury,CT
Summary
Dynamic and accomplished professional with a solid background in the banking industry, complemented by strong management expertise. A highly motivated individual with a commitment to confidentiality, strict adherence to procedures, and meticulous document filing. A skilled notary public with an eye for detail and a commitment to ensuring accuracy and compliance. Dedicated to fostering collaborative relationships and achieving organizational goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker/Assistant Manager
NBT Bancorp
Canaan, CT
02.2024 - Current
- Manage team of seven bankers, providing guidance and training to enhance productivity and customer service
- Supervise daily operations of the branch, ensuring compliance with banking regulations and internal policies
- Provide exceptional customer service, resolving issues and inquiries promptly and effectively
- Oversee cash management and vault operations
- Conduct performance evaluations, coach team members, and foster a positive work environment
Universal Banker
M & T Bank
Canaan, CT
01.2020 - 08.2023
- Ensure consistent sales and servicing of all bank products and services in compliance with bank policies and regulations
- Conducts and trains others in all account opening/maintenance functions
- Achieve personal sales goals, contribute to team sales goals, and assist team members in achieving their goals
- Manages ATM processes including proofing, replenishment and customer investigations
- Processes transactions such as deposits, retirement savings plan contributions, automate teller transactions, and mail deposits
- Open deposit accounts, loan applications, respond to customer inquiries and refer cross-selling opportunities
- Identify and assess customers' needs to achieve satisfaction
- Build sustainable relationships and trust with customers.
Executive Assistant
Charter Arms
06.2012 - 10.2018
- Assist executives with administrative tasks such as writing and editing emails, drafting memos, and preparing communications
- Maintaining comprehensive and accurate records
- Act as the point of contact among executives, employees, clients and other external partners
- Manage information flow in a timely and accurate manner
- Organize and maintain executives' schedules and help coordinate meetings.
Education
Bachelor's in Marketing -
Fairfield University
01.2013
Skills
- Customer relationship management
- Compliance & regulatory knowledge
- Financial analysis reporting
- Problem solving
- Team leadership & supervision
- Communication & interpersonal skills
Certification
- Notary Public, 2023
- Certified Transaction Coach, 2021
- NMLS License, 2023
Timeline
Senior Relationship Banker/Assistant Manager
NBT Bancorp
02.2024 - Current
Universal Banker
M & T Bank
01.2020 - 08.2023
Executive Assistant
Charter Arms
06.2012 - 10.2018
Bachelor's in Marketing -
Fairfield University
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