Gerrard Kodi
Waterbury
Summary
Finance graduate with hands-on banking experience at M&T Bank, including vault operations, cash flow management, and customer relationship development. Proven ability to support branch performance, ensure operational accuracy, and connect clients with appropriate banking and investment solutions. Seeking entry-level corporate finance, operations, or analyst roles, with growth potential.
Overview
1
1
year of professional experience
Work History
Banker / Vault Coordinator
M&T Bank
Seymour
03.2025 - Current
- Serve as Vault Coordinator and ATM Custodian, managing branch cash inventory, ATM funding, and daily cash flow to ensure accuracy, security, and regulatory compliance.
- Support branch operations through precise transaction processing, cash balancing, ATM reconciliation, and strict adherence to internal controls.
- Proactively build and strengthen customer relationships through intentional, high-quality financial conversations focused on listening, education, and trust-building.
- Set personal performance goals beyond requirements, including a minimum of four qualified referrals per period to Relationship Bankers and Financial Advisors.
- Identify customer needs and refer clients to appropriate banking, lending, and investment solutions to enhance customer outcomes and branch performance.
- Consistently recognized with a strong performance rating for reliability, initiative, attention to detail, and contribution to branch goals.
- Collaborate closely with bankers and branch leadership to improve customer experience, sales outcomes, and operational efficiency.
Education
Bachelor of Business Administration - Finance
Texas Tech University - Rawls College of Business
12.2024
Skills
- Cash & Vault Management
- Financial Operations & Controls
- Customer Relationship Management
- Cross-Selling & Product Referrals
- Microsoft Excel
- Financial Analysis & Modeling (Academic)
Timeline
Banker / Vault Coordinator
M&T Bank
03.2025 - Current
Bachelor of Business Administration - Finance
Texas Tech University - Rawls College of Business