James Martins
Shelton,CT
Summary
Proven Relationship Banker at M&T Bank, excelling in customer satisfaction and relationship management. Leveraged expertise in sales and cash handling to meet clients' financial goals, backed by a strong record of providing personalized banking solutions. Skilled in navigating industry trends, ensuring the delivery of top-tier customer service and advice.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Relationship Banker
M&T Bank
09.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Branch Manager
People's United Bank
04.2006 - 10.2016
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
Certification
- Life/Health Insurance License
- Mortgage Certified/NMLS
- Notary Public
Languages
Portuguese
Full Professional
Spanish
Limited Working
Timeline
Relationship Banker
M&T Bank
09.2022 - Current
Branch Manager
People's United Bank
04.2006 - 10.2016