Jenna Akin
Kennedy,USA
Summary
Banking professional with background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and client relations. Reliable leader focused on achieving results and empowering teams.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Branch Manager
M&T Bank
Olean, NY
07.2025 - Current
- Led branch operations to enhance customer service and improve overall client satisfaction.
- Developed and executed strategic plans to achieve financial goals and drive branch profitability.
- Implemented training programs focused on improving team skills and service delivery standards.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch goals and exceed expectations consistently.
- Evaluated employee performance regularly through feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Met with current and new business clients to identify banking and lending needs
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
RELATIONSHIP BANKER
M&T Bank
Mayville, NY
07.2022 - 07.2025
- Created continuous client relationships by providing knowledgeable information on banking products and services.
- Educated clients about banking products such as savings accounts, credit cards, mortgages and investments.
- Developed in-depth knowledge of consumer and small business products and services to educate customers.
- Conducted regular meetings with customers to review their financial goals and objectives.
- Managed daily operations of bank branch, including cash handling and balancing.
- Met with customers to discover financial needs and provide product recommendations.
- Collaborated with other departments within the bank to ensure efficient delivery of services.
- Led and oversaw banking center activities to support banking manager.
- Provided guidance on how to use online banking platforms for accessing account information.
- Assisted customers in opening new bank accounts or transferring existing ones from other banks.
- Processed deposits, withdrawals, loan payments, transfers and check cashing for customers.
- Attended training sessions to stay up-to-date on industry regulations and procedures.
- Assisted in community awareness events to increase bank outreach and foster new business relationships.
- Provided excellent customer service, resolving customer inquiries and complaints in a timely manner.
- Established relationships with customers to build trust and loyalty.
- Processed loan applications.
- Executed wire transfers of funds.
- Informed customers of procedures for applying for services, such as ATM cards, direct deposit of checks and certificates of deposit.
BARTENDER/HOSTESS
Jeremy's Belview
Jamestown
05.2018 - Current
- Consistently provide professional, friendly, and engaging service
- Maintain complete knowledge of restaurant menu, including daily specials
- Prepare beverages in a fast-paced environment
- Keeping a well-stocked inventory
- Maintained professional appearance, time management skills, strong communication (written, verbal, and listening), and positive attitude
- Open and closed the bar in a timely and responsible manner.
LOAN OFFICER
Southern Chautauqua Federal Credit Union
Lakewood
09.2014 - 07.2022
- Providing advice around debt and credit management
- Meet and interview applicants to obtain information for loan applications and to answer questions about the process
- Advise applicants on secured, personal, education and home equity loans
- Work with customers to open new savings and or checking accounts
- Issuance of CDs and IRAs
- Maintain friendly and professional customer interactions
- Answer telephone inquiries on all banking products
- Making phone calls to review any current banking and financial needs
- Assess client's financial situations to develop strategic financial planning solutions
- Meet with clients to generate new business
- Obtained, verified, and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information
- Prepare and review income tax returns
- Provide answers to tax related questions.
- Built strong relationships with customers by providing exceptional service throughout the entire loan process.
- Processed customer payments and negotiated payment arrangements for delinquent loans
- Processed loan applications in accordance with applicable laws and procedures.
- Answered customer inquiries involving rates, products and loan application status to provide quality customer service.
- Analyzed credit reports and other documents necessary for loan processing.
- Ensured compliance with bank policies and procedures when evaluating loan requests.
- Monitored daily activities relating to the management of existing loans such as modifications or extensions requested by borrowers.
- Processed loan applications, reviewed credit reports, and made loan decisions.
- Demonstrated success in overseeing loan applications from start to finish.
- Developed and implemented strategies to increase customer satisfaction and reduce delinquency rates for loan products.
- Negotiated terms on loans including interest rates, fees, repayment schedules.
- Advised borrowers on all aspects of their loans including payment options, refinancing opportunities.
- Analyzed credit report and financial scenarios, determining appropriate loan products for customers.
- Assisted in training new employees on loan origination systems used by the organization.
- Conducted in-depth interviews with clients to gain an understanding of their financial needs and objectives.
- Computed payment schedules.
SERVER
Alfie's Restaurant
Jamestown
09.2014 - 09.2015
- Provided friendly and attentive service
- Bussed and reset tables and kept dining room and work areas clean
- Developed and maintained positive working relationships with others
- Maintained high standards of cleanliness and sanitation
- Relayed orders to bar and kitchen by quickly and accurately recording guest selections and keying them into the computer
- Served beverages, food and replenished items as necessary.
DIETARY AIDE
Heritage Green Assisted Living Communities
Greenhurst
03.2013 - 09.2014
- Transported patients to and from different departments
- Prepare and serve means to patients
- Delivering food to residents rooms
- Assist in clean up, kitchen maintenance and setting up and taking down the dining room areas.
Education
HIGH SCHOOL DIPLOMA -
Southwestern Highschool
NY06-2013
No Degree -
JCC
Jamestown, NYSkills
- Relationship building and management
- Financial services
- Community relations
- Sales expertise
- Business development
- Teamwork and collaboration
- Adaptability and flexibility
- Multitasking
- Decision-making
- Goal setting
- Customer Service-oriented
- Cash handling
- Loan origination
- Persuasive communication style
- Credit assessment
- Effective communication
- Time management
- Problem-solving abilities
- Organizational skills
- Product knowledge
- Coaching and mentoring
- Team supervision
- Client relationship management
- Employee development
- Staff training
- Staff recruitment
- Business development
Certification
- NMLS Certification
- Notary Public
- University of Lending
Timeline
Branch Manager
M&T Bank
07.2025 - Current
RELATIONSHIP BANKER
M&T Bank
07.2022 - 07.2025
BARTENDER/HOSTESS
Jeremy's Belview
05.2018 - Current
LOAN OFFICER
Southern Chautauqua Federal Credit Union
09.2014 - 07.2022
SERVER
Alfie's Restaurant
09.2014 - 09.2015
DIETARY AIDE
Heritage Green Assisted Living Communities
03.2013 - 09.2014
HIGH SCHOOL DIPLOMA -
Southwestern Highschool
No Degree -
JCC