Jonathan Halligan
Saugerties,NY
Summary
Customer-oriented Banking Officer offering 9 years of experience overseeing bank operations and verifying adherence to state and federal banking rules and regulations. Supportive and communicative professional polished in providing banking services to individuals and corporate customers. In-depth knowledge of available bank products and services paired with outstanding customer service abilities.
Overview
11
11
years of professional experience
Work History
Municipal Banking Officer
The Bank of Greene County
01.2020 - Current
- Key member of the Municipal Department for managing 150+ Municipalities.
- Manage public and private bonds for all municipalities located within New York State.
- Provide single point of contact with VIP customers regularly ensuring accurate cashing of checks, wire support, payroll batch monitoring, and additional administrative functions.
- Conducted financial due diligence on potential investments and acquisitions of new customers and investment opportunities.
- Manage and advise Municipal Banking Associates in underwriting procedures for the bank's investment portfolio, payroll, account documentation, client data and monthly reconcilement for accounts payable.
- Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
High School Basketball Official
International Association of Approved Basketball Officials, Inc.
12.2017 - Current
- Instructed players and coaches on basketball game rules.
- Promoted good sportsmanship among players.
- Handled high-stress situations using superior calming techniques with basketball fans.
New York State Baseball Umpire/Secretary & Treasurer
Columbia-Greene Umpires Association
04.2013 - Current
- Treasurer and secretary for the non-for-profit organization since 2017.
- Umpired NYS High School Finals for June, 2021 as well as numerous sectional finals.
- Maintained daily report documents, memos and invoices.
- Prepared and presented financial reports to inform board of directors.
Municipal Banking & Cash Management Specialist
The Bank of Greene County
01.2017 - 12.2019
- Make outbound sales calls, use problem solving techniques to cross-sell products and services and refer business to other departments and the Bank's subsidiaries in accordance with Bank policies.
- Mentor for new employees joining the bank as universal bankers and financial service representatives.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Management Trainee
The Bank of Greene County
06.2015 - 12.2016
- Establish strong customer relationships while portraying the bank's strong professional image.
- Learned and shadowed all department heads within the bank for one year.
- Gained knowledge of company policies, protocols and processes.
Education
Certificate of Executive Leadership - Graduate School of Banking
University of Wisconsin - Madison
Madison, WI08.2023
MBA - Business Administration
The College of Saint Rose
Albany05.2017
Bachelor of Science - Economics
State University of New York College At Oneonta
Oneonta05.2015
Skills
- Proficient with Microsoft Office
- Business Development
- Risk Management
- Staff Hiring
- Verbal and Written Communication
- Problem-Solving Skills
- Relationship Management
- Public Speaking
Timeline
Municipal Banking Officer
The Bank of Greene County
01.2020 - Current
High School Basketball Official
International Association of Approved Basketball Officials, Inc.
12.2017 - Current
Municipal Banking & Cash Management Specialist
The Bank of Greene County
01.2017 - 12.2019
Management Trainee
The Bank of Greene County
06.2015 - 12.2016
New York State Baseball Umpire/Secretary & Treasurer
Columbia-Greene Umpires Association
04.2013 - Current
Certificate of Executive Leadership - Graduate School of Banking
University of Wisconsin - Madison
MBA - Business Administration
The College of Saint Rose
Bachelor of Science - Economics
State University of New York College At Oneonta
Similar Profiles
Christa BushChrista Bush
Regional Branch Officer at The Bank of Greene CountyRegional Branch Officer at The Bank of Greene County
Diedra FeeneyDiedra Feeney
FSR at The Bank of Greene CountyFSR at The Bank of Greene County
Christinanna WeeksChristinanna Weeks
Dispatcher at Greene County Sheriff's OfficeDispatcher at Greene County Sheriff's Office
Patrick HabernigPatrick Habernig
Sales Associate at Wiedy Furniture CenterSales Associate at Wiedy Furniture Center
Holly LombardoHolly Lombardo
Branch Manager at Mid- Hudson Valley Federal Credit UnionBranch Manager at Mid- Hudson Valley Federal Credit Union