KAMAKSHI IYER

• BUSINESS DEVELOPMENT -
• Built long-lasting client relationships through excellent customer service and consistent followups.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Increased sales revenue by developing and implementing effective sales strategies.
• Organized regular sales meetings with business partners to review progress, share best practices, and set achievable targets for continued success.
• Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
• Expanded market share through effective prospecting, lead generation, and negotiation skills.
• EMPLOYEE DEVELOPMENT -
• Fostered a positive work environment within the sales team by encouraging open communication, teamwork, and mutual support among team members.
• Improved group dynamics by fostering a supportive and collaborative coaching environment.
• Evaluated employee performance regularly through weekly touch points, observational coaching and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
• Engaged employees in M&T way business processes with precision leadership techniques.
• COMMUNITY ACTIVATION -
• Always believed in the bank's mission of helping small businesses in our community
• On the IACAW board and helping the Indian American cultural association of westchester by providing financial literacy and seminar on fraud.
• Engaging team to be a part of volunteering opportunity in the local community like the library of North salem,historical society.
• RISK MANAGEMENT -
• Improved operational efficiency by streamlining processes and implementing new technologies.
• Implemented risk management strategies to minimize potential losses and safeguard the bank''s assets.

M&T Bank – North Salem, NY

• Maintained friendly and professional customer interactions.

09/2020 to Current

• Extremely successful in building professional relationship with small business owners in our local community and helping them simplify their banking needs and offer banking solutions appropriate for their business. Followed M&T way Business First Foundation process to understand the business and its operating model and to build a very successful professional relationship with business prospects and customers.
• Confidently made 30 to 40 Outbound calls to business prospects and customers every week. Successfully leveraged business partners to find best solutions available for business owners/prospects.
• Always curious to learn more - Participated in commercial shadow program to learn in about commercial lending and their underwriting process.
• Conducted a few listen and learn sessions in collaboration with Multicultural team to create an impact within the Asian Indian community and to understand their view on how M&T can show up as a multicultural bank in their community.
• Continually boosted branch production and revenue by consistently exceeding all monthly and quarterly sales goals.

Senior Service Associate M&T Bank – North Salem, NY

• Extremely successful in building professional relationships with customers.
• Key role in relationship management, risk management and customer experience Processed about 50 to 60 customer deposits and withdrawals within assigned limits, cashing checks, and transferring funds between checking ,savings and commercial accounts.
• Exceeded management expectations by consistently delivering differentiated customer experiences, by welcoming each customer to branch, identifying needs across all product service lines, being integral part of their financial journey and resolving service issues.
• Efficiently and Rapidly performed ATM settlement and replenishment as per Bank policy and procedure.(Single Custodian of ATM)
• Diligently follows M&T WAY sales process of Profiling & Pre-call planning, proactive outreach to get appointments, and following up with customer
• Very successful in utilizing CCM for all customer interactions, taking detailed notes and entering all relevant information in CCM.

• Successfully executed customer transactions, including deposits, withdrawals, money orders, and checks
• Processed currency & coin exchange on daily basis
• Rapidly and efficiently performed ATM settlement and replenishment on weekly basis Maintained friendly and professional customer interactions
• Exceeded quarterly referral goals.(No.2 in Hudson Valley East) Answered telephone inquires promptly and accurately Processed Teller, Vault and ATM audits with zero error rate Executed Vault custodianship with ease and zero error rate Executed Top 5 behaviors everyday.