Kyla Treviso
Summary
Reliable Relationship Specialist with 2 years dedicated to Loss Mitigation and 18 years of extensive background in retail banking, customer service, and sales.
Overview
20
20
years of professional experience
Work History
Relationship Specialist
The Summit Federal Credit Union
Fairport, New York
10.2022 - Current
- Deliver exemplary member service through extensive product knowledge and expertise
- Implement effective resolution strategies for member issues
- Elevate member experience by fostering positive image and upholding service standards
Pre Closing Specialist
M&T Bank
Rochester, NY
08.2020 - 09.2022
- Managed loan portfolio, ensuring compliance with Covid-19 FHA Recovery Programs.
- Generated post-closing terms for no-document loan modifications during trial periods.
- Drafted final modification terms and accompanying summary documentation.
Relationship Banker
M & T Bank
Rochester, NY
04.2019 - 08.2020
- Advise customers on bank products, services, and financial planning options.
- Engage prospects through strategic open-ended questions to clarify required products and services.
Licensed Relationship Manager
Key Bank
East Rochester, New York
07.2017 - 04.2019
- Advise clients on bank products, services and financial planning options.
- Guide clients through financial considerations and propose customized recommendations on investment choices, products, and services according to client needs and available assets.
Licensed Relationship Banker
Citizens Bank
Rochester, NY
05.2015 - 07.2017
- Cultivated relationships with new and existing customers to assess financial needs.
- Collaborated with branch colleagues and partners to address complex financial requirements for customers.
Assistant Branch Manager
Citizens Bank
Rochester, NY
07.2005 - 05.2015
- Exceeded individual sales goals while modeling high-performance standards for team members.
- Collaborated with branch manager to mentor and coach staff, driving sales achievements.
- Ensured branch compliance with bank policies and procedures while preparing for internal audits.
Education
State University of Brockport
Associate of Arts - Liberal Arts
Monroe Community College
1996
Skills
- Enthusiastic
- Flexible
- Goal oriented
- Excellent communication skills
- Strong attention to detail
- Excellent organizational skills
Accomplishments
Trained new hires and cross trained peers.
Learned how to update First Legal Action Dates for loans with active forbearance's.
Experienced with reviewing loans and running modifications in Black Knight, MSP and Director.
Timeline
Relationship Specialist
The Summit Federal Credit Union
10.2022 - Current
Pre Closing Specialist
M&T Bank
08.2020 - 09.2022
Relationship Banker
M & T Bank
04.2019 - 08.2020
Licensed Relationship Manager
Key Bank
07.2017 - 04.2019
Licensed Relationship Banker
Citizens Bank
05.2015 - 07.2017
Assistant Branch Manager
Citizens Bank
07.2005 - 05.2015
State University of Brockport
Associate of Arts - Liberal Arts
Monroe Community College
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