Lorry Logue
Bedford,PA
Summary
Accomplished relationship banker with deep experience in financial analysis, sales, and client onboarding. Proven ability to identify customer needs, recommend deposit, loan, and wealth solutions, and partner across mortgage, commercial, and wealth teams. Focused on growing business and delivering a strong client experience.
Overview
1
1
Certification
31
31
years of professional experience
Work History
Sr. Relationship Banker
M&T Bank
Altoona, Pa.
01.1996 - Current
- Advised retail customers on deposit, loan, and credit solutions at the branch level.
- Opened consumer and business accounts using M&T Bank systems and procedures.
- Referred customers to mortgage, wealth, and commercial banking partners.
- Explained bank products, fees, and account features in clear language.
- Resolved customer concerns while protecting confidentiality and branch compliance standards.
- Supported branch operations through cash handling, vault procedures, and daily controls.
- Mentored new bankers on M&T Bank service, sales, and account processes.
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
- Evaluated customer requests for overdrafts or line-of-credit increases.
- Provided advice on financial services, such as investments and insurance, to existing customers.
- Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
- Advised customers on ways they could reduce costs associated with their banking activities.
- Maintained up-to-date knowledge of regulations related to banking operations.
- Researched and responded to customer inquiries regarding banking products and services.
- Participated in weekly sales meetings to discuss progress toward goals, challenges faced.
- Ensured that all documents were accurately completed prior to submitting them for processing.
- Performed daily account maintenance activities for a portfolio of high net worth clients.
- Adhered to strict confidentiality protocols to maintain the safety of customer and bank information.
- Advised customers on bank products, services and financial planning options.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Modified, opened and closed customer accounts.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Integrated marketing promotions and programs into conversations to educate and inform customers.
- Identified and pursued new business opportunities through targeted outreach and networking.
- Leveraged banking technology platforms to streamline operations and enhance the client experience.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Built positive and productive customer connections to drive consistent sales.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Analyzed customer requirements and recommended efficient investment products.
Education
High School Diploma -
Bedford High School
Bedford, PA05-1984
Skills
- Account opening
- Teller operations
- Cash handling
- Deposit products
- CRM systems
- Branch operations
- Regulatory compliance
- Cross selling
- Client onboarding
- Consultative communication
- Attention to detail
- Relationship building
- Problem solving
- Investment advisory
- Cross-selling techniques
- Loan origination
- Portfolio management
- Customer Service-oriented
- Sales expertise
- Financial services
- Fraud detection
- Teller support
- Money handling
- Persuasive communication style
- Relationship management
- Customer financing
- Banking
- Cross-selling products
- Loans
- Account closings
- Customer needs assessment
- Multitasking capacity
- Professionalism
- CRM software
- Organizational skills
- Multitasking
- Product knowledge
- Communication skills
- Data gathering
- Critical thinking
- Risk assessment
Certification
- Notary Public
- NMLS
Timeline
Sr. Relationship Banker
M&T Bank
01.1996 - Current
High School Diploma -
Bedford High School