Mathew Idro
Lynnwood
Summary
Business Banking professional with 11 years of experience in the banking and financial services industry. Dedicated to providing financial services and developing strong relationships with clients. Proven track record of success in goal setting, client acquisition, and problem resolution.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Banking Relationship Specialist
U.S. Bank
Marysville
01.2022 - Current
- Delivered comprehensive financial solutions to small businesses with revenues between $500K and $2.5 million, enhancing client portfolios and supporting financial growth targets.
- Consistently exceeded targets by identifying and cross-selling appropriate products, contributing to growth in the business segment revenue.
- Deepened customer relationships through regular outreach and business development, resulting in increased new accounts and product adoption.
- Utilized digital tools and personal connections to provide tailored solutions, boosting client satisfaction and retention rates.
- Collaborated with internal partners and external influencers to identify new opportunities, referring clients to appropriate business lines and expanding cross-sell opportunities.
Licensed Client Relationship Consultant
US BANK
Seattle
02.2017 - 12.2021
- Built and managed a successful book of business, expanding customer relationships by 30%, and contributing to branch success.
- Managed client relationships by delivering tailored wealth management solutions, enhancing client retention and driving portfolio growth.
- Drove sales revenue through targeted outreach and face-to-face interactions, significantly increasing revenue for sustained business growth.
- Built and Maintained strong product knowledge, increasing client value and interaction efficiency while forming strategic partnerships with U.S. Bancorp Wealth management teams to deepen affluent customer relationships.
Personal Banker
US BANK
Seattle
05.2016 - 02.2017
- Administered banking transactions including account openings, loan generation, and partner referrals, achieving a customer satisfaction rating of 95%.
- Demonstrated cross-selling expertise, contributing to overall account growth and strengthening customer relationships.
- Promoted digital banking solutions, enhancing customer retention and adoption rates.
- Mentored branch staff, providing training and ongoing support for new and existing U.S. bank employees.
- Exhibited leadership in regulatory compliance, maintaining a 100% accuracy rate for a secure and compliant banking environment.
Universal Banker
US BANK
Seattle
12.2015 - 05.2016
- Identified customer needs and provided tailored solutions, promoting banking services leading to a growth in product adoption.
- Opened and managed customer accounts, credit cards, and loans, ensuring compliance with identification requirements and bank policy to foster customer trust.
- Resolved customer inquiries about account statuses, discrepancies, and transactions, providing effective solutions that enhanced customer satisfaction.
- Exceeded referral goals to bank partners while consistently achieving and improving quarterly production goals.
Teller
US BANK
Seattle
05.2015 - 12.2015
- Achieved a 98.5% accuracy rate in daily cash balancing, enhancing overall branch efficiency.
- Processed transactions for 100+ daily customers, ensuring accuracy in financial operations and contributing to a 95% customer satisfaction rate.
- Engaged with new and existing customers daily, identifying needs and providing tailored services in collaboration with bank partners.
Education
Business Administration - Finance and Management
University of Washington
Bothell, WA01-2015
Skills
- Business Lending
- Financial Analysis
- Client Relationship Management
- Salesforce
- Microsoft Suite
- Analytical
- Critical Thinking
- Networking
- Leadership
- Team collaboration
- Detail Oriented
- Adaptability
- Cross-functional
- Conflict Resolution
- Business development
- Effective communication
Websites
Certification
Uniform Securities Agent State Law, Financial Industry Regulatory Authority (FINRA), 01/18
Timeline
Business Banking Relationship Specialist
U.S. Bank
01.2022 - Current
Licensed Client Relationship Consultant
US BANK
02.2017 - 12.2021
Personal Banker
US BANK
05.2016 - 02.2017
Universal Banker
US BANK
12.2015 - 05.2016
Teller
US BANK
05.2015 - 12.2015
Business Administration - Finance and Management
University of Washington