Matthew Balbour
Carmel,NY
Summary
Dedicated banking associate with proven expertise in transaction accuracy and customer service. Skilled in cross-selling banking products and training staff, enhancing client satisfaction and operational efficiency.
Results-driven banking professional with a strong background in processing transactions and fostering client relationships. Expertise in training new associates and enhancing service delivery, contributing to improved client satisfaction and streamlined operations.
Overview
4
4
years of professional experience
Work History
Banking Associate
TD Bank
Carmel, NY
09.2024 - Current
- Processed customer transactions efficiently, ensuring accuracy and compliance with bank policies.
- Assisted clients in account inquiries, providing timely and effective solutions.
- Collaborated with team members to enhance service delivery and operational efficiency.
- Maintained up-to-date knowledge of banking products and services for client recommendations.
- Supported branch operations by managing records and documentation accurately.
- Trained new associates on customer service best practices and bank procedures.
- Facilitated communication between clients and financial advisors to streamline service experiences.
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
- Boosted client satisfaction by efficiently addressing and resolving customer inquiries and concerns.
- Fostered strong client relationships, providing personalized service and maintaining open communication channels.
Teller
TD Bank
Carmel, NY
10.2022 - 09.2024
- Assisted clients with account inquiries, providing exceptional customer service to enhance client satisfaction.
- Trained new tellers on operational procedures and customer service best practices to ensure team effectiveness.
- Leveraged banking software systems for transaction processing and account management, enhancing efficiency and accuracy.
- Educated customers on online banking and mobile banking applications.
- Referred customers to other banking departments for specialized services.
- Boosted cross-selling of bank products by identifying customer needs during transactions.
- Increased customer satisfaction through friendly interactions and resolving issues promptly.
- Supported team members during high-volume periods to ensure smooth operations and customer satisfaction.
- Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
- Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.
Education
No Degree - Computer Science
Western Connecticut State University
Danbury, CTHigh School Diploma -
CARMEL HIGH SCHOOL
Carmel, NY06-2017
BOCES Certification - Information Technology
PNW BOCES
Yorktown Heights, NY06-2017
Skills
- Branch operations
- Payment processing
- Collateral valuation
- Banking software proficiency
- Cross-selling products
- Account openings
- Staff training
- Risk management policies
Languages
English
Native or Bilingual
Interests
- Strategy Games
- Video Gaming
- Wealth Management/ Advisement
- Watching Movies and TV Shows
Timeline
Banking Associate
TD Bank
09.2024 - Current
Teller
TD Bank
10.2022 - 09.2024
No Degree - Computer Science
Western Connecticut State University
High School Diploma -
CARMEL HIGH SCHOOL
BOCES Certification - Information Technology
PNW BOCES