MATTHEW MOUNCE
Crawford,TX
Summary
Professional banking expert with strong analytical skills and a deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.
Overview
5
5
years of professional experience
Work History
Customer Experience Banker
Huntington National Bank
Woodway, TX
07.2022 - Current
- Maintain in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Advise clients on banking products to enhance their financial well-being.
- Conduct account maintenance tasks, ensuring compliance with banking regulations and policies.
- Streamlined transaction workflows to improve service delivery and customer satisfaction levels.
- Enhanced team productivity by sharing best practices for customer engagement techniques.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
Closing Teller
Educators Credit Union
Waco, TX
08.2021 - 07.2022
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained friendly and professional customer interactions.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Received loan and utility payments, sending funds to correct destinations.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Education
BBA - Corporate Finance
Tarleton State University
Stephenville, TX12.2027
Associate of Arts - Business Administration And Management
McLennan Community College
Waco, TX05.2026
Skills
- Consumer & Commercial banking
- Branch operations
- Cross-selling and partner referrals
- Analytical thinking
- Developing customer relationships
- Analyzing performance
- Sales proficiency
- Attaining quotas
Timeline
Customer Experience Banker
Huntington National Bank
07.2022 - Current
Closing Teller
Educators Credit Union
08.2021 - 07.2022
BBA - Corporate Finance
Tarleton State University
Associate of Arts - Business Administration And Management
McLennan Community College