Mayra McAteer
Holden,MA
Summary
Detail-oriented banking professional with 9 years of experience in branch management, banking, and teller positions. Demonstrates a proven ability to deliver exceptional customer service and foster strong staff loyalty through effective leadership and communication. Expertise in financial management, encompassing budgeting, forecasting, and strategic planning, consistently optimizing processes to drive operational efficiency and corporate success. Adept at analyzing complex financial data to recommend actionable solutions that enhance growth and profitability.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Manager
Citizens Bank
07.2023 - 12.2024
- Directed and coached a rotating team of 5-10 colleagues to optimize customer experience and sales transition.
- Conduct one-on-one meetings to ensure colleague growth.
- Processed weekly payroll and verified the accuracy of timecards.
- Review and monitor branch performance metrics, including customer satisfaction rates, transaction values, and financial targets.
- Coordinated promotional campaigns for new products or services in order to boost sales revenue.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Assisted with developing branch business plans for maximum profitability.
- Supported outside sales force in servicing and obtaining new business.
- Planned work schedules to maintain adequate staffing levels.
- Grew business banking relationships through proactive outreach.
- Participated in community events to promote brand awareness.
- Performed regular audits of financial records in order to ensure accuracy.
Bilingual Relationship Banker
M&T
03.2023 - 06.2023
- Managed client relationships effectively, focusing on retention of existing clients and onboarding new clients.
- Maximize cross-sales opportunities through customer profiling, with the goal of cultivating interest in other business banking products.
- Engaged with customers in the lobby to assist, educate, and train them on how to conduct simple transactions through self-service technologies.
- Addressed customer questions and issues by documenting and analyzing service trends for improved accuracy and efficiency.
- Prospect for new clients via outbound calling, receiving referrals, lobby engagement, and via branch partners.
- Participated in weekly partnership meetings and joint calls with branch partners to enhance collaboration.
Banker
Citizens Bank
11.2020 - 03.2023
- Stayed informed on financial news and banking regulations to offer the highest level of service.
- Achieved weekly target of 100 leads through effective use of Salesforce.
- Resolved fraudulent issues for customers who were victims of scams.
- I traveled to partner branches and assisted with any staffing shortages.
- Processed home equity lines of credit from application to closing date.
- Reviewed power of attorney documents, trust accounts, estate accounts, and rep payee accounts to ensure compliance with legal and regulatory standards.
- Connected customers with appropriate business partners such as mortgage officers, merchant partners, and Paychex partners.
- Boosted sales by 20% and exceeded the sales target by employing consultative sales tactics and superior customer care.
- Oversaw branch functions and ensured smooth operations during the branch manager's absence.
- Executed account maintenance activities, including updating personal and business client information such as address changes, account ownership, and account type.
- Build a book of business, and proactively seek ways to develop and expand customer relationships to contribute to branch success.
- Executed notary services to ensure the legality and validity of banking transactions.
Representative Teller
Santander Bank
03.2017 - 11.2020
- Handled customer transactions and directed them to relevant bank products tailored to their needs.
- Audited and restocked ATMs, ensuring accurate and timely record-keeping.
- Assisted with administrative tasks, like filing, answering phones, and audits.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
Education
Diploma -
Hicksville High School
Hicksville, NY06.2014
Skills
- Cash handling expertise
- Interviewing and hiring
- Upselling and cross selling
- Relationship building and management
- Stress Management Skills
- Regulatory Compliance
- Employee Supervision
- Employee development
- Talent Acquisition Expertise
- Goals and performance
- Account management
- Proficient in Service Excellence
- Sales Strategist
- Strong team-builder
- Knowledge of equifax application engine
- Business development expertise
Certification
- NMLS
- MA Notary
- Bilingual English/Spanish
Languages
Spanish
Native/ Bilingual
Timeline
Branch Manager
Citizens Bank
07.2023 - 12.2024
Bilingual Relationship Banker
M&T
03.2023 - 06.2023
Banker
Citizens Bank
11.2020 - 03.2023
Representative Teller
Santander Bank
03.2017 - 11.2020
- NMLS
- MA Notary
- Bilingual English/Spanish
Diploma -
Hicksville High School
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