Michael Aroca

*Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
*Demonstrated knowledge of branch financial products, loans and lines of credit.
*Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
*Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.

*Wellesley Bank merged into Cambridge Trust.

*Played a key role in the onboarding process for new, $1MM+ commercial clients, ensuring they were well-equipped to make full use of our services.
*Trained new clients for business online banking.
*Worked closely with treasury management team on cash management services for new and existing clients.

*Proficient on both teller and platform.

*Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.

*Adapted products and services to suit customers' changing financial circumstances.

*Strengthened client relationships by providing personalized banking solutions and excellent customer service.

*Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.

*Served as primary point of contact for customers, providing assistance with account maintenance and transactions.

*Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

*Disbursed cash and checks accurately while maintaining security of cash drawers.

*Processed wide variety of retail banking transactions for personal and commercial customers.