Michael Swaby
Albany,NY
Summary
Proven achiever with extensive experience in financial services, notably at Berkshire Bank, where I enhanced customer satisfaction through personalized banking solutions. Excelled in cash handling and customer service, significantly exceeding sales quotas at Charter Communications. Skilled in Microsoft Excel and effective team collaboration, I bring a track record of delivering results through analytical thinking and financial expertise.
Overview
4
4
years of professional experience
Work History
Direct Support Professional
Wildwood Programs
Delmar, NY
06.2023 - Current
- Administered medication as directed by physician.
- Maintained clean, safe, and well-organized patient environment.
- Documented progress notes thoroughly to track client achievements, concerns, or changes in behavior patterns that may need attention from the interdisciplinary team.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Supervised daily activities and provided assistance to staff.
- Daily data entry.
Senior Universal Banker/ Intern
Berkshire Bank
Delmar, NY
10.2023 - 03.2024
- Developed and implemented new strategies for improving efficiency in daily banking operations, resulting in reduced wait times for customers.
- Contributed to the successful launch of new banking products by providing input on customer needs and preferences during development phases.
- Conducted regular audits of teller transactions to maintain compliance with federal regulations and minimize instances of fraud or error.
- Assisted branch managers in exceeding sales goals through cross-selling and upselling various financial products.
- Collaborated with branch staff to identify business development opportunities, increasing overall revenue growth.
- Mentored junior bankers to enhance their skills and knowledge, fostering a culture of continuous learning within the team.
- Balanced branch cash vaults daily, maintaining accuracy and security of large sums of currency.
- Delivered exceptional customer service by consistently going above and beyond to address concerns or resolve issues, leading to increased client retention rates.
- Utilized data analytics tools to monitor portfolio performance trends, adjusting investment recommendations accordingly for maximum returns.
- Managed risk exposure by adhering to strict lending guidelines when underwriting new loans or extending existing lines of credit.
- Balanced teller drawers and ATM cash.
- Checked accounts for fraud and provided law enforcement with relevant details.
Inbound Sales Representative
Charter Communnications
Albany, NY
07.2022 - 06.2023
- Consistently met or exceeded assigned sales quotas while maintaining excellent customer satisfaction ratings.
- Increased product knowledge through continuous training, resulting in improved sales performance.
- Responded to customers within required turnaround times.
- Documented details of calls and customer interactions.
Patient Registration Associate
St. Peter’s Hospital
Albany, NY
06.2020 - 06.2022
- Enhanced patient registration efficiency by streamlining processes and implementing electronic records management.
- Supported successful audits by maintaining thorough documentation of all registration activities in compliance with established guidelines.
- Developed strong relationships with insurance providers leading to more efficient claim processing.
- Provided exceptional customer service, addressing patient concerns and inquiries promptly and professionally.
- Collected payments and co-pays from customers using large variety of insurance programs, adjusting amounts based on specific plan directives.
Education
Bachelor Of Science - Finance
SUNY Polytechnic Institute
Albany, NY2025
Business Administration -
Hudson Valley Community College
Troy, NYGreen Tech Charter High School
Albany, NYSkills
- Branch operations
- Cash handling proficiency
- Electronic Funds Transfer
- Customer Needs Assessment
- Financial Planning
- Loan Processing
- Customer Service
- Team Collaboration
- Analytical Thinking
- ATM balancing
- Loan Closing
- Financial advice
- Microsoft word/ excel
Timeline
Senior Universal Banker/ Intern
Berkshire Bank
10.2023 - 03.2024
Direct Support Professional
Wildwood Programs
06.2023 - Current
Inbound Sales Representative
Charter Communnications
07.2022 - 06.2023
Patient Registration Associate
St. Peter’s Hospital
06.2020 - 06.2022
Bachelor Of Science - Finance
SUNY Polytechnic Institute
Business Administration -
Hudson Valley Community College
Green Tech Charter High School