Phillip Rurak
M&T Bank
Ludlow,MA
10
years of professional experience
Versatile Banking Professional experienced in teller operations, supervision, and universal banking. Delivered dependable customer support and identified cross-sell opportunities, contributing to enhanced branch performance. Fostered strong client relations and utilized effective sales techniques to provide customer-focused financial solutions.
Work History
Universal Banker
4 Years 5 Months- Advised customers on deposit products, digital banking tools, and account features to support financial needs.
- Identified cross-sell opportunities and recommended suitable banking solutions aligned with customer goals.
- Resolved account inquiries and transaction issues promptly, delivering consistent service and strengthening customer confidence.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new service
Teller Supervisor
3 Years 4 Months- Supervised teller line operations, ensuring accurate transactions and consistent customer service
- Monitored cash drawers, vault balances, and branch settlement activities for compliance
- Trained tellers on procedures, security protocols, and service standards
- Resolved customer issues and escalated complex concerns promptly
Bank Teller
1 Year 11 Months- Processed deposits, withdrawals, transfers, and loan payments with accuracy and efficiency.
- Balanced cash drawer daily and resolved discrepancies through careful reconciliation.
- Assisted customers with account inquiries, service requests, and routine banking needs.
- Identified referral opportunities for deposits, credit products, and digital banking services.
Education
BBA - Management
- Dean's List
- Honor Roll
Skills
Client relations
Relationship building
Risk management
Sales techniques
Teamwork and collaboration
Organizational skills
Time management
Loan origination
Timeline
Universal Banker
M&T Bank
05.2022 - CurrentRead More
Teller Supervisor
M&T Bank
01.2019 - 05.2022Read More
Bank Teller
M&T Bank
02.2017 - 01.2019Read More
Elms College
BBA from Management
Read More