REBECCA SCHWARTZ
Goshen,NY
Summary
Proven financial advisor at M&T Bank, adept in financial planning & client relationship management. Worked my way up the ladder from a Float Teller to a Senior Relationship Banker.
Overview
18
18
years of professional experience
Work History
Senior Relationship Banker
M&T Bank
07.2013 - Current
- Licensed with New York State to sell Life, Accident, & Health Insurance products
- Worked closely with a Financial Advisor to identify clients' investing needs including, but not limited to: annuities, mutual funds, & retirement accounts.
- Employee scheduling.
- Acted as "stand-in" manager for numerous branches in cases of leaves of absence or vacation.
- Opened both retail & commercial checking & savings accounts, credit cards, lines of credit, & all other lending needs.
- Participated in business prospecting.
- Decisioning retail & commercial overdrafts.
- Coordinated many on-site @Work programs for different corporations' employees.
- Handled & escalated complaints from dissatisfied customers, professionally, while finding mutually beneficial resolutions.
- Led & participated in weekly & monthly meetings
- Referred customers to other banking departments for specialized services.
- Counted, verified & handled bank deposits and armored car transactions.
- Counted & settled the ATM
- Maintained strong customer relationships & portfolios.
Sales Associate
Joyce Leslie
02.2012 - 07.2013
- Handled cash transactions, as well as processed returns.
- Organized racks & shelves to engage customers & promote the merchandise.
- Priced & tagged merchandise.
Bartender
Tennanah Lake Golf & Tennis Court
06.2010 - 11.2012
- Served high customer volumes during special events, nights, & weekends.
- Waited tables.
- Cash handling.
- Employee scheduling
Cashier
Peck's Markets
11.2006 - 07.2009
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Restocked & organized merchandise in front lanes.
- Stocked, tagged & displayed merchandise as required.
Education
Life, Accident, & Health Insurance License -
Kaplan College - Phoenix
Online07.2018
Associate of Arts - Liberal Arts
Sullivan County Community College
Loch Sheldrake, NY05.2012
Skills
- Strong organization skills
- Cash-handling
- Financial Advising
- Financial Planning
- Multitasking Abilities
- Staff Scheduling
- Product & Service Sales
Affiliations
- Women Leading
Timeline
Senior Relationship Banker
M&T Bank
07.2013 - Current
Sales Associate
Joyce Leslie
02.2012 - 07.2013
Bartender
Tennanah Lake Golf & Tennis Court
06.2010 - 11.2012
Cashier
Peck's Markets
11.2006 - 07.2009
Life, Accident, & Health Insurance License -
Kaplan College - Phoenix
Associate of Arts - Liberal Arts
Sullivan County Community College
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